Team Leader Client Services

Compeer Financial•Fond du Lac, WI

1d•Hybrid

About The Position

Compeer Financial is a member-owned cooperative operating in Illinois, Minnesota, and Wisconsin, dedicated to providing financial services that support agriculture and rural communities. The organization fosters a culture that values meaningful work, professional development, and offers a flexible, hybrid work environment with excellent benefits to empower employees both personally and professionally. This Team Leader Client Services position is responsible for leading a team of Client Service members. The primary goal is to ensure the delivery of a high-quality client experience, supporting the effective provision of credit and financial products and services to both current and prospective clients. The role involves direct oversight of team members within assigned areas, supporting the implementation of Compeer's strategic initiatives, and serving as a role model for the organization's vision, mission, and values.

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.
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.

Responsibilities

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.
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 completed.
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.

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 insurance
Dental insurance
Vision insurance
HSA/FSA
Life & AD&D insurance
Short-term and long-term disability
Wellness program & EAP
Vacation
Sick leave
Holidays/floating holidays
Parental leave
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