Client Service Representative

7 days ago

Mankato, Minnesota, United States Compeer Financial Full time
Position Overview

This role supports various lending programs by providing high-quality client service to internal and external clients. Key responsibilities include transaction analysis and documentation, systems accounting and reporting, portfolio servicing, and overall client support.

Essential Functions
  • Establish and maintain strong relationships with internal and external clients, acting as a liaison between the organization, clients, and third parties.
  • Provide exceptional service to all clients, ensuring a consistent client experience that aligns with Compeer Financial's mission and vision.
  • Educate the team, clients, and third parties on policies, processes, transactional delivery, and servicing.
  • Coordinate and track the compilation of documents needed for transactions, submitting information to the appropriate team member or department.
  • Coordinate, review, and determine documents required to perfect Compeer's lien position on short-term transactions.
  • Accurately process receipts, disbursements, and maintenance to client accounts.
  • Scan and index documents into the archival system.
  • Prepare and deliver legal documents to clients on a timely basis to meet regulatory and compliance requirements.
  • Assist 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. 0-5 years of 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.
  • Focus on client service.
  • Mathematical skills.
  • Problem-solving skills.
  • Strong organizational, listening, written/verbal communication, and interpersonal skills.
  • Computer skills, including MS Office applications and other systems needed to perform functions of the role.
  • Flexible and adaptable to changing priorities and 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.
About 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.

  • Client Service Representative

    2 days ago

    Mankato, Minnesota, United States Compeer Financial Full time

    Job Title: Client Service RepresentativeCompeer Financial is seeking a collaborative and dynamic professional to join our team as a Client Service Representative. As a key member of our team, you will play a crucial role in providing exceptional service to our clients and supporting our mission to champion the hopes and dreams of rural America.Job...

  • Client Service Representative

    2 weeks ago

    Mankato, Minnesota, United States Compeer Financial Full time

    Job Title: Client Service RepresentativeCompeer Financial is seeking a collaborative and innovative professional to join our team as a Client Service Representative. This role is a key part of our Top Workplace culture, where we empower rural America to achieve its goals and expand its possibilities.Job Summary:This position supports various lending programs...

  • Client Service Representative

    1 week ago

    Mankato, Minnesota, United States Compeer Financial Full time

    Position OverviewThis role supports various lending programs by providing high-quality client service to internal and external clients. Key responsibilities include transaction analysis and documentation, systems accounting and reporting, portfolio servicing, and overall client support.Essential FunctionsEstablish and maintain strong relationships with...

  • Client Service Representative

    2 weeks ago

    Mankato, Minnesota, United States Compeer Financial Full time

    Position Overview: Compeer Financial is seeking a collaborative and dynamic professional to support various lending programs through exceptional client service. The ideal candidate will work closely with internal and external clients, third parties, and the organization to provide a consistent client experience that aligns with our mission and vision.Key...

  • Agricultural Client Service Representative

    3 weeks ago

    Mankato, Minnesota, United States Farm Credit Full time

    About the RoleCompeer Financial is seeking a collaborative and dynamic professional to support our Top Workplace culture.Position OverviewThis position plays a critical role in supporting the organization through exceptional client service to internal and external clients, prospects, and third parties.Key ResponsibilitiesProvide professional, high-quality...

  • Tax Professional

    2 weeks ago

    Mankato, Minnesota, United States H&R Block Full time

    About H&R BlockWe believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We value diversity and inclusion, making everyone feel like they belong.A Typical DayAs a Client Service Professional/Receptionist, you'll help others make confident, informed...

  • Tax Professional

    1 week ago

    Mankato, Minnesota, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Receptionist - Franchise Location. As a key member of our front-line team, you will be responsible for providing exceptional client service, ensuring a seamless experience for our clients, and contributing to the overall success of our office.Key...

  • Agricultural Client Service Specialist

    2 weeks ago

    Mankato, Minnesota, United States Farm Credit Full time

    Client Service RepresentativeCompeer Financial is seeking a collaborative and innovative professional to support our Top Workplace culture.This role provides exceptional service and a consistent client experience that aligns with our mission and vision.Key Responsibilities:Provide professional, high-quality client service to internal and external clients,...

