Team Leader Client Services

Socket.dev; Town of Macomb (NY); Hybrid; USD 68,000 - 102,000; Full time

Benefits offered by this job

Hybrid work model

Flexible schedules

401k match

Health & wellness benefits

Paid time off & holidays

Job summary

Compeer Financial in Illinois/Quincy, IL area seeks a Client Service Leader to manage a team delivering credit and financial services. You will oversee performance, guide policy, and align with strategic initiatives while maintaining strong client relationships.

The role requires supervisory experience, banking/regulatory knowledge, and leadership to manage remote teams within a hybrid work environment. Base pay is competitive with benefits.

Qualifications

• 2+ years of supervisory experience.
• Knowledge of federal and state laws, regulations and compliance requirements for the financial industry (IL, MN, WI).
• Knowledge of farming operations and agriculture; basic accounting principles.
• Advanced knowledge of credit, loan processing, loan servicing or loan closing.
• Leadership to motivate and mentor remote team members.
• Strong listening, written and verbal communication skills.
• Developing and maintaining interpersonal relationships.
• Strong problem solving and organizational skills.
• Attention to detail; adaptable in a fast-paced environment.
• Ability to work independently and with other teams.
• Strong computer skills, including MS Office and CRM.
• Valid driver’s license.

Responsibilities

• Leads a group of Client Service team members delivering high quality service.
• Oversees all team members within assigned areas of responsibility.
• Supports implementation of strategic initiatives and embodies the company’s values.
• Hires, trains, develops and rewards a high performing team.
• Establishes guidelines to ensure timely, thorough and responsive client service.
• Defines goals and provides feedback and progress monitoring.
• Creates a positive work environment and collaborates across departments.
• Plans and optimizes efficiency and coordination with other teams.
• Advocates policy changes to improve productivity and client satisfaction.
• Manages change with direct reports and other stakeholders.
• Organizes regular team meetings and travels to team locations as needed.
• Promotes Compeer products and services.

Skills

Supervisory experience

Regulatory knowledge

Farming operations knowledge

Credit/loan knowledge

Leadership

Communication skills

Interpersonal skills

Problem solving

Attention to detail

Adaptability

Independence / self-motivation

CRM software familiarity

MS Office proficiency

Valid driver’s license

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 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.

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.