Business Services Specialist

Full Time
Mechanicsburg, PA
Posted
Job description
  • One position available. Qualified candidate may work in the Lewisburg, PA, Mechanicsburg, PA, or Mount Joy, PA branch location.

Position Description: Business Services Specialist provides in-office sales and support for Accounting Officers & Ag Business Consultants while serving as the second point of contact for customers. Their focus is providing in-house payroll processing, in-house recordkeeping services, assisting with tax preparation services, and building strong customer relationships. They maintain a favorable Farm Credit image through promoting & supporting the accounting related services to improve customer success.

Area of Responsibilities include:

  • Invoicing & billing of Business Services customers for services rendered (primary function)
  • Customer Success - Promptly and professionally responds to email communication and phone calls as well as meet with customers in the branch as needed, building strong customer relationships.
    • Investigate and resolve customer problems as requested by accounting staff, coordinating resolutions to customer challenges.
  • Accounting Support - Provides timely support to respective accounting staff through a variety of administrative and support duties associated with accounting & tax services.
    • Provides administrative support with year-end tax mailings, assembly of customer tax return packages, and tracking and electronic filing of tax returns, etc.
  • Payroll & Records Processing - Performs all in-house payroll and recordkeeping services for customers.
    • Responsible for in-house record keeping, data entry, reporting, reconciliations and delivery of complete record packages to customers.

REQUIREMENTS:

  • Education and/or experience equivalent to an Associate's Degree in Accounting, Business, or related field.
  • Generally, zero to two years of experience in payroll processing, accounting functions, tax preparation or other financial related processing.
  • Proficient interpersonal relations and communication skills.
  • Possesses strong organizational skills.
  • Basic knowledge of accounting and tax software.
  • Builds a basic working knowledge of farm accounting principles and their application.
  • Identifies and understands requires customer information needed to provide payroll, records or tax return services.

Equal Opportunity Employer including veterans and individuals with disabilities


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