Financial Relationship Specialist

2 weeks ago

Bluffton, United States Farm Credit Mid-America Full time

Farm Credit Mid-America is a financial services cooperative serving financial needs of farmers and rural residents in Arkansas, Indiana, Kentucky, Missouri, Ohio, and Tennessee. Our purpose is to secure the future of rural communities and agriculture. We are passionate about serving the needs of our rural communities and creating positive customer experiences.

Farm Credit Mid-America is a great place to work We have been named as a Best Places to Work in Kentucky for the past 12 years. At Farm Credit Mid-America we put our customers and team members at the heart of all we do.

SCHEDULE: Full Time
TRAVEL REQUIRED: 0% - 5%

COMPENSATION: $42,405.00 to $76,720.00 base salary plus potential for variable compensation. Base pay is determined by your skills, qualifications, experience, and location. Farm Credit Mid-America/Rural 1st may compensate outside of the salary range for bona fide reasons not related to membership in a protected class.

About Our Opportunity

The Financial Relationship Specialist provides exceptional customer experience by supporting the delivery of financial services through establishing, developing, and maintaining strong and effective working relationships with internal and external customers. Responsibilities include handling incoming phone calls, walk-in customers, financial transactions, monetary accounting activities, funds deposits, and daily reports. Assists in proactively identifying service office needs and providing administrative support for the marketplace.

How You Will Spend Your Time

  • Creates a positive customer experience by delivering timely, thorough, thoughtful and responsive service in a way that exceeds customer expectations while meeting internal deadlines.
  • Leads daily activities to ensure all monetary transaction processing is completed according to safe industry practices, including adherence to all applicable laws and regulations; monitor required reports.
  • Adapts communication style to suit different audiences, ability to be empathetic, treats every conversation as an opportunity, listens and effectively relays information and documents accordingly.
  • Owns and resolves account discrepancies to include credit line overdrafts, insufficient fund notifications and delinquencies.
  • Performs loan related tasks, scan documents, process payoffs and release liens utilizing technology to effectively service customers.
  • Serves as primary contact for facilities vendors, building upkeep, maintenance, and retail office mail. Provides support for meetings and monitors non-employee access to the building.
  • Manages office supplies, inventory, place orders and process invoices.
  • Collaborates and assists with targeted marketing efforts.
  • Supports all business segments with customer service and processing needs.
  • Uses technology effectively to streamline operations and support customers.
  • Monitors and ensure compliance with regulator and procedural guidelines to minimize risk to the association.
  • Collaborates with cross functional teams to ensure customer needs are met at each stage of the lending process.
  • Remains current with internal process guides, tools, and resources to continuously to improve customer service.


Minimum Education & Experience

High School Diploma or GED required. Bachelor's Degree preferred. 2 years successful experience in administrative support, financial related customer service, or computer operations.

Mental & Physical Requirements

While engaged in this position, team members will routinely sit, use hands for tasks, and communicate orally. Standing or walking is frequently required, while occasional demands include reaching with hands and arms, and lifting or moving up to ten pounds. Vision requirements encompass close and distance vision. The work environment typically has a moderate noise level. This role may entail a blend of mental and physical capabilities, requiring strong mental acuity, problem-solving skills, and occasional physical tasks such as standing, lifting, or extended computer usage. Some roles may require physical or mental requirements related to driving, such as a valid driver's license, and the ability to drive a long-distance. Reasonable accommodations will be considered for individuals as requested.

Farm Credit Mid-America provides a competitive total rewards package to our team members. This includes an award winning 401(k) Plan. Our Health and Financial wellness benefits provide safety, security and peace of mind for you and your family. Here is a highlight of our Total Rewards and Benefits.

Farm Credit Mid-America is an equal opportunity employer, and all applicants will receive consideration for employments without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability, or any other category protected by law.

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