Digital Client Care Representative

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!

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Position Overview: This position provides education, resources and support on digital products and services for clients with the goal of increasing client utilization and enrollment of Compeer's existing and future digital tools.

Essential Functions:

• Collaborates with digital product managers, sales team and other internal business units to proactively increase client usage of digital tools.

• Answers questions and responds to the needs of the sales and services team.

• Schedules one on one virtual meetings with clients to provide further education and training regarding product utilization, as needed.

• Makes outbounds calls to identified clients through promotional activities and cross-selling to increase usage of digital tools.

• Consults with team members to troubleshoot client questions or issues via telephone or email.

• Answers Compeer's digital tool number.

• Actively promotes the organization's digital offering to enhance the client experience.

• Assists clients with account maintenance corrections, permissions and digital tool questions.

• Takes appropriate steps to report and inform the organization of client fraud. Advises the client of necessary steps to prevent and protect from fraud in the future.

Minimum Qualifications & Required Knowledge, Skills and Abilities:

• High school diploma or GED; secondary education preferred.

• Minimum 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.