Customer Service Specialist

Horizon Farm Credit, ACA; Frederick (MD); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Medical insurance

401(k) with employer matching

Paid time off

Job summary

Horizon Farm Credit, ACA in Frederick, MD is seeking a Customer Services Specialist to join our team. You will provide account information in person, over the phone, and via email, and support the local branch with a variety of clerical duties.

The role includes processing payments and deposits, loan servicing tasks, report preparation, and CRM support. A customer-service oriented candidate with strong organization and communication skills is preferred.

Qualifications

• Customer service experience preferred or training/experience in the banking or finance industry.
• 2-5+ years of related work experience is preferred.
• Experience working in a fast-paced environment is a plus.

Responsibilities

• Handle customer service inquiries in person, by phone, and by email.
• Process payments and deposits and disburse loan funds accurately.
• Assist with loan servicing tasks including printing and mailing loan packages and scanning documents.
• Prepare reports and assist with CRM-related tasks.
• Support branch administrative duties and general office tasks.

Skills

Excellent communication

Interpersonal skills

Organizational skills

Confidentiality

Multitasking

Education

Customer service experience in banking/finance

Tools

CRM software

AgDocs

Job description

JOB DESCRIPTION

Are you looking for a new opportunity with career development/training, the ability to work in a collaborative team environment, and a great work/life balance?

Overview

Horizon Farm Credit is seeking a Customer Services Specialist to join our team. One position is available. The qualified candidate will work in the Frederick, MD branch location. The hours of operation are typically Monday through Friday from 8 a.m. to 4:30 p.m. This is a full-time office position.

Position Description

In this position, you will provide account information to customers in person, over the phone, and via email. You will be responsible for processing customer convenience service requests and handling general account inquiries. Additionally, you will perform a wide variety of clerical and office duties including supporting the local branch.

Areas of Responsibilities include, but are not limited to:

• Customer Service Promptly and professionally handle telephone calls and in-person visitors. Assist callers and in-person visitors with routine inquiries and service requests. Promote Business Management Solutions and convenience products to members.
• Accounting Process incoming payments and prepare deposits. Disburse loan funds accurately and timely. Complete noncash forms as needed for internal adjustments and transfers to Finance.
• Loan Servicing Assist with the printing and mailing of loan packages. Ensure loan documents are properly scanned in AgDocs promptly once executed. Support members account servicing efforts.
• Additional Administrative Duties Prepare special reports and correspondence as required. Review reports and assist in system maintenance to ensure accurate reporting. Perform routine administrative tasks, including incoming/outgoing mail and general correspondence. Support team members across the area by assisting with CRM-related tasks as needed.

Education

Customer service experience preferred or training/experience in the banking or finance industry.

Experience

Generally, 2-5+ years of related work experience is preferred. Experience working in a fast-paced environment is a plus.

REQUIREMENTS

• Excellent communication & interpersonal relations skills.
• Moderate knowledge of software applications and proven self-starter.
• Excellent organizational skills with the ability to simultaneously work on multiple projects/assignments.
• Ability to initiate, organize, and prioritize work and maintain confidentiality.
• Basic knowledge and ability to promote convenience products and Business Management Solutions.
• Ability to work in the office during branch hours of operation (typically Monday - Friday from 8 a.m. to 4:30 p.m.)
• Adaptable and flexible to a changing work environment.
• Prolonged periods of sitting at a desk and working on a computer.

Who are we?

Horizon Farm Credit is an expert in agriculture, with over 100 years of serving rural America. As a premier rural lender, we’re constantly growing and seeking new members for our team. As part of the Horizon Farm Credit team, you have the opportunity to make a difference for agriculture and rural communities.

What can we offer you?

We offer competitive compensation and benefits packages for full-time employees including:

• Medical insurance with dental and vision care options
• 401 (k) with significant employer matching
• Paid time off, holidays, and volunteer time to support work/life balance
• Tuition reimbursement and training opportunities
• Student loan reimbursement
• Leadership and career development opportunities
• Paid maternity and bonding leave
• Paid short-term disability
• Fun and inclusive work environment

Salary Range: $40,000 - $50,000, depending on experience.

Equal Opportunity Employer including veterans and individuals with disabilities.