Skip to main content
Client Associate
Alerus Financial, N.A.
19765 Highway 7 Excelsior, MN 55331-7513
Job Description
The Client Associate is empowered to serve our clients and exceed their expectations through service delivery excellence. The role is guaranteed at least 35 hours and will float between the Twin Cities metro banking locations as needed. Client Associates are fully knowledgeable and skilled in the areas of teller, vault, safe deposit, and has basic knowledge of opening consumer, business and commercial deposit accounts, and accepting basic consumer credit applications to support the Advisors and Guides in providing solutions that support our client’s financial wellness goals. To support a culture of learning and development Client Associates are also expected to provide leadership, training and support to less experienced Service Associates.
  • Provide superior client service
  • Fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues
  • Provide quality, accurate and timely responses to inquiries from external and internal clients in person, over the telephone, or by mail
  • Originate consumer and business deposit accounts such as checking, savings and certificates of deposit and assume responsibility for all documentation associated with the account opening process
  • Perform basic consumer lending functions. Answer questions and assist with the application process
  • Assist clients by issuing, redeeming, and settling all travelers’ checks, savings bonds, cashiers checks, check orders, etc.
  • Ability to float between Twin Cities metro banking locations (35 hours per week guaranteed)
Education & Experience
  • Post high school education required
  • One year of experience in the financial services industry preferred
  • Dedication to service excellence with two plus years of demonstrated client service or cash handling experience required
  • Math proficiency and aptitude
  • Dedicated and satisfactory attendance/punctuality
  • Proven track record of work stability
About
With roots dating back to 1879, Alerus has been serving individuals, families, and businesses with one core belief: everything we do should be in the best interest of our customers. Our proud history of perseverance and prosperity owes a great deal to the customer-focused approach we've held since day one.

Alerus is a company that will challenge you to be at your best and where your efforts have real, tangible effects. Our culture is one of collaboration, innovation, forward-thinking, and giving back. And, as a growing company with a presence in markets from New Hampshire to Arizona, we offer a broad range of opportunities for you to travel the career path that matches your abilities, interests, and goals.

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

How to Apply
MBA Job number/Date Added
JobtitleApplyBlindadDateaddedEducFilenumJobdescAbout
Client AssociatePlease apply online via our website: https://recruiting2.ultipro.com/ALE1000ALFN/JobBoard/8c322eba-32b7-4c85-b4d2-e5a6c6cffb87/OpportunityDetail?opportunityId=b63cf44c-c8be-488e-a0dc-0d64ff858eedFalse5/2/2019
  • Post high school education required
  • One year of experience in the financial services industry preferred
  • Dedication to service excellence with two plus years of demonstrated client service or cash handling experience required
  • Math proficiency and aptitude
  • Dedicated and satisfactory attendance/punctuality
  • Proven track record of work stability
H-6417The Client Associate is empowered to serve our clients and exceed their expectations through service delivery excellence. The role is guaranteed at least 35 hours and will float between the Twin Cities metro banking locations as needed. Client Associates are fully knowledgeable and skilled in the areas of teller, vault, safe deposit, and has basic knowledge of opening consumer, business and commercial deposit accounts, and accepting basic consumer credit applications to support the Advisors and Guides in providing solutions that support our client’s financial wellness goals. To support a culture of learning and development Client Associates are also expected to provide leadership, training and support to less experienced Service Associates.
  • Provide superior client service
  • Fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues
  • Provide quality, accurate and timely responses to inquiries from external and internal clients in person, over the telephone, or by mail
  • Originate consumer and business deposit accounts such as checking, savings and certificates of deposit and assume responsibility for all documentation associated with the account opening process
  • Perform basic consumer lending functions. Answer questions and assist with the application process
  • Assist clients by issuing, redeeming, and settling all travelers’ checks, savings bonds, cashiers checks, check orders, etc.
  • Ability to float between Twin Cities metro banking locations (35 hours per week guaranteed)
With roots dating back to 1879, Alerus has been serving individuals, families, and businesses with one core belief: everything we do should be in the best interest of our customers. Our proud history of perseverance and prosperity owes a great deal to the customer-focused approach we've held since day one.

Alerus is a company that will challenge you to be at your best and where your efforts have real, tangible effects. Our culture is one of collaboration, innovation, forward-thinking, and giving back. And, as a growing company with a presence in markets from New Hampshire to Arizona, we offer a broad range of opportunities for you to travel the career path that matches your abilities, interests, and goals.

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