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Client Relations Specialist

2 months ago

Waite Park, Minnesota, United States Compeer Financial Full time

Company Overview: Compeer Financial is dedicated to fostering a collaborative and innovative work environment, recognized as a Top Workplace.

Position Summary: We are looking for a Client Service Representative to enhance our lending programs by delivering exceptional client service to both internal and external stakeholders. This role encompasses transaction analysis, documentation, systems accounting, reporting, monitoring, and overall client support throughout the loan and lease cycles.

Key Responsibilities:

  • Build and maintain robust relationships with clients and third parties, acting as a vital link between them and the organization.
  • Deliver outstanding service to ensure a consistent client experience that aligns with Compeer's mission and vision.
  • Educate clients and team members on policies, processes, and service delivery.
  • Coordinate the collection of necessary documentation for transactions and ensure timely submission to relevant departments.
  • Review and determine documentation needed to secure Compeer's lien position on short-term transactions.
  • Process client account transactions accurately, including receipts and disbursements.
  • Manage the scanning and indexing of documents into the archival system.
  • Prepare and deliver various legal documents to clients promptly to comply with regulatory requirements.
  • Assist financial officers in identifying suitable client products and delivery methods.

Qualifications:
  • High school diploma or GED; further education is preferred.
  • 0-5 years of experience in client service, ideally within a financial institution.
  • Basic understanding of agricultural operations is advantageous.
  • Familiarity with fundamental accounting principles is preferred.
  • Strong attention to detail and accuracy.
  • Client-focused mindset.
  • Mathematical proficiency.
  • Effective problem-solving abilities.
  • Excellent organizational, communication, and interpersonal skills.
  • Proficient in computer applications, including MS Office.
  • Adaptable to changing priorities and capable of multitasking in a dynamic environment.
  • Able to work independently as well as collaboratively with team members to meet client needs.

Why Choose Compeer Financial?
  • Engage with passionate team members committed to serving agriculture and rural communities.
  • Benefit from investment in your education, growth, and professional development.
  • Participate in community engagement through volunteer opportunities.
  • Enjoy a flexible and dynamic work atmosphere.
  • Receive comprehensive benefits, including medical, dental, and vision insurance, along with a 401K plan featuring employer contributions and matches.