Contact Center Representative

Compeer Financial • Mankato, MN

105d • $41,300 - $58,700

About The Position

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

Requirements

• High school diploma or GED.
• Client service experience, preferably in a financial institution.
• Strong client service and phone skills.
• Attention to detail and accuracy.
• Organizational, listening, written/verbal communication and interpersonal skills.
• Computer skills, including MS Office applications, customer relationship management (CRM) programs, online banking applications, document management software and other related applications.
• Ability to work independently and cooperatively with other team members to service all aspects of client needs.

Responsibilities

• Provides exceptional service and a consistent client experience that aligns with the mission and vision of Compeer.
• Responds to client faxes and email.
• Monitors Compass email box & triages as necessary.
• Performs a variety of transactions, money movement (ACH, Templated Wires); payoff requests and client registrations at the client’s request.
• Answers and resolves client questions including address changes, patronage information and eSign.
• Actively promotes the organization’s digital offering to enhance the client experience.
• Assists clients in account maintenance corrections and investigates misapplied payments.
• Transfers incoming calls to the appropriate team member when needed.
• Processes all returned mail.
• Monitors for insurance placement and cancellations.
• Gathers information for the correct coverage.
• Performs other specialty tasks as needed to meet the needs of the organization.

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).
• Benefits: 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 (i.e. Inclusion Council, emerging professional groups, etc.).
• Professional membership/certification reimbursement.

What This Job Offers

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