Casual/Seasonal Contact Center Assistant

The role

The Casual/Seasonal Contact Center Assistant provides administrative and processing support to the Contact Center during a high-volume seasonal period. This role helps ensure team members and clients receive accurate, efficient and reliable service.

What you will do

• Open, scan and index collateral insurance mail.
• Index client tax returns and update related case records in Salesforce.
• Process and route return mail and other incoming correspondence.
• Maintain tracking systems and follow department procedures and best practices.
• Process loan and lease payoff requests.
• Complete client change-of-address requests.
• Resend annual and tax statements.
• Schedule client tax appointments.
• Set up and register clients for events.

Required qualifications

• Ability to work on-site in Mankato, MN for the seasonal assignment and required schedule.
• Ability to handle confidential client and financial information appropriately.
• Basic computer proficiency and ability to learn new systems and processes.
• High School Diploma or equivalent

Nice to have

• Previous administrative, customer service, financial services or document-processing experience

Benefits

• Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

Before you apply

• Must be authorized to work for any employer in the United States.
• Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

About the company

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. They provide financial services to support agriculture and rural communities.