Team Leader Client Services

• 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 performed. 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 nonstandard 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.
• 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, preferred.
• Knowledge of farming operations and agriculture, along with basic accounting principles and procedures, preferred.
• Advanced knowledge of credit, loan processing, loan servicing or loan closing in a financial lending environment, preferred.
• 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.
• Valid driver’s license.

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.

Click here to view federal employment laws applicable for applicants.