Business Services Coordinator

Farm Credit Services of America•Devils Lake, ND

23h•Onsite

About The Position

AgCountry Farm Credit Services (AgCountry), Farm Credit Services of America (FCSAmerica) and Frontier Farm Credit are financial cooperatives that operate under shared management across eight states. They collaborate by pooling resources, expertise, and talent to provide affordable credit, crop insurance, and financial services, united by a common mission to serving rural America. The Business Service Coordinator will provide exceptional levels of service and support to Tax and Farm Accounting. This role involves engaging with customers, prospects, teammates, and visitors through phone, in-person, and digital channels. Responsibilities include obtaining and processing customer documentation, setting up and managing customer meetings, and responding to customer inquiries. The coordinator will also serve as a back-up to the Customer Experience Specialist for front desk coverage, answering phones, and other general office responsibilities.

Requirements

Associate's degree or equivalent work experience in Accounting, Finance or related business field.
0 - 2 years of experience in Accounting or other related experience.
Proficient in Windows environment using Microsoft Word, Excel, Internet Explorer, and Outlook.

Responsibilities

Schedule customer meetings, prepare files for appointments, record statistics, and maintain complete and up-to-date historical customer files.
Maintain tax files according to procedure, including current tax files and transfer files for tax accounts.
May enter customer data into the tax planner or tax software, including depreciation and asset sales.
Prepares and reviews all returned information.
May key simple tax returns.
Submits E-File tax returns and tracks the status of e-filed returns.
Enter or direct the keying and printing of forms and reports for the tax department.
Copy, assemble, and distribute forms and reports to customers and files.
Maintain customer depreciation schedules.
May assist with quarterly and annual reporting.
Key and print branch and regional farm accounting statements and reports.
Distribute reports to customers after review.
Scan data and maintain accounting files.
Prepare and distribute balance sheet letters and related correspondence to customers.
Assist with and reviews information returns.
May key information for farm accounting, as well as assist with quarterly and annual reporting.
May work on monthly customer payroll calculations, deposits, and inputs.
Follow department and association established processes.
Volunteer for and collaborate with the team on special projects and initiatives.
Serve as a back-up to Customer Experience Specialists for front desk coverage, answering phones, and other general office responsibilities.
Participate in planning and running office activities and customer events.