Regional Financial Services Leader

2 weeks ago


Enfield, United States Farm Credit East Full time

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 $11.7 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.

The Regional Financial Services Leader coaches and leads a tax, accounting, and consulting team that prioritizes customer experience and growth. The leader ensures collaboration with support teams and other business units to provide an outstanding customer experience. The leader strikes a balance between practice management of existing customers and new customer acquisition, with a sales mindset to grow Farm Credit East. This role is mindful of risk management and business issues ranging from the client level to the broader organization level.

**The value drivers for this role are as follows**: Coaches and leads a financial services team to support and execute Farm Credit East’s vision Instills a growth-focused culture across the financial services team

**We offer generous benefits including**: a 6% 401K match plus an additional defined contribution retirement plan, medical, dental, HSA, paid annual holiday and sick leave, FSA, life insurance, and a bonus incentive program. Farm Credit East provides all team members with the training and resources needed to be successful in their careers. Technical training, soft skill training, and ongoing professional development provided by Farm Credit East will help you be poised for continued career growth within our organization. We use state of the art technology for customer relations (Salesforce), internal communication (Microsoft TEAMS) and delivery of services.

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

**Duties and Responsibilities**:
Business Development
Partners with other Farm Credit East leaders to work collaboratively and create consistency across common marketplaces/industries/segments and alignment with FCE’s overall operating model
Represents and/or coordinates representation of Farm Credit East both internally and externally at community/industry events across the region and the broader LSA
Manages and grows the revenue and profitability of the region
Engages a customer centric approach utilizing a 360-degree view of both existing customers and new prospects across financial services and lending
Demonstrates working knowledge on economic conditions, as well as local/regional/global industry issues impacting customers in either a positive or negative manner, both as an external SME and internally within Farm Credit East
Collaborates with the tax, accounting and consulting team to develop a robust customer database and leverages multiples sources of data to identify future opportunities
Creates a business development/marketing culture within the region and leverage the region’s marketing plan and team resources to maximize results
Team Leadership
Provides leadership and direction for all roles aligned with the customer facing activities within a region
Coaches and mentors both direct reports along with team members with dotted line accountability
Supervises financial services associates
Collaborates with peers across other business units, ensuring alignment, attending to group dynamics and acts to ensure that diverse perspectives are being shared
Sets a tone of a proactive and forward-thinking culture
Embraces the transformation to a digital mindset, promoting efficiency across the team, resulting in an improved customer and user experience
Practice Management
Manages the team’s productivity and realization to ensure efficient and profitable service delivery
Works with peers to monitor and adjust workflow as needed across all regions
Administers financial services within Farm Credit East policies, procedures and guidance
Responsible for region’s AR collection, WIP management, service quality, and billing administration
Works collaboratively with operations and payroll teams to implement financial services processes consistent with Farm Credit East policy/procedure/guidance
Works with peers and Human Resources to recruit and develop financial services teammates
Ensures that financial services teammates complete required training each year

**Job Qualifications and Requirements**:
This position requires a Bachelor's degree in Agriculture, Agri-Business, Economics, Finance, Business or a related field.
This position supervises team members in the following office locations: Enfield, CT; Dayville, CT; Riverhead, NY; Middleboro, MA; Bedford, MA; Auburn, ME; Presque Isle, M



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