Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!
Tell me more about this opportunity.
Position Overview: This position supports the organization through professional, high quality client service to internal and external clients, prospects and third parties.
Essential Functions:
Provides exceptional service and a consistent client experience that aligns with the mission and vision of Compeer.
Responds to client faxes and email inquiries.
Monitors Compass email box & triages as necessary.
At the client's request, performs a variety of transactions.
Answers and resolves client questions including address changes, patronage information and eSign documents.
Actively promotes the organization's digital offering to enhance the client experience.
Assists clients in account maintenance corrections. Investigates misapplied payments and consults with Finance as needed to understand data to assist in correcting the issue or explaining the issue to the client.
Transfers incoming calls to the appropriate team member when needed.
Minimum Qualifications & Required Knowledge, Skills and Abilities:
High school diploma or GED.
0-5 years of client service experience, preferably in a financial institution.Solid technical skills.
General knowledge of farming operations and agriculture.
General knowledge of basic accounting principles and procedures.
Attention to detail and accuracy.
Mathematical and problem solving skills.
Basic typing skills.
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.
Flexible and adaptable to changing situations.
Ability to multi-task in a fast-paced environment.
Ability to work independently and cooperatively with other team members to service all aspects of client needs.
Who is Compeer Financial? Compeer Financial exists to champion the hopes and dreams of rural America. By joining our team, you will help empower those in agriculture and rural communities to achieve their goals and expand their possibilities. We embrace business agility and innovative approaches to serving our clients and communities.
Why join our team?
Amazing team members who are passionate about serving agriculture and rural America.
Investment in our team members' education, growth and development.
Engagement in our communities through giving back and volunteerism.
Flexible, collaborative and dynamic work environment.
Great benefits:
Medical, Dental, Vision insurance
401K (3% Compeer contribution & up to an additional 6% match)
Paid time off (vacation, sick leave, holidays, volunteer time)
Find out why our team members choose Compeer Financial by watching this video.
Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.