Jobtitle
Senior Financial Associate

    Job Description

Jobdesc

Senior Financial Associates are responsible for supporting Business and Financial Advisors in enhancing existing relationships and developing new business opportunities. This position will focus on supporting commercial lending clients in their selection of Alerus products to achieve their financial goals. This position is responsible for ensuring the support and fulfillment of the selected products and services happens seamlessly.

Responsibilities:

  • Work closely with financial advisors, business advisors, product experts and others as necessary to fulfill client’s financial needs.
  • Ability to manage account opening, fulfillment, and processing for consumer and commercial depository accounts, consumer and commercial lending products, and Alerus investment products.
  • Update CRM software to capture client activity, schedule required follow-up actions, and effectively onboard clients.
  • Complete annual regulatory review of accounts.
  • Review daily tickler reports and documentation errors and act on necessary items, following up with document gathering and reporting for resolution.
  • Review daily overdrafts for advisors, taking action and making client contacts as appropriate.
  • Complete account opening documentation , open accounts when necessary, asset transfers, and issue binders, coordinating with other product specialists when needed.
  • Responsible to coordinate and participate, as needed, in client meetings with advisors and product specialists.

    Education & Experience

Educ

  • Bachelor’s degree in Business, Finance or related field or equivalent work experience required.
  • Minimum 5 years of financial services experience.
  • Previous experience utilizing CRM software to track and manage sales opportunities.
  • Demonstrated record of proven sales ability and client service abilities.
  • Proven written and verbal communication skills.
  • Established interpersonal and negotiating skills.
  • Basic math proficiency.

    About

About

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

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

    How to Apply

Apply

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

Company
Alerus Financial, N.A.
Address
120 S 6th St Ste 200 Minneapolis, MN 55402-1800

MBA Job number/Date Added

FilenumDateadded
H-71199/10/2021