Team Leader Client Services

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.

About the role

This position offers a hybrid work option up to 50% and is based out of the Janesville, WI or Sycamore, IL office location. The role leads a group of Client Service team members who deliver a high-quality experience to support the effective delivery of credit and financial products and services to current and prospective clients. Directly oversees all team members within an assigned area(s) of responsibility, supports the implementation of Compeer's strategic initiatives, and serves as a role-model for the vision, mission, and values of the organization.

Responsibilities

• Hires, trains, develops, and rewards a high-performing team.
• Empowers team members to be decision-makers within their role and use critical thinking skills to support the organization and clients.
• Aids in establishing and developing guidelines to ensure the team provides a consistent quality level of service that is timely, thorough, and responsive to all clients.
• Assists leadership in defining the team’s goals, providing clear expectations and feedback to all team members, and monitoring the team's progress toward defined goals and objectives.
• Creates a positive work environment that leverages the talents and abilities of team members in achieving organizational and team goals.
• Collaborates, partners, and works closely with others to develop, nurture, and service all aspects of the team relationship model within assigned area of expertise.
• Determines the impact of proposed operational and organizational changes and develops plans for optimizing efficiency and coordination of activity with other departments within Compeer.
• Advocates and initiates change to department policies and procedures to improve productivity and client satisfaction.
• Manages change with direct reports and may also influence change with others outside the team.
• Works on various projects as needed.
• Maintains strong knowledge of compliance and regulatory expectations for the business unit and ensures team members execute appropriately.
• Provides direction to the team on various related services to serve internal and external clients and third parties.
• Coordinates and designates tasks to ensure reconciliation, reporting, corrections/adjustments are completed accurately.
• Monitors team-specific reports.
• Executes changes and compliance with organizational policies and procedures.
• Manages resources and performance management functions for team members, including determining and communicating performance standards, development plans, and assessing performance.
• Identifies the need for conflict resolution and escalation of operational issues, providing guidance and determining effective solutions for non-standard situations.
• Coordinates office operations with other departments and functions.
• Organizes and conducts regular team meetings (virtual and in-person).
• Regularly travels to direct team member office locations to remain updated on teamwork.
• Promotes Compeer products and services.

Requirements

• Bachelor’s degree in business administration, accounting, marketing, or related field, or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Advanced-level experience in lending, compliance, and underwriting in a financial institution.
• 2+ years of supervisory experience.
• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations, and compliance requirements specific to the financial industry and Farm Credit.
• Knowledge of farming operations and agriculture, along with basic accounting principles and procedures.
• Advanced knowledge of credit, loan processing, loan servicing, or loan closing in a financial lending environment.

Skills

• Leadership skills to select, evaluate, engage, motivate, mentor, train, delegate, reward, and lead remote team members.
• Strong listening, written, and verbal communication skills with the ability to communicate at all levels of the organization.
• Skill in developing and maintaining interpersonal relationships.
• Strong problem-solving, decision-making, and organizational skills.
• Attention to detail and accuracy.
• Flexible and adaptable to changing situations in a fast-paced environment.
• Ability to work independently and collaboratively with other teams to achieve goals, grow business, and service all aspects of client needs.
• Strong computer skills, including MS Office applications, customer relationship management (CRM) programs, and client databases.

Benefits

• 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).
• 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.
• Mentorship programs.
• Cross-functional committee opportunities (e.g., 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.

Pay

Base Pay $67,700 - $102,200 USD. This role is eligible for variable compensation and other benefits. The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs, and market demands.