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 promotes meaningful work, professional development, a flexible hybrid work environment and excellent benefits, which empower you to thrive 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% toward 401(k) (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 (e.g., Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! 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 Lead 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 oversee all team members within an assigned area(s) of responsibility. Support the implementation of Compeer's strategic initiatives and serve as a role model for the vision, mission and values of the organization. A typical day Hire, train, develop and reward a high‑performing team. Empower team members to be decision makers within their role and use critical‑thinking skills to support the organization and clients. Aid 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. Assist 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. Create a positive work environment that leverages the talents and abilities of team members in achieving organizational and team goals, collaborating, partnering and working closely with others to develop, nurture and service all aspects of the team relationship model within the assigned area of expertise. Determine the impact of proposed operational and organizational changes and develop plans for optimizing efficiency and coordination of activity with other departments within Compeer. Advocate and initiate change to department policies and procedures to improve productivity and client satisfaction. Manage change with direct reports and may also influence change with others outside the team. Work on various projects as needed. Maintain strong knowledge of compliance and regulatory expectations for the business unit and ensure team members execute appropriately. Provide direction to the team on related services to serve internal and external clients and third parties. Coordinate and designate tasks to ensure reconciliation, reporting, corrections/adjustments and monitor team‑specific reports. Execute changes and maintain compliance with organizational policies and procedures. Manage resources and performance management functions for team members; determine and communicate performance standards, development plans and assess performance against standards. Identify the need for conflict resolution and escalation of operational issues. Provide guidance and determine effective solutions for non‑standard situations. Coordinate office operations with other departments and functions. Organize and conduct regular team meetings (virtual and in‑person). Regularly travel to direct team member office locations to remain up‑to‑date on team work. Promote 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 serve 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 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. #J-18808-Ljbffr