Account Management Specialist
Omaha, NE, US, 68137-2210
Job Summary
*Position is eligible to work in the Omaha office or any of our retail offices. Position is eligible for hybrid work- Incumbent must work a percentage of their time weekly in the office.*
Farm Credit Services of America (FCSAmerica) is a great place to work. You see it in our people and the relationships they have with each other and our customers. Our passion and commitment to serving both rural America and each other is key to our success in the marketplace.
FCSAmerica is looking for an Account Management Specialist to provide essential sales and account management support, helping to grow the assigned Corporate Business Development portfolios. This role will ensure an exceptional customer experience throughout the buyer’s journey by facilitating seamless coordination and collaboration with the sales team. This teammate will take ownership of monitoring the loan pipeline process, overseeing pre- and post-closing loan/lease activities, and managing customer onboarding. Additionally, they will support business growth by nurturing relationships with existing customers and handling tasks such as processing loan applications, gathering customer financial and insurance information, and promoting cash management products. The role requires fostering strong, long-lasting customer relationships, educating clients on digital tools, and assisting with cash management service needs.
Essential Duties & Responsibilities
Sales and Marketing Support
- Monitor and manage sales pipeline activity of assigned sales teammates.
- Facilitate industry team meetings and attend and participate in customer experience meetings.
- Work directly with customers to cross-sell and support value-added products and services.
Loan Processing and Coordination
- Accountable for coordination and processing of new loan activities and servicing requests.
- Will involve a level of direct contact and involvement with customers throughout the loan process and ongoing account management.
- Coordinate with Loan Accounting and Closing teammates to ensure accurate and timely funding of loan activity and collection of applicable fees.
- Monitor daily, weekly, and monthly reports to ensure service-level agreements are met and all approval exceptions are obtained and properly documented.
Customer Service
- Establish, develop, and maintain strong customer relationships by providing a consistent quality level of service that is timely, thorough, and responsive to the needs of the customer.
Education Requirements
- 4 Year / Bachelor's Degree or equivalent work experience preferred in Business Administration, Finance, Marketing, Accounting or related degree. Equivalent related experience and/or specialized training will be considered.
Years of Experience
- 2+ years of experience, Lending, processing, compliance, data input, accounting and banking/financial services operations, sales, commercial lending, loan processing, and/or customer service
About Us
Farm Credit Services of America (FCSAmerica), AgCountry Farm Credit Services (AgCountry), and Frontier Farm Credit are financial cooperatives operating under joint management. While each Association is owned by its local farmers and ranchers, the cooperatives pool their resources, experience, and talent to deliver affordable credit, crop insurance services, and financial services.
FCSAmerica serves rural communities and agriculture in Iowa, Nebraska, South Dakota, and Wyoming. AgCountry serves portions of North Dakota, Minnesota, and Wisconsin, and Frontier Farm Credit serves eastern Kansas. Together, we support nearly 82,000 producers and agribusinesses, meeting the needs of today’s agricultural industry with our combined 2600+ employees providing lending, risk management, technology, commodity marketing, and customer and employee education.
We have employment opportunities across our combined eight states. FCSAmerica is headquartered in Omaha, Nebraska, and has 42 local offices; AgCountry is headquartered in Fargo, ND and has 45 local offices; and Frontier Farm Credit is headquartered in Manhattan, KS and has six local offices.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, age, marital status, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.