Jobtitle
Senior Financial Guide

    Job Description

Jobdesc

Position Summary:

This position is responsible for enhancing existing relationships and developing new business opportunities. Senior Financial Guides deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact. Assist clients in their selection of Alerus solutions by recommending appropriate Alerus products and services to ensure the client successfully achieves their financial wellness goals. This position is expected to focus their time developing new business with existing clients 60% and new clients 40%, approximately.

Responsibilities:

  • 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.
  • Proactively solicit new consumer and small business opportunities with existing clients through the relationship review process including opportunities identified by CRM software.
  • Place calls to prospective clients to discuss their financial needs and objectives by making outside sales calls, channel contacts, and through other forms of network building.

    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 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 across the country, 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

Apply

Please apply online via our website: https://www.alerus.com/about-us/careers/employment/

Company
Alerus Financial, N.A.
Address
11100 Wayzata Blvd Ste 570 Minnetonka, MN 55305-5534

MBA Job number/Date Added

FilenumDateadded
H-70286/14/2021