Account Management Specialist

Location: 

Omaha, NE, US, 68137-2210 Mount Pleasant, IA, US, 52641 Minneapolis, MN, US, 55426 Manchester, IA, US, 52057-1522 Medford, WI, US, 54451 Elbow Lake, MN, US, 56531 Hiawatha, KS, US, 66434-0297 Williston, ND, US, 58801 Webster City, IA, US, 50595 Red Oak, IA, US, 51566-1284 Grand Island, NE, US, 68803 Norfolk, NE, US, 68701 Marshfield, WI, US, 54449 Marshall, MN, US, 56258 Bottineau, ND, US, 58318 Morris, MN, US, 56267 Beatrice, NE, US, 68310 Detroit Lakes, MN, US, 56501 Huron, SD, US, 57350 Baldwin City, KS, US, 66006-0858 Minot, ND, US, 58701 Manhattan, KS, US, 66503-0368 Harlan, IA, US, 51537 Langdon, ND, US, 58249 Lincoln, NE, US, 68521 Litchfield, MN, US, 55355 Carrington, ND, US, 58421 Imperial, NE, US, 69033 Marshalltown, IA, US, 50158 Warren, MN, US, 56762 Perry, IA, US, 50220 Stevens Point, WI, US, 54482 Casper, WY, US, 82601 Mobridge, SD, US, 57601 Jamestown, ND, US, 58401 Olivia, MN, US, 56277 Hillsboro, ND, US, 58045 Thorp, WI, US, 54771 DeWitt, IA, US, 52742 Bowbells, ND, US, 58721 Alliance, NE, US, 69301 Watertown, SD, US, 57201 Newton, IA, US, 50208 Columbus, NE, US, 68601 Carroll, IA, US, 51401 Cavalier, ND, US, 58220 North Platte, NE, US, 69101 Fargo, ND, US, 58108 Crookston, MN, US, 56716 Emporia, KS, US, 66801-7350 Emmetsburg, IA, US, 50536 Thief River Falls, MN, US, 56701 Madison, MN, US, 56256 Cedar Falls, IA, US, 50613-0396 Alexandria, MN, US, 56308 McCook, NE, US, 69001-2141 Lisbon, ND, US, 58054 Fergus Falls, MN, US, 56537 Aberdeen, SD, US, 57401 Oskaloosa, IA, US, 52577-3717 Grafton, ND, US, 58237-2225 Sioux Falls, SD, US, 57108 Valley City, ND, US, 58072 Devils Lake, ND, US, 58301 Willmar, MN, US, 56201 Grand Forks, ND, US, 58208-3570 Marysville, KS, US, 66508-0349 Scottsbluff, NE, US, 69361 Rapid City, SD, US, 57702 Minot, ND, US, 58702 Redwood Falls, MN, US, 56283 Kearney, NE, US, 68847 Powell, WY, US, 82435 Storm Lake, IA, US, 50588 Decorah, IA, US, 52101 Ada, MN, US, 56510 Fosston, MN, US, 56542 LaMoure, ND, US, 58458 Pierre, SD, US, 57501 Hiawatha, IA, US, 52233 Parsons, KS, US, 67357-8110 Yankton, SD, US, 57078 Sheldon, IA, US, 51201 Wahpeton, ND, US, 58075 Graceville, MN, US, 56240 Roseau, MN, US, 56751 ONeill, NE, US, 68763 Wausau, WI, US, 54402 Rugby, ND, US, 58368 Mason City, IA, US, 50401 Crosby, ND, US, 58730 Broken Bow, NE, US, 68822 Mitchell, SD, US, 57301-7248 Hallock, MN, US, 56728 Sioux City, IA, US, 51106

Req ID:  1869
Salary Range:  $57,700-$93,630
Incentive Opportunity:  7.5% - 15%

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. While each association is owned by its local farmers and ranchers, they collaborate by pooling resources, expertise, and talent to provide affordable credit, crop insurance, and financial services.

Our associations are united by a common mission and commitment to serving rural America and supporting each other, which drives the success of the farmers, ranchers, and agribusiness we serve. We take pride in being a great place to work, and this enthusiasm is reflected in the relationships our team members foster with one another and with our customers.

 

Job Summary

*This position is required to work a percentage of time each week in the Omaha, NE, Fargo, ND or one of the retail offices within our footprint.*

 

We are seeking an Account Management Specialist who will 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
    • 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 (application completion, verifying loan information, loan documentation, fee administration and collection, and all other pre and post-closing activities).
    • Will involve a high level of direct contact and involvement with customers throughout the loan process and ongoing account management to include but not limited to activities such as general loan related questions, fraud issues, processing of cash management product requests, patronage inquiries, account transaction inquiries and problem issue resolutions.
    • 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

  • Bachelor's Degree 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 in sales, commercial lending, loan processing, and/or customer service

Certification and Technical Requirements

  • Proficient in Windows environment using Microsoft Word, Excel, and Microsoft Edge

 

About Us:

AgCountry has 45 offices, is based in Fargo, North Dakota and serves portions of North Dakota, Minnesota, and Wisconsin, FCSAmerica is based in Omaha, NE and has 42 local offices serving rural communities and agriculture in Iowa, Nebraska, South Dakota, and Wyoming. Frontier Farm Credit has six offices serving 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.

 

AgCountry Farm Credit Services, ACA, Farm Credit Services of America, ACA, and Frontier Farm Credit, ACA are Equal Employment Opportunity employers, and they comply with all applicable federal, state, and local fair employment practices laws.