Financial Analyst Jobs in Rice Lake, WI (NOW HIRING)

Where you will work: This position offers a hybrid work option, with required business travel, and is based out of any WI Compeer office location.

The contributions you will make: This position leads and directs the efficient and effective development of client relationships (farmers and ranchers operating in local/regional food systems); to provide creative, valuable solutions to client problems; and to provide value-added service by cross-selling all of the organization's financial services to existing clients when a need has been identified. Actively participates in the development and implementation of client solutions. Leads sales and marketing efforts in a specific market and is a trusted advisor. Provides subject matter expertise and influences industry growth for specialized industries.

A typical day:

Business Development

• Researches and identifies prospective new clients and increases opportunities for business growth with existing clients.
• Seeks new loan business by developing relationships with existing clients, searching for new clients and meeting with prospective clients to gain their business.
• Maintains prospect files and establishes ongoing prospecting plans and activities.
• Assists leadership in developing and delivering business plan objectives and marketing programs that enable the organization to meet business goals.
• Focuses on creating valuable financial solutions to client operations while generating revenue and volume for the organization.
• Participates in the development of new products/services and/or the development of product promotion campaigns in collaboration with the Compeer Marketing team, as needed.

Client Relationship Management

• Represents the organization for select moderately complex commercial accounts including some multi-lender relationships.
• Continually builds and develops solid relationships with existing clients by bringing valued knowledge and experience to help manage the client's agricultural operations more effectively and efficiently.
• Provides creative solutions and cross-sells value-added financial services to existing clients.
• Maintains and delivers the appropriate systems and structures to support a relationship selling culture.
• Delivers expert industry knowledge and world class client service.
• Supports a relationship selling structure.
• Delivers "value added" informational services to the farming operation.

Portfolio Servicing

• Works with client to gather and analyze their financial information.
• Processes new loan applications, renewal of existing operations for commercial real estateloans.
• Follows up with client to request financials to ensure up to date accurate information asneeded.
• Discusses and collects required financial documentation with the client and quality of financialsreported.
• Uses Compeer systems (Salesforce, SharePoint, etc.) and workflows to accurately enter, reviewand correct data that has been entered into the system for each loan file from application toclosing.

Industry Expertise and Community Involvement

• Develops in depth knowledge of product and service offerings to benefit association clients.
• Networks and attends industry meetings and conferences to gain knowledge that can beshared with clients and prospective clients. May provide education or share knowledge as anindustry speaker as needed.
• Collaborates with association subject matter experts to expand knowledge and educateproduct benefits to clients and prospective clients.
• Networks with other key industry leaders to strengthen relationships.
• Maintains active involvement in industry professional groups.
• Represents Compeer across Rural America.

The skills and experience we prefer you have:

• Bachelor's degree in business, agriculture or related field or an equivalent combination of education andexperience sufficient to perform the essential functions of the job.
• Advanced-level experience in the agribusiness/farming industry, or similar experience in agricultural credit or closely related field.
• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliancerequirements specific to the financial industry and Farm Credit.
• Understand the program offerings by network partners like the Farm Service Agency, USDA, SBA, andindependent agriculture groups.
• Expert working knowledge of business development and relationship management.
• Highly self-motivated with the ability to work independently.
• High level of confidentiality and integrity.
• Advanced problem-solving skills, decision making, negotiating and organizational skills.
• Strong analytical skills with strength in attention to details.
• Be able to know and teach accounting principles and cashflow management.
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of theorganization.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.

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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.