Financial Services Operations Associate

Farm Credit Council; Town of Claverack (NY); Hybrid; USD 19,000 - 32,000; Full time

Benefits offered by this job

Short-Term Incentive

401k match up to 6%

Defined contribution retirement plan

Paid vacation 15-25 days

Paid holidays 12 days

Sick leave 7.5 days

Health, dental, vision plans

Health Savings Account

Life insurance 2x base pay

Long-term disability 2/3 base pay

Tuition reimbursement

Continuing education

Employee Assistance Program

Job summary

Farm Credit East is seeking an operations associate/specialist to support customers’ financial reporting and ensure compliance with federal and state tax and payroll laws. You will collaborate with tax and business accounting analysts, consultants, and other units to deliver accurate data and valuable support.

We value a proactive, organized, and customer-focused mindset, with a basic understanding of accounting.

Qualifications

• Associates or bachelor’s degree in accounting, agriculture, agri-business, economics, finance, or related field.
• Proactive, organized, and customer-focused with strong communication skills.
• Basic understanding of accounting principles and compliance with tax and payroll laws.

Responsibilities

• Adheres to internal policies and procedures for time, billing, data storage, communication, and document storage.
• Maintains documentation and communication with members and staff to respond to needs.
• Follows up on customer communications within 24 hours.
• Manages Agworx dashboards and CCH workflow related to the role.
• Documents customer contacts in AgWorx with actionable comments for the team.

Skills

Communication

Organization

Customer service

Accounting basics

Education

Accounting/Finance degree

Agriculture/Agri-Business degree

Tools

Agworx dashboards

CCH workflow

Job description

Position Summary:

Join a team focused on the success of our customers, the success of our communities, and the success of each other. Farm Credit East (FCE) is the leading provider of loans and farm advisory services to farm, forest product, fishing, and other agricultural business owners across the northeast with nearly $15 billion in total loan volume and $29 million in annual financial services revenue from 18,000 customers across our 8-state territory. We are One Team Working Together with a focus on our five pillars: Outstanding Customer and Employee Experience, Quality Growth, Operational Excellence, Commitment to our Communities, and Protecting Customer Information.

As a member of the Farm Advisory Services team, the operations associate/specialist works as part of a team dedicated to improving our customers' financial reporting, providing them with the information they need to make business decisions and ensuring their compliance with Federal and State tax and payroll laws. A basic understanding of accounting principles is key, as are excellent communication, organization, and customer service skills. This position works closely with our tax and business accounting analyst staff, consultants, and other business units to develop a strong understanding of Farm Credit East's products, procedures, and services to provide valuable support to all team members. Those successful in this role possess a proactive mindset along with a willingness to cultivate both internal and external relationships.

The value drivers for this role are as follows:

• Understands the FAS product lifecycle and your role in the process to deliver an outstanding team and/or customer experience
• Provides quality assurance, maintaining accurate and up to date data in all systems and aligning with ACA policies and procedures

Come join a collaborative, customer-focused team at Farm Credit East!

Duties and Responsibilities:

Operational Excellence

• Adheres to Farm Credit East internal policies and procedures surrounding time and billing practices, electronic data storage, communication protocols and document storage
• Maintains proper documentation and communication with members and staff to respond to internal and external customer needs

Customer Centricity

• Follows up on customer (both internal and external) communication within 24 hours
• Actively manages Agworx dashboards, and CCH workflow as applicable to your role
• When applicable, documents all customer contacts in AgWorx with comments intended to benefit all team members serving the customer

Job Qualifications and Requirements:

• Associate'sor Bachelor'sdegree in Accounting, Agriculture, Agri-Business, Economics, Finance, Business or related field. Or an equivalent combination of education and experience to perform the essential functions of the job.
• This position is primarily conducted out of a physical Farm Credit East office location in order to effectively serve local customers. Farm Credit East requires new employees to work at their assigned office location for the first 2 weeks of their employment. After 2 weeks of acceptable performance, the employee is eligible for a hybrid working structure of 4 days in-office and 1 day working from home each week.

Compensation and Benefits:

• $23.00/hr
• Short-Term Incentive to reward business results
• Retirement Contributions :
  • 401k match up to 6% of salary;or for those unable to take full advantage of the 401(k) match, verified student loan payments may qualify for an employer match in your 401(k) up to 6% of salary
  • Defined Contribution retirement plan funded at 2-9% of salary depending on years of service
• Time Off:
  • 15-25 days of vacation leave per year, depending on years of service
  • 12 days of holiday leave per year
  • 7.5 days of sick leave in your first year, followed by 12 days of sick leave per year thereafter; unlimited rollover of unused sick leave year to year
• Health and Insurance:
  • Comprehensive medical, dental, and vision plans, including preventive care and wellness programs to support your overall health and well-being
  • Health Savings Account
  • Life insurance at 2x base pay
  • Accidental Death and Dismemberment insurance at 2x base pay
  • Long-term disability insurance at 2/3 base pay
• Additional Benefits:
  • Tuition reimbursement
  • Continuing education and training
  • Employee Assistance Program offering a wide variety of tools and resources

Farm Credit East is an Equal Opportunity Employer. As an Equal Opportunity Employer, we do not discriminate on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, marital status, parental status, political affiliation, disability status, protected veteran status, genetic information or any other status protected by federal, state or local law. It is our goal to make employment decisions that further the principle of equal employment opportunity by utilizing objective standards based upon an individual's qualifications for a specific job opening. In compliance with the Americans with Disabilities Act ("ADA"), if you have a disability and would like a reasonable accommodation in order to apply for a position with Farm Credit East, please call 1-800-562-2235 or e-mail [e-mail].