Financial Officer

Compeer Financial • Eau Claire, WI

1d • Hybrid

About The Position

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.

Requirements

• Bachelor’s degree in business administration, agriculture, agribusiness or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Experience in agribusiness/farming industry or similar experience in agriculture credit or closely related field required.
• Current state insurance license to sell crop insurance
• Advanced knowledge of “value added” business and farming concepts.
• Advanced knowledge of loan products and services, as well as credit operations.
• Advanced knowledge of farm production methods, farm products, and farm business management/finance.
• Effective interpersonal, communication, client service and team skills.
• Effective problem solving and decision-making skills.
• Strong problem solving, decision making and organizational skills.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• Strong analytical skills with attention to detail.
• Flexible and adaptable to changing situations.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• Ability to network with clients, prospects and key influencers.
• Knowledge of accounting principles with a strong understanding of financial reports, ratio and benchmarks.
• Valid driver’s license.
• 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.

Nice To Haves

• Minimum experience required is based upon size, scope and complexity of the position.

Responsibilities

• Manages and grows the loan and lease portfolio through counseling and servicing existing clients while pursuing new loan sales development opportunities with prospective clients.
• Builds strong client relationships and provides innovative and workable alternatives to solve problems clients face in ongoing agricultural operations.
• Meets with clients on the farm and in the office to discuss their financial needs.
• Determines which products Compeer offers will meet their needs for loans, leases, crop insurance, life insurance etc.
• Continually develops solid relationships by bringing valued knowledge and experience to the client to help them manage their agricultural operations more effectively and efficiently.
• Seeks new loan business by developing relationships with existing clients, searching for new clients and meeting with prospective clients to gain their business.
• Monitors farm sales and contacts potential buyers.
• Maintains prospect files and establishes ongoing prospecting plans and activities.
• Works with clients to gather and analyze their financial information.
• Provides a review of the client financial position utilizing internal tools to provide insights to the client.
• Processes new loan applications, renewal of existing operations for commercial and real estate loans.
• Processes loan servicing requests including partial releases, change of payment, extensions, and other items.
• Fields phone calls and attends meeting with clients to discuss agricultural topics.
• Attends agricultural meetings, farm open houses/tours, trade shows, extension meetings and other networking events to keep current on agriculture and financial market changes.
• Attends education events, training events and professional meetings to advance professional and technical skills and keep current on required licenses.

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 (i.e. Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level