Financial Services Operations Associate

Farm Credit East; Town of Claverack (NY); Hybrid; USD 26,000 - 37,000; Full time

Benefits offered by this job

Hybrid work schedule

401k match

Tuition reimbursement

Health benefits

Life insurance

Job summary

Farm Credit East is seeking an operations associate/specialist to help improve customers’ financial reporting, ensure compliance with tax and payroll laws, and support a collaborative team. The role emphasizes accounting fundamentals, clear communication, and proactive relationship-building with members and staff across the Farm Advisory Services division.

You will work within a team committed to outstanding customer experience, quality growth, and operational excellence, with responsibilities

Qualifications

• Basic understanding of accounting principles.
• Excellent communication, organization and customer service skills.

Responsibilities

• Adheres to time and billing practices and document storage policies.
• Maintains proper documentation and communication with members and staff.
• Responds to internal and external customer needs.
• Documents all customer contacts in AgWorx with useful comments.

Skills

Communication

Organization

Customer service

Accounting basics

Education

Associate's or Bachelor's degree in Accounting, Agriculture, Agri-Business, Economics, Finance, Business or related field

Tools

Agworx dashboards

CCH workflow

Job description

<p>Select how often (in days) to receive an alert:</p><p><b>Location:</b> Claverack (Hudson), NY, US, 12534</p><p><bϬompany: </b㻺rm Credit East</p><h3>Position Summary:</h3><p>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.</p><pϪs 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.</p><p>The value drivers for this role are as follows:</p><ull><li>Understands the FAS product lifecycle and your role in the process to deliver an outstanding team and/or customer experience</li><li>Provides quality assurance, maintaining accurate and up to date data in all systems and aligning with ACA policies and procedures</li></ul><pϬome join a collaborative, customer-focused team at Farm Credit East!</p><h3ϭuties and Responsibilities:</h3><h3>Operational Excellence</h3><ull><li㺭heres to Farm Credit East internal policies and procedures surrounding time and billing practices, electronic data storage, communication protocols and document storage</li><li>Maintains proper documentation and communication with members and staff to respond to internal and external customer needs</li></ul><h3Ϭustomer Centricity</h3><ull><liϯollows up on customer (both internal and external) communication within 24 hours</li><li㺬tively manages Agworx dashboards, and CCH workflow as applicable to your role</li><li>When applicable, documents all customer contacts in AgWorx with comments intended to benefit all team members serving the customer</li></ul><h3>Job Qualifications and Requirements:</h3><ull><liϪssociate'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.</li><li>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.</li></ul><h3Ϭompensation and Benefits:</h3><ull><li>$23.00/hr</li><li>Short-Term Incentive to reward business results</li><li>Retirement Contributions <ul><li𾐁k 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</li><li𾷯ined Contribution retirement plan funded at 2-9% of salary depending on years of service</li></ul></li><li>Time Off <ul><li㸕-25 days of vacation leave per year, depending on years of service</li><li㸒 days of holiday leave per year</li><liϧ.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</li></ul></li><li>Health and Insurance <ul><liϬomprehensive medical, dental, and vision plans, including preventive care and wellness programs to support your overall health and well-being</li><li>Health Savings Account</li><li>Life insurance at 2x base pay</li><li𾫚 (Accidental Death and Dismemberment) insurance at 2x base pay</li><li>Long-term disability insurance at 2/3 base pay</li></ul></li><li𾫝itional Benefits <ul><li>Tuition reimbursement</li><liϬontinuing education and training</li><liϮmployee Assistance Program offering a wide variety of tools and resources</li></ul></li></ul><p㻺rm 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] .</p>