Team Leader Client Services

Empowered to live. Inspired to work.
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. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

• 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)
• Benefits: 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 (i.e. Diversity & 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.

To learn more about Compeer Financial visit www.compeer.com/careers.

This position offers a hybrid work option up to 50% remote and is based out of the Bloomington, IL office location.

The contributions you will make:

This position provides leadership to Client Service team members who are responsible for delivering high quality client service to support the effective delivery of credit and financial products and services to current and prospective clients. The incumbent directly manages all team members within the assigned areas of responsibility.

A typical day:

Leadership

• Champions the brand; serves as a role-model for the vision, mission and values of the organization. Supports Compeer's strategic imperatives.

• Aids in establishing and developing guidelines to ensure the team provides a consistent quality level of service, which is timely, thorough and responsive to all clients.

• Hires, develops, motivates, coaches, evaluates, trains and rewards department team members.

• Provides clear and timely communication and feedback to all team members on expectations and goals.

• Promotes a positive work environment that leverages the talents and abilities of team members in achieving organizational and team goals.

• Assists leadership in defining team's goals.

• Monitors progress toward goals and objectives for areas of responsibility.

• 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 and functions within Compeer.

• Advocates and initiates change to department policies and procedures to improve productivity and client satisfaction.

• Empowers the team to be decision makers within their role and use critical thinking skills to support the organization and clients.

• Manages change with direct reports and may also influence change with others outside the team.

• Works on various projects as needed.

Team Management

• 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 performed. Monitors team specific reports.

• Maintains strong knowledge of compliance and regulatory expectations for business unit and ensures team members execute appropriately.

• Informs team and executes changes and compliance with organizational policies and procedures.

• Determines and effectively communicates performance standards and development plans and assesses performance against standards.

• Organizes and conducts team meetings and calls.

• Manages resource and performance management functions for team members.

• Regularly visits direct team member office locations and sets up consistent virtual touch base meetings to remain up-to-date on teams work.

• Assists the team with daily responsibilities as the need arises.

• Coordinates new hire training.

• Identifies the need for conflict resolution and escalation of operational issues.

• Provides guidance, determines effective solutions for non-standard situations.

• Coordinates office operations with other departments and functions.

• Promotes Compeer products and services.

The skills and experience we prefer you have:

• 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.

• Minimum of 7 years of experience in lending, compliance and underwriting in a financial institution.

• Minimum of 5 years of leadership and management experience, preferred.

• 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.

• Strategic and innovative.

• Leadership skills to select, evaluate, engage, motivate, mentor, train, delegate, reward and lead remote team members.

• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.

• Skill in developing and maintaining interpersonal relationships.

• Strong problem solving, decision making and organizational skills.

• Ability and willingness to be innovative and strategic.

• Strong computer skills, including MS Office applications, customer relationship management (CRM) programs and client databases.

• Attention to detail and accuracy.

• Flexible and adaptable to changing situations.

• Ability to multi-task 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.

• Valid driver's license.

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How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

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.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.