Financial Services Operations Associate

Farm Credit East•Town of Greenport, NY

5d•Hybrid

About The Position

Farm Credit East is the leading provider of loans and farm advisory services to farm, forest product, fishing, and other agricultural business owners across the Northeast. As a member of the Farm Advisory Services team, the operations associate/specialist supports the delivery of financial reporting that helps customers make business decisions and comply with federal and state tax and payroll laws. The role works closely with tax and business accounting analysts, consultants, and other business units, building knowledge of Farm Credit East’s products, procedures, and services to support the team and customers. Success in this position calls for an understanding of basic accounting principles, strong communication, organization, and customer service skills, a proactive mindset, and the ability to cultivate internal and external relationships. The position focuses on understanding the Farm Advisory Services product lifecycle and supporting a strong team or customer experience, while maintaining data quality and compliance with ACA policies and procedures. It is primarily performed at a physical Farm Credit East office to serve local customers. New employees work at their assigned office for their first two weeks; after two weeks of acceptable performance, they are eligible for a hybrid schedule of four days in the office and one day working from home each week.

Requirements

Associate's or bachelor's degree in Accounting, Agriculture, Agri-Business, Economics, Finance, Business, or a related field; alternatively, an equivalent combination of education and experience that enables performance of the job's essential functions.
Basic understanding of accounting principles.
Excellent communication, organization, and customer service skills.
Proactive mindset and willingness to cultivate internal and external relationships.

Responsibilities

Follow Farm Credit East internal policies and procedures for time and billing practices, electronic data storage, communication protocols, and document storage.
Maintain appropriate documentation and communication with members and staff to address internal and external customer needs.
Respond to customer communications, both internal and external, within 24 hours.
Actively manage Agworx dashboards and CCH workflow, as applicable to the role.
When applicable, document customer contacts in AgWorx with comments that benefit all team members serving the customer.
Maintain accurate and up-to-date data in all systems and align work with ACA policies and procedures.

Benefits

Short-term incentive to reward business results.
401(k) match up to 6% of salary; verified student loan payments may qualify for an employer 401(k) match up to 6% of salary for those unable to take full advantage of the 401(k) match.
Defined contribution retirement plan funded at 2–9% of salary depending on years of service.
15–25 days of vacation leave per year, depending on years of service.
12 days of holiday leave per year.
7.5 days of sick leave in the first year, followed by 12 days per year thereafter, with unlimited rollover of unused sick leave.
Comprehensive medical, dental, and vision plans, including preventive care and wellness programs.
Health Savings Account.
Life insurance at 2x base pay.
Accidental Death and Dismemberment insurance at 2x base pay.
Long-term disability insurance at 2/3 base pay.
Tuition reimbursement.
Continuing education and training.
Employee Assistance Program offering tools and resources.