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Career Opportunity: Contact Center Representative

Job Title
Contact Center Representative
Compeer Financial
Mankato, Minnesota
Experience Level
Entry Level (1-4 years)
Supervisor's Title
Sales and Customer Relationships
Salary Range
DOE, depending on experience
Posted Date
Wednesday, September 6, 2017
Closing Date
Friday, December 1, 2017
Job Description

On July 1, AgStar Financial Services, Badgerland Financial and 1st Farm Credit Services joined together as Compeer Financial, strengthening our commitment to the agricultural community.

Title: Contact Center Representative
Office Location: Mankato, MN

Position Overview: The primary purpose of this position is to provide extraordinary service to all clients utilizing the services of Compeer COMPASS. The individual promotes Compeer Financial’s products and services to clients in order to more fully meet their financial service needs. The Contact Center Representative responds to all incoming telephone calls regarding account status, billing inquires, questions/problems and product/service inquiries. Identifies and addresses the client’s needs and performs client transactions, as directed. When necessary, the individual refers the client to another Compeer team member for additional follow-up. Based on established marketing strategies, initiates outbound calls to educate clients on Compeer’s products and services and to increase event participation in order to deepen our client relationships.

Successful candidates:

  • Identifies/verifies caller based on security questions; transfers funds through ACH, wires, checks, and internal loan transfers; processes registration requests; transfers calls to appropriate team member;
  • Initiates outbound calls for promotions, events, and targeted contacts to deepen client relationships;
  • Scans and electronically saves documents; follows retention policies for documentation destruction;
  • Assists clients with internet banking enrollment, password resets, performing transactions and other operating system support as needed;
  • Maintains calls and service level requirements; tracks calls received in line with department goals; participates in process enhancement projects; and,
  • Ensures collateral insurance status through monitoring of loss payables; maintains data integrity related to client demographics.

Successful candidates will have:

  • Some post high school education in accounting, business administration or related field;
  • Minimum of 2 years related work experience, with prior contact center experience in the financial industry preferred;
  • Background in agriculture preferred;
  • Very good accuracy and attention to detail essential;
  • Very good client service skills essential;
  • Requires very good interpersonal, communication, organizational, and time management skills; and,
  • Requires very good computer skills including MS Office applications (Word, Excel, Outlook, etc.).

Compeer Financial, headquartered in Sun Prairie, WI, will exist to champion the hopes and dreams of rural America like never before. If you are interested in empowering those in agriculture and rural communities to achieve their goals and expand their possibilities, we invite you to learn more about our organization. We are looking for innovative, dynamic and collaborative team members to join our team.

We offer great benefits, including:

  • Competitive base salary
  • Health insurance benefits (medical, dental, vision, etc.)
  • 401k (3% Compeer Financial contribution & up to an additional 6% match)
  • Paid vacation, sick leave, and holidays
  • Educational assistance
  • Training and development programs

Qualified candidates please apply online at www.compeer.com/jobs.

We are 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.