Job Description:

• Seeking candidates who have had customer service rep experience previously (2-3 years preferred). Preferrably not candidates who lack customer facing experience, phone ettiquette, have only dealt with Data Entry roles.
• Please find candidates who do not need off around the holidays – this will not be approved. Recognized holidays will be off.
• Please ensure your candidates have RELIABLE transportation.
• MS Office application proficiency
• Past experience with Salesforce and AWS is a huge plus

Job Summary:

• Provides customer support to CoBank’s internal and external customers. Processes financial transactions with attention to detail and a high level of quality. Works in a team environment with the ability to prioritize tasks to meet daily deadlines. Seeks to learn and implement process improvement best practice methodology and root cause analysis best practice when working on business and customer issues.

Essential Duties and Responsibilities:

Essential functions include, but are not limited to:

• Responds to customer calls related to financial inquiries and technical assistance requests.
• Utilizes case tracking system to track and follow up on customer inquiries.
• Executes transactions in accordance with instructions from internal and external customers.
• Processes audit confirmations and/or calculates leasing contract buyouts.
• Completes specialized customer-specific reporting.
• Resolves problems in accordance with established expectations.
• Serves as “Mission Critical Personnel” for business continuity and reduced staffing scenarios.
• Supports two or more of the products and services provided by CoBank.

Other Duties and Responsibilities:

• Provides support for non-processing projects and initiatives.
• Performs other duties as assigned.

Basic Qualifications:

• High School diploma or equivalent.
• 2. Two (2) or more years of experience, preferably in banking or financial services; or appropriate combination of education and experience.

Other Qualifications:

• Associate’s or Bachelor’s degree in accounting, finance, business administration or relevant discipline preferred.
• Strong organizational and time management skills.
• Excellent attention to detail and customer service orientation.
• Ability to solve problems and identify when to escalate issues.
• Excellent verbal and written communication and interpersonal skills.
• Ability to interact with and appropriately engage internal and external customers and others at all levels in the organization.
• Ability to work independently as well as collaboratively in a team environment.
• Demonstrated skills in Microsoft Office applications (Outlook, Word and Excel).