Digital Client Care Representative

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 visit www.compeer.com/careers. 

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

The contributions you will make: 

This role is integral to ensuring a seamless client experience with digital tools, driving usage and satisfaction through education, proactive outreach and successful collaboration with internal teams.

A typical day: 

Client Interaction and Support

• Provides direct assistance by answering calls related to digital tools and resolving digital transaction failures.
• Schedules virtual meetings to train and educate clients on digital tools.
• Makes outbound calls to clients to promote digital tools and cross-sell.
• Consults with team members to troubleshoot and resolve client issues via phone or email.
• Performs wires and other transaction processing upon client request.
• Assists clients with account maintenance and digital tool queries.
• Promptly responds to emails in the Digital email box.
• Assists with onboarding communications and feedback for new digital integrations.
• Contacts self-enrolled clients to welcome them to digital tools.
• Provides first call resolution for digital tool issues escalated from the Contact Center.

Advocacy and Change Management

• Champions, supports and facilitates organizational change efforts within the contact center and sales teams.
• Takes the appropriate steps to report on and offer guidance related to client fraud issues and prevention measures.

Project Research, Development, and Reporting

• Gathers data from systems as well as client feedback, compiling reports for product managers and sending quarterly updates.
• Works collaboratively with digital product managers, the sales team and others to boost client usage of digital tools.
• Collaborates with team leadership and digital product owners to evaluate digital tool usage, assess progress and prepare reports for leadership.

The skills and experience we prefer you have: 

• High school diploma or GED; secondary education, preferred.
• Minimum of 3 years of experience in financial services and/or technology support experience in a financial institution, preferred.
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Effectively builds and maintains interpersonal relationships.
• Strong client service skills.
• Ability to meet the rapidly changing needs of our clients.
• Strong problem solving, decision making and organizational skills.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• Must be analytical, have strong technical skills while being a strong communicator to non-technical individuals.
• High degree of accuracy and confidentiality.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• Flexible and adaptable to changing situations.
• Valid driver’s license.

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How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The