Summary of Position: The employee is responsible for working as a member of a cross-functional team focused on providing loans and financial services of high quality and value to customers within regulations set forth by the Farm Credit
Administration, Internal Revenue Service and state and local taxing authorities as well as Association policies and procedures. The employee is responsible for meeting the needs of the customers, growing the business of the Association and promoting a positive
corporate image at all times.
The employee strengthens and expands existing customer relationships and develops new relationships with non-customers as well as cooperating agencies. The promotion of good customer and public relations is important for the advancement of both the employee
and the Association. The employee understands all phases of the financial services delivery process and takes responsibility for meeting the needs of both external and internal customers.
The employee will assist with financial services administration within the branch office, provide record-keeping services to Farm Credit East's customers, and will complete simple and sole proprietor tax returns. The employee will also assist with the preparation
of our customers' 1099 documents and will assist with year-end customer payroll processing.
The employee shall perform all other duties as assigned.
Counties Served: Franklin, St. Lawrence
Area: The branch is located in a strong agricultural area in Northern New York.
Types of Businesses: The branch's agriculture is diverse and includes dairy, livestock, timber, field crops, and fruit. Farm related businesses are also within Potsdam's target market.
Depending upon experience, the incumbent is accountable for the following:
Direct Provision of Financial Services: Provide high value financial services to customers for a profitable fee. Accurately prepare tax returns, state and federal payroll filings, and other returns. Maintain current federal and state tax
knowledge and have a thorough understanding of all tax and records software programs. Maintain proper documentation and communication with members and staff in order to respond to internal and external customer needs.
Support and Processing: Provide superior customer service in all customer interactions. Provide support and assistance whenever possible to financial services customers, credit customers and team members or direct the customers to the proper
service provider within the ACA. Assists with verbal and written communications with colleagues, customers, attorneys, title companies and insurance companies.
Accounting: Ensure the timely and accurate accounting of all loan, financial services, and general ledger transactions for members and the Association. This may include origination entries, financial services billing, various types of advances,
proper payment application, establishing new accounts, maintaining existing accounts, reconciliation, processing loan payouts, and GL balancing.
Member Relations/Teamwork: Provide outstanding customer service (both internal and external) and deliver exceptional customer experience and value by setting, communicating and meeting customer expectations. Demonstrate a strong community
commitment and professional presence that contributes to the overall positive image of the ACA. Act in a forthright and ethical manner, display a positive attitude and contribute positively to the overall morale of the team and association. Assist other team
members and contribute to training.
Candidates should possess strong tax, accounting, communication, organizational, computer and documentation skills.
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, age, marital status, disability, protected veteran status 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 email@example.com.