Financial Relationship Specialist

1 month ago

Kokomo, United States Hiring Now! 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% - 10%

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

Our Financial Relationship Specialist (FRS) is the first impression to every customer and guest when they visit or call into our retail offices. The FRS provides an exceptional customer experience by showing a servant's heart and great attitude when delivering financial services. Responsibilities include establishing, developing, and maintaining strong and effective working relationships with internal and external customers, interacting via phone, in person and electronically, handling financial transactions, monetary accounting activities, monitoring, loan support, and cross sell activities. The FRS provides general support for the other roles and departments in the office and across the Association. All Financial Relationship Specialists represent and communicate the purpose and values of Farm Credit Mid-America and comply with our conduct policy, security policy and confidentiality expectations.

How You Will Spend Your Time

  • Establishes, develops, and maintains strong internal and external customer relationships by listening to understand, problem resolution, offering/cross-selling beneficial products and services, and consistently providing quality service.
  • Utilizes technology effectively to serve customers.
  • Primary contact by leading/managing the office to provide a consistent level of service, which is timely, thorough, and responsive to customers, exceeding expectations.
  • Lead 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.
  • Have strong communication skills, ability to be empathetic, treat every conversation as an opportunity and effectively relay information to others.
  • Owns and resolves account discrepancies to include credit line overdrafts, insufficient fund notifications and delinquencies.
  • Payoff Processing and Lien Release.
  • Mail processing and distribution..
  • Assist with marketing and meetings.
  • Perform loan related post-closing tasks.
  • Document scanning.
  • Support all Business Segments with customer service and processing needs.
  • Serve as primary contact for facilities vendors, building upkeep and maintenance.
  • Help monitor non-employee access to the building.
  • Invoice management and Accounts Payable Coordination.
  • Order and maintain office supplies.
  • Monitor and manage office expenses.
  • Work in a team environment to accomplish team goals.


Minimum Education & Experience

High School diploma or GED and at least 3 years successful experience in two or more of the following areas: 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.

#LI-ONSITE

Nearest Major Market: Kokomo

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