Seasonal Financial Services Operations Associate at Farm Credit East

Town of Greenwich, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Jan, 26

Salary

26.0

Posted On

26 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Accounting Principles, Communication Skills, Organization Skills, Customer Service, Data Management, Documentation, Team Collaboration, Customer Care, Tax Preparation, Attention to Detail, Proactive Mindset, Relationship Building, Quality Assurance, Technical Training, Professional Development, Salesforce, Microsoft Teams

Industry

Financial Services

Description

Position Summary: 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. This is a full-time, seasonal opportunity OR part-time eligible for current college students who can work a minimum of 20 hours per week during normal business hours (Monday-Friday 8 AM-4:30 PM) at the designated Farm Credit East office. As a member of the Farm Advisory Services team, the seasonal operations associate works as part of a team dedicated to improving our customers’ experience and to assist the tax team in providing a timely and accurate tax return. A basic understanding of accounting principles is desired, as are excellent communication, organization, and customer service skills. This position works closely with our tax and accounting 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. The value drivers for this role are as follows: Understands the FAS product lifecycle and your role in the process to deliver an outstanding team and/or customer experience Provides quality assurance, maintaining accurate and up to date data in all systems and aligning with ACA policies and procedures 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: Operational Excellence Adheres to Farm Credit East internal policies and procedures surrounding time and billing practices, electronic data storage, communicatino protocols and document storage Maintains proper documentation and communication with members and staff to respond to internal and external customer needs Support and Processing Provide superior customer service in all customer interactions. Provide assistance and support whenever possible to financial service customers and team members or direct the customers to the proper service provider within the company. Duties include customer care, scanning, information management, document packaging and delivery, and electronic filing of returns. Preparation of return documents such as 1099’s, tax credit forms, and payroll filings. Maintains proper documentation and communication with members and staff to respond to internal and external customer needs. Customer Centricity Follows up on customer (both internal and external) communication within 24 hours Actively manages Agworx dashboards, and CCH workstream as applicable to your role When applicable, documents all customer contacts in AgWorx with comments intended to benefit all team members serving the customer Job Qualifications and Requirements: High school diploma. This position is primarily conducted out of a physical Farm Credit East office location in order to effectively serve local customers. Pay rate: $22 - $26 /Hr., commensurate with experience Farm 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 FarmCreditCareers@farmcrediteast.com

Responsibilities

The Seasonal Financial Services Operations Associate will assist the tax team in providing timely and accurate tax returns while improving customer experience. This role involves maintaining documentation, providing customer support, and ensuring quality assurance in data management.