Digital Client Care Representative MN-Mankato

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.

This position offers a hybrid work option up to 50% 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.

• 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.

• 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.

• 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.
• 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.

Base Pay

$45,900 - $72,100 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.

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