Client Service Representative

24 hours ago

Rochester, Minnesota, United States Compeer Financial Full time
Client Service Representative

Compeer Financial is seeking a collaborative and dynamic professional to support our Top Workplace culture. As a Client Service Representative, you will play a crucial role in delivering exceptional service to internal and external clients, ensuring a consistent client experience that aligns with our mission and vision.

Key Responsibilities:
  • 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.
  • 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 needed to perfect Compeer's required 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 a variety of 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.
Requirements:
  • 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 other systems needed to perform functions of the role.
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.

Why Work with Us:
  • 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)

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