Customer Account Representative
Posted on Indeed on May 04, 2021

Why should you join our team?

American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world. We are a growing organization embracing collaboration and innovation while delivering transformative solutions. American AgCredit provides a cultivating environment where you truly make a difference for our customers and teams.

Benefits offered by American AgCredit:

  • Commitment to agriculture and the communities we serve
  • Family friendly work environment
  • Investment in employee development
  • Medical, Dental and Vision coverage
  • Outstanding 401k – automatic 3% employer contribution, plus match up to 6%
  • Generous Paid Time Off (Vacation accrued at 15 days annually, Sick Days accrued at 15 days annually, plus 11 paid holidays)
  • Competitive Incentive Compensation Plan
  • Disability & Life Insurance
  • Employee mental, physical, and financial wellness programs
  • Opportunity to travel to our headquarters in Santa Rosa, California!


The Customer Account Representative supports the core of the Association’s customer support operations, responsible for providing outstanding customer service and specialized technical assistance to the associations high touch and complex customer accounts within American AgCredit’s digital banking solutions and treasury management products and services team. Every customer interaction provides an opportunity to further the Association’s mission by making it easy for customers to do business with the bank. As part of the Treasury Management Solutions team, the Customer Accounts Representative is proactive and professional with a focus on solving complex customer issues, listening for and suggesting tools and services that will further engage the customer while identifying and solutioning for Treasury Management products and serving as an expert in all the ways the Association moves money for its customers.


  • Demonstrate exceptional customer service by serving as a conduit for high touch and corporate / commercial customer inquiries and transactions. Ensure every interaction is a positive one by actively listening and appropriately responding to inquiries related to digital banking and treasury management solutions, payments and disbursements support and proactively connecting customers with other functional areas when appropriate.

  • Process requests for disbursement of loan funds, payments, and daily balancing.

  • Identify and refer additional solutions selling opportunities to the Treasury Solutions Consultant for new treasury management sales.

  • Recognize customer activity trends and behaviors and collaborate with the Treasury Management Solutions Consultant to develop solutions selling strategies.

  • Partner with the Treasury Management Solutions Consultant to build account structures and facilitate implementations.

  • Provide end-user support for treasury management products and services. Ensure seamless establishment of assigned products and provide excellent ongoing support.

  • Assist with products and services onboarding by coordinating with the customer and any applicable service providers or internal teams.

  • Adhere to Association policies and procedures with an emphasis on the compliance and fraud detection functions.

  • Respond independently to requests for information and assistance; exercise independent judgment and provide excellent customer service. Escalate customer issues as appropriate and necessary for timely resolution.

  • Participate in special projects related to cash management and banking solutions for customer facing inquiries. Recommend enhancements and stay appraised of changes to Treasury Management products and systems.

  • Provide and lead trainings and participate in documentation for Treasury Management for both internal and external resources.

  • Provide backup support to both Customer Support Representatives and Transaction Account Representatives.

Perform other functions assigned.


Exercises no supervision; regularly provides technical guidance and training; makes some independent decisions; works under general direction and general supervision of Customer Success Lead.


  • Education: High school diploma, plus at least two years of post-high school education or equivalent

  • Experience: 5 years experience performing similar functions, including customer support

  • Outstanding problem solving and analytical abilities, demonstrated ability to advocate for client needs

  • Deeper knowledge of Treasury Management Solutions products

  • Demonstrated ability to generate highly accurate work and make independent decisions while being detail oriented

  • Knowledge of accounting, electronic banking, and lending operations procedures

  • Must be proficient in organizing and prioritizing work to meet deadlines

  • Takes ownership of situations and ensures follow through with minimal supervision

  • Demonstrates the ability to build trust and relationships with clients and peers

  • Exceptional written and verbal communication skills

  • Exceptional persuasive and interpersonal skills, including exceptional customer service skills

  • Proficient in the use of PC, including e-mail, word processing and electronic spreadsheet software

  • Intermediate level experience with Microsoft Excel and PowerPoint


Must have the ability to perform basic office tasks and work in a typical office setting. Employee will be sitting for extended periods of time and accomplishing work at a desk and work at a computer for an extended period. Must have strong written and verbal communication skills to adequately convey ideas and work well with a team. Ability to talk and hear, sit, and use their hands and fingers, and reach in all directions is essential in performance of the job. Some lifting and moving of items up to 25 pounds required. Work during established business hours and may require occasional weekend and/or evening work.


Minimum - $60,160.00 Midpoint - $75,200.00 Max - $94,000.00.00

This range is reflective of the national salary average for this position and will be adjusted using geographic variance for physical location of the hired candidate. American AgCredit may compensate outside of the salary range for bona fide reasons not related to membership in a protected class.

All hiring is contingent on eligibility to work in the United States. We are unable to sponsor or transfer visas for applicants .

American AgCredit is proud to be an Equal Employment Opportunity and Affirmative Action employer. We celebrate diversity and prohibit discrimination in all aspects of employment, including equitable treatment, hiring, promotion, discipline, and termination, based on race, religion, color, sex, disability, national origin, pregnancy, age, military status, veteran status, genetic information, or any other characteristics protected by applicable federal, state, or local laws. All decisions affecting employment are decided on the basis of qualifications, merit, and business need. American AgCredit is committed to building inclusive teams that represent a variety of backgrounds, perspectives, and skills.

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