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 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

This job requires the incumbent to have the ability to:

• Engage in telephone and face-to-face conversation to serve customers and give and receive information from staff, vendors, outside consultants and the public.
• Use computer. This involves reading the screen and keying/typing information.
• Speak and make presentations to individuals or groups on technical subjects related to job.
• Travel via auto or commercial transportation to carry out essential responsibilities of the job.
• Successfully interact with and represent the organization to staff, officers, board members, customers, vendors, and/or the public at all levels.
• Provide sound technical advice to leaders and other staff in the subject field(s) related to this position.
• Understand and explain various subject matter and consulting concepts, programs, terminology, and methods.
• Reason, judge, compare, calculate, evaluate, decide, and critique such information as written material, numerical data, responses to customer needs, and/or other related work activities.
• Requirements of the job include the ability to do the work, with or without reasonable accommodations.