  • Customer Service Representative

    2 weeks ago

    Mankato, Minnesota, United States Compeer Financial Full time

    {"Job Title": "Customer Service Representative", "Job Description": "Compeer Financial: Empowering Rural AmericaWe are seeking a collaborative and innovative professional to join our team as a Customer Service Representative. As a key member of our organization, you will play a vital role in delivering exceptional client service and supporting the growth of...

  • Customer Service Representative

    3 weeks ago

    Mankato, Minnesota, United States Compeer Financial Full time

    Job SummaryCompeer Financial is seeking a highly skilled and customer-focused professional to join our team as a Customer Service Representative. In this role, you will be responsible for providing exceptional service and support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide professional and courteous service to...

  • Automotive Sales and Service Representative

    2 weeks ago

    Mankato, Minnesota, United States Sun Auto Tire & Service Full time

    {"title": "Sales and Service Advisor", "description": "OverviewSun Auto Tire & Service is a locally-owned business that has been serving our clients with honesty and integrity since 2007. We maintain the highest level of repair and service at a fair price and are devoted to client satisfaction.Job SummaryWe have immediate openings for Sales and Service...

  • Customer Service Representative

    2 weeks ago

    Mankato, Minnesota, United States Compeer Financial Full time

    Compeer Financial: Empowering Rural AmericaWe are seeking a collaborative and innovative professional to join our team as a Contact Center Representative. As a key member of our organization, you will play a vital role in delivering exceptional client service and supporting the growth of rural America.Key Responsibilities:Provide high-quality client service...

  • Customer Service Representative

    2 weeks ago

    Mankato, Minnesota, United States Compeer Financial Full time

    Compeer Financial: Empowering Rural AmericaWe are seeking a collaborative and innovative professional to join our team as a Contact Center Representative. As a key member of our organization, you will play a vital role in delivering exceptional client service and supporting the growth of rural America.Key Responsibilities:Provide high-quality client service...

  • Customer Service Representative

    3 weeks ago

    Mankato, Minnesota, United States Compeer Financial Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Compeer Financial. As a key member of our organization, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesProvide professional,...

  • Guest Services Representative

    4 weeks ago

    Mankato, Minnesota, United States Mankato Hilton Garden Inn Full time

    Guest Services Representative Job OverviewWe are looking for a personable and accommodating Guest Services Representative to become a vital part of our team at Mankato Hilton Garden Inn. In this role, you will be responsible for managing all facets of guest experiences at our establishment. Your duties will encompass welcoming guests, overseeing...

  • Customer Service Representative

    3 weeks ago

    Mankato, Minnesota, United States Taylor Corporation Full time

    About Taylor CorporationAs a leading provider of innovative solutions, Taylor Corporation is seeking a highly skilled Customer Service Representative to join our team. With a strong focus on customer satisfaction, we strive to deliver exceptional service and support to our clients.Your Opportunity:In this role, you will play a critical part in ensuring our...

  • Customer Service Representative

    1 week ago

    Mankato, Minnesota, United States Aramark Uniform Services Full time

    Job SummaryAramark Uniform Services is seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a key member of our sales and service team, you will be responsible for delivering exceptional customer service, building strong relationships with clients, and driving sales growth.Key ResponsibilitiesSafely operate a...

  • Customer Service Representative

    1 week ago

    Mankato, Minnesota, United States UniFirst Full time

    About the RoleWe are seeking a highly skilled Customer Service Representative to join our team at UniFirst. As a key member of our customer-facing team, you will be responsible for delivering exceptional customer service and support to our clients.Key ResponsibilitiesAssist customers with inquiries and concerns related to accounts, procedures, and...

  • Customer Service Representative

    3 weeks ago

    Mankato, Minnesota, United States Taylor Corporation Full time

    About Taylor CorporationAs a leading provider of innovative solutions, Taylor Corporation is seeking a highly skilled Customer Service Center Representative to join their team. This role is a fantastic opportunity to make a real impact and be part of a dynamic company that values its employees.Your Key Responsibilities:Provide exceptional customer service...

  • Customer Service Associate

    1 week ago

    Mankato, Minnesota, United States Thin Film Service Full time

    Job Opening Customer Service Representative Customer Service Representative North Mankato, MN Position Summary:As a key member of our Sales Department, the Customer Service Representative will play a vital role in driving operational effectiveness by completing tasks that support our organization's goals. The ideal candidate will possess a unique blend of...