Client Service Representative - Remote

Overview

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

In Short

• Provides exceptional service and a consistent client experience that aligns with the mission and vision of Compeer.
• Monitors Compeer email box and triages as necessary.
• Performs a variety of transactions, electronic money movement (ACH); payoff requests and client registrations.
• Answers and resolves client questions including address changes, patronage information and eSign.
• Promotes the organization’s digital offering to enhance the client experience.
• Assists clients in account maintenance corrections and investigates misapplied payments.
• Transfers incoming calls to the appropriate team member when needed.
• Processes all returned mail.
• Monitors for insurance placement and cancellations.

Requirements

• High school diploma or GED.
• Previous years of client service experience, preferably in a financial institution.
• Strong client service and communication skills over the phone.
• General knowledge of farming operations and agriculture.
• General knowledge of basic accounting principles and procedures.
• Mathematical and problem-solving skills.
• Computer skills, including Microsoft Office applications, CRM programs, online banking applications, and document management software.

Benefits

• 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.
• Mentorship programs.
• Cross-functional committee opportunities.
• Professional membership/certification reimbursement.