Contact Center Representative

Compeer Financial; Mankato (MN); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Hybrid work model

Flexible schedules

Excellent benefits

Learning and development programs

Job summary

Compeer Financial is hiring for a client service role that supports internal and external clients, prospects, and third parties from a hybrid Mankato, MN location. The position emphasizes high-quality service, responsive email and fax handling, and facilitating routine banking transactions.

The role requires a high school diploma or GED, knowledge of farming operations, and basic accounting skills, with opportunities to grow through development programs and cross-functional initiatives.

Qualifications

• High school diploma or GED required.
• Previous client service experience preferred in a financial institution.
• General knowledge of farming operations and agriculture.
• General knowledge of basic accounting principles and procedures.

Responsibilities

• Provide exceptional service and a consistent client experience.
• Respond to client faxes and email inquiries.
• Monitor the contact center email box and triage inquiries.
• Perform transactions such as ACH, templated wires, payoff requests, and client registrations.
• Answer questions including address changes and patronage information.
• Promote the organization’s digital offerings to enhance client experience.
• Assist clients with account maintenance and correct misapplied payments.

Skills

High attention to detail

Client service

Agriculture knowledge

Basic accounting

Typing

Organizational, listening, written/ver

Microsoft Office

CRM systems

Online banking applications

Education

High school diploma or GED

Tools

Microsoft Office

CRM programs

Online banking applications

Document management software

Job description

Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

• Hybrid model – up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
• Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
• Learning and development programs
• Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Mankato, MN office location.

The contributions you will make:

This position supports the organization through professional, high quality client service to internal and external clients, prospects and third parties.

A typical day:

• Provides exceptional service and a consistent client experience that aligns with the mission and vision of Compeer.
• Responds to client faxes and email inquiries.
• Monitors contact center email box and triages as necessary.
• At the client’s request, performs a variety of transactions, money movement (ACH, Templated Wires), payoff requests and client registrations.
• Answers and resolves client questions including address changes, patronage information and eSign documents.
• Actively promotes the organization’s digital offering to enhance the client experience.
• Assists clients in account maintenance corrections. Investigates misapplied payments and consults with Finance as needed to understand data to assist in correcting the issue or explaining the issue to the client.
• Transfers incoming calls to the appropriate team member when needed.
• Processes all returned mail.
• Monitors for collateral insurance placement and cancelations and gathers information for the correct coverage.
  

The skills and experience we prefer you have:

• High school diploma or GED.
• Previous client service experience, preferably in a financial institution.
• 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 Microsoft Office applications, customer relationship management (CRM) programs, online banking applications, document management software and other related applications.

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Base Pay

$42,300 - $60,100 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.