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
- Mentorship 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.
To learn more about Compeer Financial visitwww.compeer.com/careers.
Where you will work:This position offers a hybrid work option (up to 50% remote, once training is complete, approx. within 1 year) and is based out of the Mankato, MN Office.
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:
Client Service
- Provides exceptional service and a consistent client experience that aligns with the mission and vision of Compeer.
- Responds to client faxes and email
- Monitors Compass email box & 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
- 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.
Document Management Support
- Processes all returned mail.
- Collateral Insurance
- Monitors for insurance placement and cancelations.
- Gathers information for the correct coverage
- Performs other specialty tasks as needed to meet the needs of the organization.
The skills and experience we prefer you have:
- High school diploma or GED
- Client service experience, preferably in a financial institution
- Strong client service and phone skills
- Attention to detail and accuracy
- Organizational, listening, written/verbal communication and interpersonal
- Computer skills, including MS Office applications, customer relationship management (CRM) programs, online banking applications, document management software and other related applications
- Ability to work independently and cooperatively with other team members to service all aspects of client needs
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.
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.
Click here to view federal employment laws applicable for applicants.
