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Customer Experience Specialist
2 months ago
Farm Credit Services of America (FCSAmerica) is a great place to work. You see it in our people and the relationships they have with each other and our customers. Our passion and commitment to serving both rural America and each other is key to our success in the marketplace. That is why we seek highly motivated, positive-thinking people who foster honesty and integrity - the core values that guide how we work and treat others.
Seeking a facilitator of the customer journey through the loan process and all aspects of product delivery before, during and after the closing. As a Customer Experience Specialist, you will be the customer's point-of-contact, establishing strong relationships by providing exceptional levels of service and support. You will engage with customers, prospects, team members and visitors through phone, in-person, and digital channels. Responsible for monetary accounting activities, addressing customer inquiries, assisting with customer-facing technology and overall management of office operations. Accountable for application processing and coordination from the point of application through working with customers to obtain signatures.
Essential Duties & Responsibilities
Customer & Sales Assistance
- Responsible for accurately documenting customer interactions and seeing them through to resolution, including collaboration with teammates and escalation to internal resources when necessary. Proactively listen and identify customer needs. Generate referrals by promoting core products, services and digital tools. Additionally, teammate is responsible for training customers on customer-facing technology and promoting customer education events.
- Follow established protocols to prevent fraud and risk, ensuring appropriate authorization forms are signed, and document and process all monetary transactions such as payments and wire transfers. Responsible for addressing customer inquiries related to payments, interest, and account changes, as well as resolving overdrafts and past due accounts with the involvement of other teammates, if necessary.
- Coordinate new loan application needs from submission to obtaining signatures from customers. Enter applications into appropriate systems and work with officers to gather necessary financial, legal, and identification documentation. Responsible for renewal administration which includes requesting financial information from customers, submitting financials for input, and verifying customer-provided financials. Contact customers regarding renewal status and coordinate with other teammates to ensure documents are prepared.
Office Operations:
- Responsible for tasks like managing invoices, maintaining office supplies, coordinating loan file record retention, providing administrative support to team leaders and teammates, validating vendor identification and work orders, coordinating facility service requests, and managing pooled vehicles by scheduling maintenance and repairs.
- Preferred Associate's Degree in Business, Finance or related majors or equivalent work experience.
- A minimum of two years' customer service experience or equivalent work experience.
- Proficient in Windows environment using Microsoft Word, Excel, Internet Explorer, and Outlook.
About Us
Farm Credit Services of America (FCSAmerica), AgCountry Farm Credit Services (AgCountry), and Frontier Farm Credit are financial cooperatives operating under joint management. While each Association is owned by its local farmers and ranchers, the cooperatives pool their resources, experience, and talent to deliver affordable credit, crop insurance services, and financial services.
FCSAmerica serves rural communities and agriculture in Iowa, Nebraska, South Dakota, and Wyoming. AgCountry serves portions of North Dakota, Minnesota, and Wisconsin, and Frontier Farm Credit serves eastern Kansas. Together, we support nearly 82,000 producers and agribusinesses, meeting the needs of today's agricultural industry with our combined 2600+ employees providing lending, risk management, technology, commodity marketing, and customer and employee education.
We have employment opportunities across our combined eight states. FCSAmerica is headquartered in Omaha, Nebraska, and has 42 local offices; AgCountry is headquartered in Fargo, ND and has 45 local offices; and Frontier Farm Credit is headquartered in Manhattan, KS and has six local offices.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, age, marital status, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.
