Customer Experience Specialist

Job Summary Seeking a facilitator of the customer journey through the loan process and all aspects of product delivery before, during and after the closing. As a Customer Experience Specialist, you will be the customers point-of-contact, establishing strong relationships by providing exceptional levels of service and support. You will engage with customers, prospects, team members and visitors through phone, in-person, and digital channels. Responsible for monetary accounting activities, addressing customer inquiries, assisting with customer-facing technology and overall management of office operations. Accountable for application processing and coordination from the point of application through working with customers to obtain signatures. Essential Duties & Responsibilities Customer & Sales Assistance Responsible for accurately documenting customer interactions and seeing them through to resolution, including collaboration with teammates and escalation to internal resources when necessary. Generate referrals by promoting core products, services and digital tools. Provide Sales Support for Sales Team. Monetary Activities Follow established protocols to prevent fraud and risk, ensuring appropriate authorization forms are signed, and document and process all monetary transactions such as payments and wire transfers. Responsible for addressing customer inquiries related to payments, interest, and account changes, as well as resolving overdrafts and past due accounts with the involvement of other teammates, if necessary. Loan Application and Line of Credit Processing and Coordination Coordinate new loan application needs from submission to obtaining signatures from customers. Enter applications into appropriate systems and work with officers to gather necessary financial, legal, and identification documentation. Responsible for renewal administration which includes requesting financial information from customers, submitting financials for input, and verifying customer-provided financials. Contact customers regarding renewal status and coordinate with other teammates to ensure documents are prepared. Renewal of operating line of credit. Office Operations Responsible for tasks like managing invoices, maintaining office supplies, coordinating loan file record retention, providing administrative support to team leaders and teammates, validating vendor identification and work orders, coordinating facility service requests, and managing pooled vehicles by scheduling maintenance and repairs. Education Requirements Preferred Associate's Degree in Business, Finance or related majors or equivalent work experience. Years of Experience A minimum of two years' customer service experience or equivalent work experience. Benefits Health Benefits : Comprehensive medical, dental, and vision insurance Retirement Plans : 401(k) Paid Time Off : Vacation, sick leave, paid holidays, and parental leave Additional Benefits : Life and disability insurance, Employee Assistance Program (EAP), wellness programs, tuition assistance, and short-term incentive pay For a comprehensive overview of our total reward offerings, click here. About Us AgCountry has 43 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. #J-18808-Ljbffr Farm Credit Services of America