- Assembles, keys, reviews, distributes and reconciles customer data to produce monthly and annual farm accounting statements.
- Contacts customers who are delinquent in submitting their data for processing or for payment of services. Manage customers to keep delinquencies (missing data) to a minimum.
- Establishes strong customer relationships and takes ownership in customer problems and concerns until they are resolved to the customer’s satisfaction.
- Provides high level education to farm accounting customers and teammates.
- Participates in one-on-one customer product training and leads group training sessions to expand customer knowledge of farm operations management, business planning and marketing decisions.
- Consult customers to ensure financial reporting is appropriate and accounting decision points are understood and implemented.
- Instructs branch co-workers in the interpretation and use of farm accounting statements.
- Serves as a resource to other Farm Accounting Specialists and greater teammates.
- Using a consultative sales method, collaborates with Loan Officers and Tax staff to sell integrated package of financial services – specializing in farm accounting – to new and existing customers.
- Participates in branch and department marketing and business plans that summarize opportunities, threats and needed resources.
- Teams with Loan Officers to develop prospect lists, contact prospects and meet new customer sales goals. Conducts individual and group customer and prospect meetings.
- Develops and maintain documented strategies for large, complex accounts in order to deliver outstanding products and services to retain accounts.
- Establishes networking relationships with individuals in the business and agricultural communities.
- Maintains sales and marketing competence by participating in sales and development training programs.
- Works with the leader and the Education Department to continually expand knowledge and expertise in accounting. Maintains a thorough understanding of farm accounting processes, procedures and regulations. Adapts conventional accounting and record keeping functions to comply with all processes and procedures.
- Volunteers or works on special projects, as assigned.