Relationship Banker
Alerus Financial Corporation, Grand Forks, North Dakota, United States, 58203
Grand Forks - Columbia Rd
2300 S Columbia Road
Grand Forks, ND 58201, USA
WHO ARE WE Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achievetheirfinancialgoals. We are driven by a shared commitment to always do the rightthing;leading with integrity and providingvaluedadvice and guidance to our clients.We value theexpertiseandskillsetseach team member provides and encouragecollaboration,innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements andgrowth,we foster long-term relationships with clients andteam members. We are proud to be recognized as a Top Workplace bynumerousindustryand regionaloutlets.
CORE VALUES PassionforExcellence::Success is NeverFinal:: Do theRightThing :: One Alerus
ABOUT THE ROLE TheRelationship Banker deliverscomprehensive financial advice to current and prospective clients byassessing their financial needs and offering solutions to help clients achieve their current and futuregoals. RelationshipBankers are experts in marketing Alerus solutions to existing and prospective clientsthroughdaily interaction, outbound calling efforts, and networking opportunities. Relationship Bankersmayalsoassistwith service and maintenance requests, teller transactions, business account support, andother transactional needs to drive overall success of Alerus.
WHAT YOU’LL BE DOING
Develop confidence in the following proceduresand platforms: consumer and business depository accounts, IRAs, safe deposit boxes, and consumer lending products, andassistclients with your deep understanding of Alerus products and services and how these support clients’ goals.
Effectively manage,analyzeand grow a portfolio of clients toprovideknowledgeableadvice toassistclientsaccomplisha high levelof financial wellness.
Contribute to company growth by meeting or exceeding annualproduction goals (new deposit and loan accounts).
Develop strong internal relationships with otherclientfacing team members to serve clients’ holistic needs.
Support the successful operations of any branch in market, including: opening/closing procedures, transactions, account service and maintenance.
WHAT YOU SHOULD HAVE
3+yearsof financial services experience;previousexperience as a teller and/or universal banker.
Ability to manage multiple phases of the sales/service process, including but not limited to the dedication toutilizingCRM software
Self-motivation withdemonstratedinitiative,creativityand enthusiasm to develop sales strategy, prospects, and client relationships
Positive attitude and passion to serve
Established interpersonal skills, and effective team-oriented communication skills
WHAT WE BRING TO THE TABLE
Comprehensivebenefitspackageprovidingawide range ofhealth and well-beingbenefits, including medical,dental, vision,lifeandlong-termdisability insurance; and401(k)andESOPfor retirement savings.
Generous paid time off programssuch asflexible time off,company-paid holidays,parental and bereavement leave.
Learning and development resourcesfor personal and professionalcareer development, and advancement opportunities.
Access to financial experts for guidance, financial wellness tools, anddiscountson Alerus products and services.
Support for the communities we live in through paid volunteer time and a company donation match opportunity.
WORK ENVIRONMENT Workistypicallyperformed in an office setting. Theemployeeisregularly required tosit for extended periods of time.The employeeis occasionallyrequired tomoveaboutthe officeutilizingproper ergonomic safeguards when doing so.Additionally, theemployee mustoccasionally liftormovesuppliesand materialsupto 20 pounds.
The above information in this description has been designed toindicatethe general nature and level of work performed by employees in this position. It is not designed tocontainor be interpreted as an exhaustive list of all responsibilities, duties,and qualificationsrequired ofemployees assigned to this job.
Alerus is an equal opportunity employer and value diversity at our company. We do not discriminateon the basis ofrace, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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WHO ARE WE Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achievetheirfinancialgoals. We are driven by a shared commitment to always do the rightthing;leading with integrity and providingvaluedadvice and guidance to our clients.We value theexpertiseandskillsetseach team member provides and encouragecollaboration,innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements andgrowth,we foster long-term relationships with clients andteam members. We are proud to be recognized as a Top Workplace bynumerousindustryand regionaloutlets.
CORE VALUES PassionforExcellence::Success is NeverFinal:: Do theRightThing :: One Alerus
ABOUT THE ROLE TheRelationship Banker deliverscomprehensive financial advice to current and prospective clients byassessing their financial needs and offering solutions to help clients achieve their current and futuregoals. RelationshipBankers are experts in marketing Alerus solutions to existing and prospective clientsthroughdaily interaction, outbound calling efforts, and networking opportunities. Relationship Bankersmayalsoassistwith service and maintenance requests, teller transactions, business account support, andother transactional needs to drive overall success of Alerus.
WHAT YOU’LL BE DOING
Develop confidence in the following proceduresand platforms: consumer and business depository accounts, IRAs, safe deposit boxes, and consumer lending products, andassistclients with your deep understanding of Alerus products and services and how these support clients’ goals.
Effectively manage,analyzeand grow a portfolio of clients toprovideknowledgeableadvice toassistclientsaccomplisha high levelof financial wellness.
Contribute to company growth by meeting or exceeding annualproduction goals (new deposit and loan accounts).
Develop strong internal relationships with otherclientfacing team members to serve clients’ holistic needs.
Support the successful operations of any branch in market, including: opening/closing procedures, transactions, account service and maintenance.
WHAT YOU SHOULD HAVE
3+yearsof financial services experience;previousexperience as a teller and/or universal banker.
Ability to manage multiple phases of the sales/service process, including but not limited to the dedication toutilizingCRM software
Self-motivation withdemonstratedinitiative,creativityand enthusiasm to develop sales strategy, prospects, and client relationships
Positive attitude and passion to serve
Established interpersonal skills, and effective team-oriented communication skills
WHAT WE BRING TO THE TABLE
Comprehensivebenefitspackageprovidingawide range ofhealth and well-beingbenefits, including medical,dental, vision,lifeandlong-termdisability insurance; and401(k)andESOPfor retirement savings.
Generous paid time off programssuch asflexible time off,company-paid holidays,parental and bereavement leave.
Learning and development resourcesfor personal and professionalcareer development, and advancement opportunities.
Access to financial experts for guidance, financial wellness tools, anddiscountson Alerus products and services.
Support for the communities we live in through paid volunteer time and a company donation match opportunity.
WORK ENVIRONMENT Workistypicallyperformed in an office setting. Theemployeeisregularly required tosit for extended periods of time.The employeeis occasionallyrequired tomoveaboutthe officeutilizingproper ergonomic safeguards when doing so.Additionally, theemployee mustoccasionally liftormovesuppliesand materialsupto 20 pounds.
The above information in this description has been designed toindicatethe general nature and level of work performed by employees in this position. It is not designed tocontainor be interpreted as an exhaustive list of all responsibilities, duties,and qualificationsrequired ofemployees assigned to this job.
Alerus is an equal opportunity employer and value diversity at our company. We do not discriminateon the basis ofrace, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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