Compeer Financial-posted 5 days ago
Full-time • Entry Level
Hybrid • Mankato, MN
1,001-5,000 employees

Empowered to live. Inspired to work. 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. How we support you: 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 and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit www.compeer.com/careers. This position offers a hybrid work option up to 50% remote and is based out of the Mankato, MN office. The contributions you will make: This role is integral to ensuring a seamless client experience with digital tools, driving usage and satisfaction through education, proactive outreach and successful collaboration with internal teams.

  • Provides direct assistance by answering calls related to digital tools and resolving digital transaction failures.
  • Schedules virtual meetings to train and educate clients on digital tools.
  • Makes outbound calls to clients to promote digital tools and cross-sell.
  • Consults with team members to troubleshoot and resolve client issues via phone or email.
  • Performs wires and other transaction processing upon client request.
  • Assists clients with account maintenance and digital tool queries.
  • Promptly responds to emails in the Digital email box.
  • Assists with onboarding communications and feedback for new digital integrations.
  • Contacts self-enrolled clients to welcome them to digital tools.
  • Provides first call resolution for digital tool issues escalated from the Contact Center.
  • Champions, supports and facilitates organizational change efforts within the contact center and sales teams.
  • Takes the appropriate steps to report on and offer guidance related to client fraud issues and prevention measures.
  • Gathers data from systems as well as client feedback, compiling reports for product managers and sending quarterly updates.
  • Works collaboratively with digital product managers, the sales team and others to boost client usage of digital tools.
  • Collaborates with team leadership and digital product owners to evaluate digital tool usage, assess progress and prepare reports for leadership.
  • High school diploma or GED; secondary education, preferred.
  • Minimum of 3 years of experience in financial services and/or technology support experience in a financial institution, preferred.
  • Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
  • Effectively builds and maintains interpersonal relationships.
  • Strong client service skills.
  • Ability to meet the rapidly changing needs of our clients.
  • Strong problem solving, decision making and organizational skills.
  • Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
  • Must be analytical, have strong technical skills while being a strong communicator to non-technical individuals.
  • High degree of accuracy and confidentiality.
  • Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
  • Flexible and adaptable to changing situations.
  • Valid driver’s license.
  • 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 and more!
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