North Dakota Bankers
Extraordinary Leadership for North Dakota Banks

Senior Financial Associate

Position Summary:
Senior Financial Associates are responsible for supporting Business and Financial Advisors in enhancing existing relationships and developing new business opportunities. This position will focus on supporting commercial lending clients in their selection of Alerus products to achieve their financial goals. This position is responsible for ensuring the support and fulfillment of the selected products and services happens seamlessly.
 
Location: Grand Forks or Fargo
 
Responsibilities:
  • Work closely with financial advisors, business advisors, product experts and others as necessary to fulfill client’s financial needs.
  • Ability to manage account opening, fulfillment, and processing for consumer and commercial depository accounts, consumer and commercial lending products, and Alerus investment products.
  • Update CRM software to capture client activity, schedule required follow-up actions, and effectively onboard clients.
  • Complete annual regulatory review of accounts.
  • Review daily tickler reports and documentation errors and act on necessary items, following up with document gathering and reporting for resolution.
  • Review daily overdrafts for advisors, taking action and making client contacts as appropriate.
  • Complete account opening documentation , open accounts when necessary, asset transfers, and issue binders, coordinating with other product specialists when needed.
  • Responsible to coordinate and participate, as needed, in client meetings with advisors and product specialists.
 
Qualifications:
  • 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.
 
Alerus offers a challenging and rewarding work environment as well as a competitive compensation and a comprehensive benefits package which includes health, dental, vision, paid time off & holidays, retirement benefits, and more!
Please apply online via our website: https://alerus.com/about/careers
 

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