Team Leader Client Services

compeerfinancial; Macomb (IL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Flexible schedules

401k match

Benefits package

Paid time off

Learning and development

Job summary

Compeer Financial in Macomb, IL is seeking a dynamic leader to oversee a Client Service team delivering high-quality credit and financial products to current and prospective clients in a hybrid work environment.

You will hire, train, and coach team members, align goals with strategic initiatives, and ensure compliance with applicable regulations while collaborating with other departments.

Qualifications

• Bachelor's degree in business administration, accounting, marketing or related field.
• 2+ years of supervisory experience.
• Knowledge of federal and state 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.

Responsibilities

• Lead and develop a high-performing team delivering quality service to clients.
• Hires, trains, and rewards team members and sets clear goals.
• Ensure compliance with federal and state regulations.
• Coordinate with other departments to align on goals.
• Monitor performance and provide feedback.

Skills

Leadership

Team management

Compliance knowledge

Farming knowledge

Education

Bachelor's degree in business administration, accounting, marketing 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 visit www.compeer.com/careers .

Where you will work: This position offers a hybrid option to allow for occasional remote work, primarily working in-office out of the Macomb, IL and Quincy, IL office locations.

The contributions you will make: 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.

A typical day:

Leadership

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.

Team Management

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 pr