Customer Service Representative
3 weeks ago
This role supports the organization by providing exceptional client service to internal and external clients, prospects, and third parties.
Key Responsibilities- Provide professional, high-quality client service that aligns with Compeer's mission and vision.
- Respond to client inquiries via email and fax.
- Monitor and triage Compass email box as necessary.
- Perform various transactions at the client's request.
- Answer and resolve client questions, including address changes, patronage information, and eSign documents.
- Promote the organization's digital offerings to enhance the client experience.
- Assist clients with account maintenance corrections.
- Investigate misapplied payments and consult with Finance as needed.
- Transfer incoming calls to the appropriate team member when necessary.
- High school diploma or GED.
- 0-5 years of client service experience, preferably in a financial institution.
- Solid technical skills.
- General knowledge of farming operations and agriculture.
- General knowledge of basic accounting principles and procedures.
- Attention to detail and accuracy.
- Mathematical and problem-solving skills.
- Basic typing skills.
- Organizational, listening, written/verbal communication, and interpersonal skills.
- Computer skills, including MS Office applications, customer relationship management (CRM) programs, online banking applications, document management software, and other related applications.
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.
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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