Customer Service Representative Temporary (Baldwin, WI)
Position Overview: This temporary position provides high quality client service to support the effective delivery of credit and financial products and services to current and prospective clients.Essential Functions: * Provides exceptional service to all clients via phone, email and face to face visits for a consistent client experience that aligns with the mission and vision of Compeer. Client requests may include processing payments, calculating loan payoffs, verifying loan balances, disbursing checks, transferring funds and addressing client questions. * Provides support as needed to other business units and/or teams within Compeer. * Assists in the processing of transactions and accurately processes receipts, disbursements and maintenance to client accounts. * Scans and indexes documents. * Initiates ACH transactions and wire transfers. * Actively promotes Compeer”s products and services to enhance the relationship and efficiency for the client. Identifies client needs. May prepare, review and maintenance a variety of daily and monthly client reports to promote data integrity. * Provides office coverage during normal business hours. * Assists with ordering, receiving and storing office supplies. * Assists with managing incoming and outgoing mail. * Delivers a variety of documents including checks, invoices, client”s financials and loan documents.Minimum Qualifications & Required Knowledge, Skills and Abilities: * High school diploma or GED; secondary education preferred. * 0-5 years of client service experience, preferably in a financial institution. * Preferred general knowledge of farming operations and agriculture. * Preferred general knowledge of basic accounting principles and procedures. * Attention to detail and accuracy. * Focus on client service. * Mathematical and problem solving skills. * Strong organizational, listening, written/verbal communication and interpersonal skills. * Computer skills, including MS Office applications and client relationship management (CRM) programs.
On July 1, 2017 AgStar Financial Services, Badgerland Financial and 1st Farm Credit Services joined together as Compeer Financial, strengthening our commitment to the agricultural community.Compeer Financial, headquartered in Sun Prairie, WI, exists 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 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/careers.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.