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The Agricultural Account Manager will promote and sell products and services to current and potential members, with a focus on agricultural lending products and services and to manage an assigned loan portfolio to ensure all loan activities are in compliance with relevant legislation, regulations, policies and procedures. This position is also responsible for cross selling and making referrals, of other credit union products and services, to credit union specialists.
Through sales and excellent customer service, the incumbent will exceed business goals through the acquisition and or expansion of the member relationship and will cross-sell and make referrals of other credit union products and services to other credit union specialists.
Essential Skills
- Reading text
- Document use
- Numeracy
- Writing
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
- Significant use of memory
Additional Skills
- Know and use computer hardware and software
Specific Skills
- Submit credit and loan applications to management
- Review and update credit and loan files
- Research and evaluate loan applicant's financial status, references, credit and ability to repay loan
- Promote sale of credit and loan services
- Interview applicants for loans
- Complete credit and loan documentation
- Approve or reject applications, or recommend applications for approval or rejection
Work Setting
- Credit union
Type of Loan Experience
- Personal
- Farm
- Business
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