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Client Associate
Alerus Financial, N.A.
19765 Highway 7 Excelsior, MN 55331-7513
Job Description

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.

Responsibilities:

  • 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.
  • Serve clients by accepting deposits and payments for loans and credit cards.
  • Assist clients by issuing, redeeming, and settling all travelers’ checks, savings bonds, cashiers checks, check orders, etc.
  • Effectively serve our clients by promptly responding to and resolving all balance inquiries, client questions, and problems in person or over the phone.
  • Maintain a balanced teller cash drawer, adhering to cash limits and offage procedures.
  • Field client calls, supporting product transactions, answering questions and finding resolutions to service related issues.

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 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 Associate

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

False10/14/2021

  • 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-7156

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.

Responsibilities:

  • 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.
  • Serve clients by accepting deposits and payments for loans and credit cards.
  • Assist clients by issuing, redeeming, and settling all travelers’ checks, savings bonds, cashiers checks, check orders, etc.
  • Effectively serve our clients by promptly responding to and resolving all balance inquiries, client questions, and problems in person or over the phone.
  • Maintain a balanced teller cash drawer, adhering to cash limits and offage procedures.
  • Field client calls, supporting product transactions, answering questions and finding resolutions to service related 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.