Associate Client Relationship Specialist

2 weeks ago

Saint Paul, Minnesota, United States Compeer Financial Full time

About Us:

Compeer Financial is a leading provider of financial solutions tailored for the agricultural sector, offering a comprehensive suite of financing programs to agribusinesses engaged in the sale of crop inputs and seeds across the United States.

We empower agribusinesses with a robust financing platform that facilitates seamless loan approvals and provides real-time access to credit resources, reporting, and portfolio analytics.

As a trusted partner, Compeer Financial collaborates with some of the largest retailers and cooperatives in the industry, delivering cutting-edge technology solutions that integrate seamlessly into their operations.

Our organization is part of the Farm Credit System, which serves as the Center of Excellence for input financing programs, providing essential financial services to farmers, ranchers, and rural communities.

This role is designed to offer system, process, and training support for a designated portfolio of input financing partnerships, ensuring that productive and profitable relationships are established and nurtured with national, regional, and local agricultural retailers.

The position involves close collaboration with agribusiness partners and retailers to deepen relationships, support the Grower Life Cycle, and enhance platform utilization.

Working across the Compeer Financial organization, this role ensures the effective delivery and management of platform performance, customer service, and a future-focused approach to client engagement.


Key Responsibilities:

  • Collaborate with clients to define program specifics and relay information to IT for necessary configurations.
  • Manage customer user permissions effectively.
  • Conduct audits of dealer accounts and maintain the accuracy of the CRM database.
  • Create training materials including presentations, handouts, guides, and reference documents.
  • Partner with IT to assess and resolve system-related issues.
  • Serve as a liaison to monitor platform utilization and recommend enhancements to optimize usage for clients and their growers.
  • Gather and compile feedback on systems and processes to share with the team for potential improvements to the customer experience.
  • Guide technology platform usage by interpreting dealer feedback and collaborating with IT and other stakeholders.
  • Provide ongoing customer support, including the resolution of service-related issues.
  • Address customer inquiries through various communication channels.
  • Oversee program system setup and track engagement throughout the agricultural season.
  • Assist in identifying enhancements that deliver value to customers and support the growth of their programs.

Qualifications & Skills Required:

  • Associate's degree in business administration or a related field; or an equivalent combination of education and experience.
  • At least 3 years of customer service experience within financial institutions.
  • Strong communication skills, both verbal and written, with the ability to engage effectively with internal teams and cross-functional partners.
  • Proven experience in implementing programs and processes.
  • Demonstrated problem-solving abilities.
  • Strong decision-making skills with a focus on results.
  • Ability to negotiate and foster deeper relationships.
  • Experience managing significant projects or assignments.
  • Excellent listening and interpersonal skills.
  • Solid understanding of business trends affecting the agricultural and technology sectors.
  • Proficient in computer applications, including MS Office, CRM systems, and videoconferencing tools.
  • Highly organized with the ability to meet tight deadlines on complex tasks.
  • Adaptable to changing environments and capable of multitasking.
  • Ability to work independently and collaboratively to meet client needs.
  • Valid driver's license.

Why Join Us?

At Compeer Financial, we pride ourselves on our dedicated team members who are passionate about serving agriculture and rural America. We invest in our employees' education, growth, and development while actively engaging in our communities through volunteerism and giving back. Our work environment is flexible, collaborative, and dynamic, offering great benefits including medical, dental, and vision insurance, a 401K plan with contributions and matching, and paid time off for vacations, sick leave, holidays, and volunteer activities.

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