Contact Center Representative

Compeer Financial • Mankato, MN

1d • Hybrid

About The Position

The Contact Center Representative supports Compeer Financial by providing professional, high-quality service to internal and external clients, prospects, and third parties. The role responds to client inquiries, completes requested account and payment transactions, resolves client questions, and promotes the organization’s digital services. This position is based in the Mankato, Minnesota office and offers a hybrid work option of up to 50% remote.

Requirements

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

Nice To Haves

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

Responsibilities

• Provide exceptional service and a consistent client experience aligned with Compeer’s mission and vision.
• Respond to client faxes and email inquiries, and monitor and triage the contact center email box.
• At clients’ request, complete transactions including money movement through ACH and templated wires, payoff requests, and client registrations.
• Answer and resolve client questions about address changes, patronage information, and eSign documents.
• Promote Compeer’s digital offerings to enhance the client experience.
• Assist clients with account maintenance corrections.
• Investigate misapplied payments and consult with Finance to understand and correct issues or explain them to clients.
• Transfer incoming calls to the appropriate team member when needed.
• Process returned mail.
• Monitor collateral insurance placements and cancellations and gather information to ensure correct coverage.

Benefits

• Up to 9% toward 401(k), consisting of a 3% fixed Compeer contribution and up to a 6% match.
• Medical, dental, and vision insurance.
• HSA/FSA.
• Life and AD&D insurance.
• Short-term and long-term disability insurance.
• Wellness program and Employee Assistance Program (EAP).
• Vacation, sick leave, holidays, and floating holidays.
• Parental leave.
• Paid volunteer time off.
• Learning and development programs.
• Mentorship programs.
• Cross-functional committee opportunities.
• Professional membership and certification reimbursement.
• Variable compensation.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED