Customer Service Representative

Job Description

Job Description

Must Haves :

• MS office Application proficiency
• Salesforce
• AWS
• Back office payment processing
• High School Diploma
• 2 years or more years of experience, preferably in banking or financial services; or appropriate combination of education and experience

Nice to Have :

Associate’s or Bachelor’s degree in accounting, finance, business administration or relevant discipline preferred

Banking customer service experience

Payment / account number experience

Experience in navigating multiple systems

A leading Agriculture Co-Operative Bank is looking to add a Customer Service Representative in Cash Management to their team in Greenwood Village, CO. This person will respond to internal and external customer calls / emails related to financial inquires and technical assistance requests.

1. Performs designated cash management activities in expected timeframes and according to documented policies and procedures.

2. Processes transactions for customers and provides general customer service for CoBank internal and external customers. Some duties include, but are not limited to, processing ACH requests through our Automated Cash Concentration application and account analysis.

3. Maintain a high level of accuracy and quality within tight deadlines and ensure a positive customer experience and service.

4. Back-end office payment processing knowledge, transaction analysis and understanding impacts of errors.

5. Utilizes case tracking system to track and follow up on customer inquiries.

6. Completes specialized customer-specific reporting.

7. Resolves problems in accordance with established expectations.

8. Serves as “Mission Critical Personnel” for business continuity and reduced staffing scenarios.

9. Supports two or more of the products and services provided by CoBank.

10. Performs other duties as assigned.

11. Sense of urgency and learns quickly

12. Strong organizational and time management skills.

13. Excellent attention to detail and customer service orientation.

14. Ability to solve problems and identify when to escalate issues.

15. Excellent verbal and written communication and interpersonal skills.

16. Ability to interact with and appropriately engage internal and external customers and others at all levels in the organization.

17. Ability to work independently as well as collaboratively in a team environment.

18. Demonstrated skills in Microsoft Office applications (Outlook, Word and Excel).

Company Description

At Insight Global, we’re more than just a staffing agency — we’re a people-first solutions firm that believes in the power of connection. With a nationwide presence and a reputation built on trust, integrity, and results, we specialize in placing top-tier talent across healthcare, IT, education, engineering, and professional services.

Company Description

At Insight Global, we’re more than just a staffing agency — we’re a people-first solutions firm that believes in the power of connection. With a nationwide presence and a reputation built on trust, integrity, and results, we specialize in placing top-tier talent across healthcare, IT, education, engineering, and professional services.