Cash Management Advisor
Omaha, NE, US, 68137-2210
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
We’re looking for a strategic and customer-focused Cash Management Advisor to lead and coordinate cash management solutions across Corporate, Commercial, and Retail customers. In this role, you’ll assess customer needs, identify potential cash management solutions and providers, and serve as a trusted advisor to internal lines of business. You’ll bring deep expertise in cash management products, providers, and industry best practices—collaborating with teams to enhance customer relationships and drive product adoption.
Essential Duties & Responsibilities
- Collaborates with lending and operations roles to provide cash management expertise. Includes collaboration with other financial institutions and providers.
- Utilize technology to prepare and present proposals and demonstrations to provide a comprehensive overview of customers' cash management needs, including provider options.
- Updates the Customer Relationship Management (CRM) system on customer calls, workflow stages, customer reviews, etc. for both new and existing cash management customers and prospects, supporting lending and operations teammates and enabling current and accurate report generation by portfolio, provider, and initiatives.
- Performs timely follow-up on newly implemented cash management providers to address any concerns and ensure customer satisfaction.
- Attend Association/industry events to maintain and share awareness of the fast-paced changes in the Cash Management/Treasury Services/Payments/Provider arenas.
- Provides customer feedback and input to product managers for ideas regarding new product and provider development, enhancements and modifications requested, or of interest to the market, based on actual client feedback or market intelligence.
- Research and maintains up-to-date knowledge of competitor’s products and pricing in the market.
- Coordinate with Marketing to effectively articulate Cash Management options and providers.
- Partners with Training Solutions to effectively train teammates on general cash management providers and best practices.
Travel Time
Travel during the day - 40%
Travel overnight - 30%
Education Requirements
Bachelor's Degree or equivalent work experience in related area.
Years of Experience
8+ years of cash management consultative sales experience.
CTP certification preferred
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.