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1 день назад

Team Leader Client Services (Financial Services)

67 700 - 102 200$
Формат работы
hybrid
Тип работы
fulltime
Грейд
lead
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Team Leader Client Services (Financial Services): Leading client service teams that support the delivery of credit and financial products with an accent on team development, regulatory compliance, operational coordination, and client satisfaction. Focus on managing performance, resolving nonstandard operational issues, coordinating reconciliation and reporting, and implementing process improvements across office locations.

Location: Hybrid role primarily based in the Macomb, Illinois and Quincy, Illinois offices, with occasional remote work

Base pay: $67,700–$102,200 USD annually, plus variable compensation and benefits

Company

Member-owned financial cooperative providing financial services to agriculture and rural communities across Illinois, Minnesota, and Wisconsin.

What you will do

  • Lead, hire, train, develop, motivate, and evaluate Client Service team members.
  • Set service standards, team goals, performance expectations, and development plans.
  • Oversee services supporting credit and financial products for current and prospective clients.
  • Coordinate reconciliation, reporting, corrections, adjustments, office operations, and resource allocation.
  • Manage compliance with organizational policies, regulations, and business-unit requirements.
  • Resolve escalated and nonstandard operational issues, support organizational change, and promote products and services.

Requirements

  • Bachelor’s degree in business administration, accounting, marketing, or a related field, or equivalent education and experience.
  • At least 2 years of supervisory experience.
  • Leadership, communication, decision-making, problem-solving, organizational, and interpersonal skills.
  • Knowledge of Microsoft Office, CRM programs, and client databases.
  • Valid driver’s license and ability to travel regularly between team member office locations.
  • Must be authorized to work for any employer in the United States; visa sponsorship is not available.

Nice to have

  • Knowledge of Illinois, Minnesota, and Wisconsin financial-industry and Farm Credit regulations.
  • Knowledge of farming operations, agriculture, and basic accounting principles.
  • Advanced knowledge of credit, loan processing, loan servicing, or loan closing.

Culture & Benefits

  • Hybrid work model with up to 50% work from home.
  • Flexible schedules, including additional flexibility during summer months.
  • 401(k) contributions of up to 9%, including a fixed contribution and employer match.
  • Medical, dental, vision, HSA/FSA, insurance, disability, wellness, and employee assistance benefits.
  • Paid vacation, sick leave, holidays, parental leave, and volunteer time off.
  • Learning, development, mentorship, and professional certification reimbursement programs.

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