Job Description

Job Description

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

This position offers a hybrid work option up to 50% remote and is based out of the Lakeville, MN; Sun Prairie, WI; or Bloomington, IL office location.

The contributions you will make:

This position is responsible for driving loan growth by leading a high-performing inside sales team that qualifies marketing leads, manages inbound and outbound calls, assists with incomplete online loan applications, and proactively engages both new and existing clients. The incumbent leverages these expertise in sales leadership, lending, and contact center operations to drive loan conversion, enhance client experiences, and support organizational growth targets.

A typical day:

Leadership and Team Management.

• Champions the brand; serves as a role-model for the vision, mission and values of the organization.
• Supports Compeer's strategic initiatives.
• Utilizes and reinforces the use of the Team Relationship Model.
• Keeps abreast of industry best practices. Identifies and executes efficient and effective practices that enhance the team's value.
• Recruits, selects, trains, evaluates, compensates, recognizes and motivates team members.
• Assigns and adjusts team member workload based on skill sets and priorities.
• Works with the team to solve problems and meet objectives.
• Promotes a client focused, team-based sales strategy to maximize results.
  Leads, coaches, and develops an inside sales team to achieve loan growth and conversion goals.
• Provides regular performance feedback and conduct call coaching sessions to ensure quality and compliance.
• Creates a motivating, accountable, and collaborative team environment.

Sales and Lending Execution.

• Oversees team execution of inbound and outbound sales calls, online loan application follow-ups, and chat responses.
• Ensures accurate client needs assessment and alignment with lending products.
• Serves as a subject matter expert on loan products, processes, and compliance requirements.
• Acts as a resource for escalated client situations requiring both sales skill and lending expertise.
• Assesses Inside Sales potential and sets goals in alignment with Compeer goals.
• Monitors progress toward goals and objectives for areas of responsibility.
• Develops and executes inside sales and marketing strategies and plans.
  Coordinates team resources and determines areas of priority.

Call Center Operations.

• Monitors call center performance, ensuring service levels, first response times, and follow-up standards are met.
• Optimizes call routing, scheduling, and resource allocation to maximize efficiency.
• Tracks and analyzes call and lead activity to identify opportunities for improved productivity.

Performance Management and Reporting.

• Tracks and reports on KPIs including call volume, call completion rate, lead conversion, loan applications, and closed loan volume.
• Collaborates with lending operations and sales leadership to align pipeline management with organizational goals.
• Recommends and implement strategies to improve team efficiency, loan conversion, and client satisfaction

Process and Continuous Improvement.

• Ensures adherence to sales processes, compliance standards, and CRM best practices.
• Partners with marketing, product, and lending operations teams to refine lead management and loan application processes.
• Drives continuous improvement initiatives for both client experience and sales effectiveness

The skills and experience we prefer you have:

• Bachelor's degree in business administration, finance, economics, agribusiness or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Direct experience in lending products and loan processes (e.g., consumer, ag, or commercial lending).
• Minimum 7 years of experience in sales including customer relationship preferably in financial services or lending.
• Minimum three years of contact center management experience required.
• Proven track record of achieving and exceeding sales and loan conversion targets.
• Strong communication, coaching, and leadership skills.
• Deep understanding of contact center metrics and sales KPIs.
• Client-focused with ability to balance sales performance and service excellence.
• Proficiency in CRM and call center systems.
• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
  In-depth understanding of the sales process.
• 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.
• Strong computer skills, including MS Office applications.
• Advanced knowledge of sales and sales management techniques.
• Working knowledge of the agriculture industry.
• Working knowledge of Core lines of business.
• Skill in organizing and planning.
• Skill in delegating tasks and responsibilities.
• Valid driver's license.

#IND200

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

$82,400—$124,500 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.

Job Tags

Temporary work, Work experience placement, Casual work, Internship, Seasonal work, Remote work, Work from home, Work visa, Flexible hours,

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