Solutions Analyst – Wholesale Finance

Compeer; Lakeville, Northern (MN, KY); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Hybrid model up to 50% work from home

Flexible schedules

Up to 9% 401k match

Medical, dental, vision, HSA/FSA

Life & AD&D insurance

Disability and wellness program

Vacation, holidays and parental leave

Learning and development programs

Official reimbursement for memberships

Job summary

Compeer Financial is adopting a hybrid work model with up to 50% remote options across Minnesota offices. The role focuses on data analytics, product development, and process improvements to support wholesale banking operations for agriculture and rural communities.

A bachelor’s degree and 3 years of experience are preferred, with opportunities for professional growth and flexible schedules. The position emphasizes collaboration with Sales, Operations, and Digital Technology teams to improve

Qualifications

• Bachelor’s degree required or equivalent combination of education and experience.
• Minimum of 3 years of experience preferred.

Responsibilities

• Leads and guides product planning including collaborating on the product roadmap and development as well as new production development.
• Researches best practices and new developments in the ag and financial market.
• Uncovers opportunities, gaps, and issues stemming from product/service offerings, sales processes, tools, and operations.
• Partners with sales, leadership, and operations teams to understand process and research needs.
• Researches best practices and new developments from system partners and competitors.
• Performs comprehensive research on viable solutions and communicates changes to stakeholders.
• Collaborates with leadership to ensure awareness and adherence to changes and impacts to client experience and profitability.
• Works with leadership to identify, evaluate, and implement data and technology needs to enhance operating efficiencies.
• Coordinates and supports various technology integration and improvement efforts for product delivery.
• Works with external vendors and internal tech resources to enhance product delivery.
• Monitors system processes, documents flow, and site functionality.
• Troubleshoots client and internal issues and escalates as needed.
• Develops data analysis frameworks for reporting and KPI tracking.

Education

Bachelor’s degree in business administration, finance, computer science or related field

Job description

MN-Lakeville; MN-Mankato; MN-Rochester; Open to Any Compeer Location

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 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.

How we support you:

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

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

This position offers a hybrid work option up to 50% remote and can be based out of any Compeer office location.

The contributions you will make:

This position provides input and analysis that supports strategic planning strategy, loan product development, and process enhancements for the Wholesale business units. Identifies and collaborates on opportunities for product innovation and product enhancements. Drives systems, process and training support and collaborates with Business, Operations, and Digital Technology & Information to identify people, process, data, and technology challenges and opportunities that impact operations. Acts as the liaison to assist in analyzing user’s business needs, identifies and integrates data from various sources and develops the best means to publish the information to team members. Leads the communication regarding system and process performance to aid management strategy and decision-making.

A typical day:

Product Research, Development & Improvement

• Leads and / or guides product planning including collaborating on the product roadmap and product development as well as new production development and implementation.
• Researches best practices and new developments with the ag and financial market.
• Uncovers opportunities, gaps, and issues stemming from product/service offerings, sales processes, sales tools, and operational processes.
• Partners with sales, leadership, and operations teams to understand the process and research needs.
• Researches best practices and new developments from system partners, industry competitors and other sales driven businesses.
• Performs comprehensive research on all viable solutions to issues or opportunities.
• Collaborates with leadership and other stakeholders (internal and external) to insure awareness and adherence to key changes and impact to client acceptance / experience and stakeholder profitability.

Product Management

• Collaborates with the business, operations, Business Process and Digital Technology & Information teams to identify, evaluate, and implement people, process, data, and technology needs to enhance operating efficiencies, promotes standardization, improve sales and/or enhance client experiences.
• Coordinates and supports various technology integration and improvement efforts to support product delivery.
• Works directly with external vendors and internal technology resources to develop or enhance product delivery.
• Collaborates with Business Technology and Business Process teams on projects that advance and improve processes and delivery.

Systems and Process Support

• Monitors the development and testing of system processes, document flow, and site functionality.
• Troubleshoots client and internal team member issues and escalates to other departments, as needed.
• Collaborates with Business Technology to provide business insights to internal technology enhancement projects.
• Coordinates with Business Process and Business Technology on new rollouts; sets and communicates expectations, best practices, and training.
• Answers questions and responds to the needs of the sales and support teams.
• Logs issues with data delivered by the automated systems.

Data Analytics and Reporting

• Works with leadership to identify key metrics and deliver actionable data analysis to understand and maintain focus on specific data needs.
• Acts as the data owner while tracking and monitoring relevant product metrics and KPIs. Evaluates and implements corrective action as needed.
• Develops and supports data analysis frameworks to enable necessary reporting on a daily, weekly and monthly basis.
• Works with multiple areas of the business to ensure data accuracy and troubleshoot issues.
• Develops and manages dashboards that are utilized to analyze data to measure and understand business performance.

The skills and experience we prefer you have:

• Bachelor’s degree in business administration, finance, computer science or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Minimum of 3 years