Compeer Financial

Team Leader Client Services

Compeer Financial$67K — $102K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business administration, accounting, marketing or related field or equivalent experience.
  • Advanced level experience in lending, compliance, and underwriting in a financial institution.
  • 2+ years of supervisory experience.
  • Knowledge of federal and state laws and regulations related to the financial industry and Farm Credit.
  • Understanding of farming operations, agriculture, and basic accounting principles.

Responsibilities

  • Lead and develop a high-performing Client Service team.
  • Empower team members to make decisions and utilize critical thinking.
  • Establish guidelines for consistent and quality service.
  • Define team goals and monitor progress toward objectives.
  • Create a positive and collaborative work environment.

Benefits

  • Hybrid work option up to 50%.
  • Opportunity for career title advancement based on performance.
  • Eligibility for variable compensation and additional benefits.
  • Focus on professional development and team engagement.
  • Access to resources for maintaining industry compliance and knowledge.
Full Job Description
Where you will work: This position offers a hybrid work option up to 50% and is based out of the Fond du Lac office location.

The contributions you will make: 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.

A typical day:
  • 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 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 Monitors team specific reports.
  • Executes changes and compliance with organizational policies and procedures.
  • Manages resources and performance management functions for team members. Determines and effectively communicates performance standards and development plans and assesses performance against standards.
  • Identifies the need for conflict resolution and escalation of operational issues.
  • Provides guidance and determines 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 in order to remain up to date on team work.
  • 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.
  • 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.
  • 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.
  • 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.

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.

Base Pay

$67,700-$102,200 USD

About Compeer Financial

Compeer Financial is a member-owned, Farm Credit cooperative. We bring together team members with diverse backgrounds and experiences to help provide loans, leases, risk management and other financial services to support agriculture and rural communities throughout Illinois, Minnesota and Wisconsin. We believe a fulfilling life and career go hand-in-hand. To encourage Compeer team members to feel ‘empowered to live, inspired to work’, we offer flexible schedules, robust benefits, opportunities for career growth and professional development, inclusivity and a hybrid work environment where they can split up to 50% of their time between working remotely and in one of our 40+ offices across our territory. At Compeer, our team members experience purposeful work that enriches agriculture and rural America, in an organization where everyone is empowered to thrive both personally and professionally! You don’t have to be an agriculture expert to join team Compeer. While some positions work directly with our clients on their farming operations, we also have career opportunities for diversified skillsets in marketing, finance, information technology and more.
Learn more about Compeer Financial
Size
500 employees
Industry

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