Contact Center Representative

Compeer Financial • Mankato, MN

2d • $42,300 - $60,100 • Hybrid

About The Position

This position supports Compeer Financial by providing professional, high-quality service to internal and external clients, prospects, and third parties. The role responds to client inquiries by phone, fax, and email; carries out requested account and money-movement transactions; answers questions and helps resolve account issues; and promotes Compeer’s digital services. It also performs account maintenance, investigates payment issues, processes returned mail, and monitors collateral insurance placement and cancellations. The 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.
• Authorization to work for any employer in the United States; Compeer is unable to sponsor or take over sponsorship of an employment visa.

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.
• Monitor the contact center email box and triage inquiries as necessary.
• At clients’ request, perform transactions, money movement such as ACH and templated wires, payoff requests, and client registrations.
• Answer and resolve client questions, including 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 as needed to understand data, correct issues, or explain them to clients.
• Transfer incoming calls to the appropriate team member when needed.
• Process all returned mail.
• Monitor collateral insurance placement and cancellations and gather information for the correct coverage.

Benefits

• Hybrid work model with up to 50% work from home.
• Flexible schedules, including ample flexibility during summer months.
• Up to 9% toward 401(k), including a 3% fixed Compeer contribution and up to a 6% match.
• Medical, dental, and vision benefits.
• HSA/FSA.
• Life and AD&D insurance.
• Short-term and long-term disability.
• 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, including the Inclusion Council and emerging professional groups.
• Professional membership and certification reimbursement.
• Variable compensation.

What This Job Offers

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