Alerus Financialposted 5 days ago
$45,000 - $50,000/Yr
Full-time - Entry Level
Austin, MN
Credit Intermediation and Related Activities

About the position

Alerus is a commercial wealth bank and national retirement provider with a core purpose of helping clients achieve their financial goals. We are committed to integrity and providing valued advice and guidance to our clients. Our team members are encouraged to collaborate, innovate, and adapt, fostering long-term relationships with clients and team members. We are recognized as a Top Workplace by numerous industry and regional outlets.

Responsibilities

  • Deliver comprehensive financial advice to current and prospective clients by assessing their financial needs and offering solutions.
  • Market Alerus solutions to existing and prospective clients through daily interaction, outbound calling efforts, and networking opportunities.
  • Assist with service and maintenance requests, teller transactions, business account support, and other transactional needs.
  • Manage, analyze, and grow a portfolio of clients to provide knowledgeable advice for financial wellness.
  • Contribute to company growth by meeting or exceeding annual production goals for new deposit and loan accounts.
  • Develop strong internal relationships with other client-facing team members to serve clients' holistic needs.
  • Support the successful operations of any branch in market, including opening/closing procedures, transactions, and account service.

Requirements

  • Self-motivation with demonstrated initiative, creativity, and enthusiasm to develop sales strategy and client relationships.
  • Positive attitude and passion to serve.
  • Established interpersonal skills and effective team-oriented communication skills.
  • Ability to manage multiple phases of the sales/service process, including utilizing CRM software.
  • Minimum of 1 year of financial services experience strongly preferred.

Benefits

  • Competitive compensation including base salary, bonus and/or incentive opportunities.
  • Comprehensive benefits package including medical, dental, vision, life and long-term disability insurance; 401(k) and ESOP for retirement savings.
  • Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
  • Learning and development resources for personal and professional career development, and advancement opportunities.
  • Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
  • Support for the communities through paid volunteer time and a company donation match opportunity.
Hard Skills
Financial Needs Assessment
1
Financial Services
1
Lending Products
1
Safe Deposit Box
1
Teller Transactions
1
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Soft Skills
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