Solutions Analyst - Wholesale Finance

Compeer Financial; Rochester (MN); Hybrid; USD 68,000 - 102,000; Full time

Benefits offered by this job

Hybrid work model up to 50% remote

401k with employer match up to 9%

Medical, dental, vision; HSA/FSA; life

AD&D; disability insurance; wellness/E

Parental leave; volunteer PTO

Learning and development programs

Mentorship programs

Professional membership reimbursement

Job summary

Compeer Financial is seeking a data-oriented professional to supportWholesale strategy with product research, development, and analytics. You will collaborate with sales, operations, and technology to optimize processes and publish insights for decision-makers.

The role emphasizes data accuracy, dashboards, and cross-team partnership, with a base pay that reflects market range and experience. A hybrid work environment is available.

Qualifications

• Bachelor's degree or equivalent in business administration, finance, computer science or related field.
• Minimum of 3 years financial services and technology support experience in a financial institution, preferred.
• Advanced listening, written and verbal communication skills at all levels of the organization.
• Strong computer skills including MS Office and CRM programs.
• Advanced analytical skills with attention to detail.
• Ability to work with mid and senior level managers, marketing, technical teams and production managers.
• Analytical mindset with ability to influence decisions and work independently.

Responsibilities

• Provide input and analysis to support strategic planning, loan product development and process improvements for Wholesale units.
• Identify opportunities for product innovation and enhancements; publish information to teams.
• Collaborate with Business, Operations, and Digital Technology to address people, process, data and tech challenges.
• Lead communication on system and process performance to aid management decisions.

Skills

Analytical skills

Communication skills

MS Office

CRM experience

Problem-solving

Team collaboration

Education

Bachelor's degree in business/finance/CS or related field

Job description

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
• Mentorship 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.

To learn more about Compeer Financial visitwww.compeer.com/careers.

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 financial services and technology support experience in a financial institution, preferred.
• Advanced listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• Advanced analytical skills with attention to detail.
• Ability to effectively work with mid and senior level managers, marketing, technical team members, and production managers to develop long term strategic relationships.
• Must be analytical, have strong technical skills while being a strong communicator to non-technical team members.
• Advanced problem-solving skills and ability to implement new ideas and influence others to produce better decisions, self-motivated with the ability to work independently.
• Ability to adapt to change and balance competing demands with a positive attitude.
• Valid driver's license.

#IND100

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.

Click here to view federal employment laws applicable for applicants.