Contact Center Representative

The role

This person provides professional client service to internal and external clients, prospects, and third parties. They handle inquiries, transactions, and account maintenance to support the organization.

What you will do

• Provides service that aligns with the mission and vision of Compeer.
• Responds to client faxes and email inquiries.
• Monitors contact center email box and triages as necessary.
• Performs transactions, money movement, payoff requests and client registrations.
• Answers and resolves client questions including address changes, patronage information and eSign documents.
• Promotes the organization's digital offering.
• Assists clients in account maintenance corrections.
• Investigates misapplied payments and consults with Finance.
• Transfers incoming calls to the appropriate team member.
• Processes returned mail and monitors for collateral insurance placement.

Required qualifications

• High school diploma or GED.
• Attention to detail and accuracy.
• Mathematical and problem-solving skills.
• Basic typing skills.
• Organizational, listening, written/verbal communication and interpersonal skills.
• Computer skills, including Microsoft Office applications, customer relationship management (CRM) programs, online banking applications, document management software and other related applications.

Nice to have

• Previous client service experience, preferably in a financial institution.
• General knowledge of farming operations and agriculture.
• General knowledge of basic accounting principles and procedures.

Benefits

• Hybrid model – up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
• medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
• Learning and development programs
• Mentorship programs
• Cross-functional committee opportunities
• Professional membership/certification reimbursement

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.