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Client Services Manager
Alerus Financial, N.A.
120 S 6th St Ste 200 Minneapolis, MN 55402-1800
Job Description

  • Responsible for overall management and coordination of branch teller operations.
  • Mentor and coach teams delivering financial services to consumer and business clients.
  • Leading, coordinating, and tracking the efforts of the retail team as they work with a team of experts to execute client needs.
  • Ensure teams are adequately trained, have clear expectations of job function and performing at an acceptable level.
  • Identify training needs for further development of team.
  • Mentor & guide team and work with individuals on any performance related issues.
  • Oversee the day to day activities, workflow, and procedures of the team.
  • Understand all team functions and responsible for completion of processes relating to those functions.
  • Identify areas for improvement and efficiency and work with other areas of the company and vendors if necessary to change process as necessary.
  • Work closely with market leadership to support client segmentation and delivery strategy and work with other areas to ensure a great experience for our clients.
  • Assist with timely resolution of escalated client issues.

Education & Experience

  • Bachelor’s degree in finance, accounting or a business related field or any equivalent combination of experience and training that provides the required knowledge, skills, and abilities.
  • 7 years of client service experience accountability with financial services industry.
  • Managerial/supervisory experience with strong leadership skills.
  • Proficient in Microsoft Office applications.

About

With roots tracing back to 1879, Alerus is a diversified financial services company that focuses on helping clients achieve financial wellness through personalized guidance. We provide business and consumer banking products and services, residential mortgage financing, employer-sponsored retirement plans and benefits administration, and wealth management services to clients across the U.S. We have offices in Arizona, North Dakota, New Hampshire, Michigan and Minnesota.

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

How to Apply

Please apply online via our website: https://alerus.com/about/careers/

MBA Job number/Date Added
JobtitleApplyBlindadDateaddedEducFilenumJobdescAbout
Client Services Manager

Please apply online via our website: https://alerus.com/about/careers/

False1/3/2023

  • Bachelor’s degree in finance, accounting or a business related field or any equivalent combination of experience and training that provides the required knowledge, skills, and abilities.
  • 7 years of client service experience accountability with financial services industry.
  • Managerial/supervisory experience with strong leadership skills.
  • Proficient in Microsoft Office applications.

H-7551

  • Responsible for overall management and coordination of branch teller operations.
  • Mentor and coach teams delivering financial services to consumer and business clients.
  • Leading, coordinating, and tracking the efforts of the retail team as they work with a team of experts to execute client needs.
  • Ensure teams are adequately trained, have clear expectations of job function and performing at an acceptable level.
  • Identify training needs for further development of team.
  • Mentor & guide team and work with individuals on any performance related issues.
  • Oversee the day to day activities, workflow, and procedures of the team.
  • Understand all team functions and responsible for completion of processes relating to those functions.
  • Identify areas for improvement and efficiency and work with other areas of the company and vendors if necessary to change process as necessary.
  • Work closely with market leadership to support client segmentation and delivery strategy and work with other areas to ensure a great experience for our clients.
  • Assist with timely resolution of escalated client issues.

With roots tracing back to 1879, Alerus is a diversified financial services company that focuses on helping clients achieve financial wellness through personalized guidance. We provide business and consumer banking products and services, residential mortgage financing, employer-sponsored retirement plans and benefits administration, and wealth management services to clients across the U.S. We have offices in Arizona, North Dakota, New Hampshire, Michigan and Minnesota.

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.