Responsible for enhancing existing relationships and developing new business opportunities by delivering financial advice and serving as clients' primary point of contact.

• Effectively manage, analyze, and grow a portfolio of clients to provide knowledgeable advice to accomplish a high level of financial wellness.
• Assist portfolio of clients in selection of financial solutions by serving as the primary point of contact.
• Learn client’s financial objectives and provide basic financial guidance & planning utilizing the complete Alerus product offering.
• Perform regular proactive relationship reviews based on complexity and product or service level on assigned portfolio.
• Work closely with personal financial advisors, business advisors, associates, and product experts as necessary to fulfill client’s financial needs.
• Ability to originate consumer and business depository accounts, consumer and small business lending products, and Alerus investment products.
• Update CRM software to capture client activity, schedule required follow-up actions, and effectively onboard clients.

• 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.

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.

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