Client Service Representative
1 month ago
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 various lending programs through professional, high-quality client service to internal and external clients. Primary responsibilities include transaction analysis and documentation; systems accounting, reporting and monitoring; portfolio servicing; and overall client service and support. Works closely with internal and external clients as well as third parties throughout all phases of loan/lease cycles including post close servicing, documentation and final exit.Essential Functions:Establishes, develops and maintains a strong relationship with internal and external clients and third parties. Acts as a liaison between the organization, clients and third parties.Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer.Educates the team, clients and third parties on policies, processes, transactional delivery and servicing.Coordinates and tracks the compilation of documents needed for transactions. Submits information to appropriate team member/department to take further action.Coordinates, reviews and determines documents needed to perfect Compeer's required lien position on short term transactions.Accurately processes receipts, disbursements and maintenance to client accounts.Scans and indexes documents into archival system.Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements.Assists financial officers in determining appropriate client products and delivery tools.Minimum Qualifications & Required Knowledge, Skills and Abilities:High school diploma or GED; secondary education preferred.Previous client service experience, preferably in a financial institution.Preferred general knowledge of farming operations and agriculture.Preferred general knowledge of basic accounting principles and procedures.Attention to detail and accuracy.Problem solving and basic mathematical skills.Strong organizational, listening, written/verbal communication and interpersonal skills.Computer skills, including Microsoft Office applications and and/or other systems needed to perform functions of the role. 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 insurance401K (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 . How do I apply? Qualified candidates, please apply online at www.compeer.com/careers .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.
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Client Service Representative
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Rochester, United States Randstad North America, Inc. Full timeRandstad has an exciting opportunity currently available in Rochester, NY! We are looking for experienced Client Service Representatives to join this team! This position has permanent potential with one of our clients, a Financial Services Company. - Client Service, Representative, Service, Retail, Staffing, Client
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Client Service Representative
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Client Service Representative
2 months ago
Rochester, United States Heartland Veterinary Partners LLC Full timePractice: Broadway Veterinary Hospital opened in June 2007. The team has a combined total of 45 years of clinical experience and practices thorough and compassionate veterinary medicine, surgery, and dentistry. Recognizing that every pet is unique, we will spend the time necessary to provide the options and information needed to give your pets the best...
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Client Service Representative
2 months ago
Rochester, United States Heartland Veterinary Partners LLC Full timeJob DescriptionPractice:Broadway Veterinary Hospital opened in June 2007. The team has a combined total of 45 years of clinical experience and practices thorough and compassionate veterinary medicine, surgery, and dentistry. Recognizing that every pet is unique, we will spend the time necessary to provide the options and information needed to give your...
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Client Service Representative
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Rochester, United States Heartland Veterinary Partners LLC Full timePractice: Broadway Veterinary Hospital opened in June 2007. The team has a combined total of 45 years of clinical experience and practices thorough and compassionate veterinary medicine, surgery, and dentistry. Recognizing that every pet is unique, we will spend the time necessary to provide the options and information needed to give your pets the best...
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Rochester, MN, United States Heartland Veterinary Partners LLC Full timePractice: Broadway Veterinary Hospital opened in June 2007. The team has a combined total of 45 years of clinical experience and practices thorough and compassionate veterinary medicine, surgery, and dentistry. Recognizing that every pet is unique, we will spend the time necessary to provide the options and information needed to give your pets the best...
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Rochester, New York, United States South Towne Veterinary Hospital Full timeJob SummaryThe Customer Service Representative serves as the primary point of contact for our clients and their pets, providing exceptional service and support in a fast-paced hospital environment.Key ResponsibilitiesAnswer telephones and greet clients in a professional and friendly mannerScreen calls and refer clients to other staff members as neededProvide...
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