Relationship Banker

Relationship Banker

Job Category: Sales & Service

Full-Time

On-site

Excelsior, MN 553311905, USA

Description

Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

Core Values: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus

About the Role: The Relationship Banker delivers comprehensive financial advice to current and prospective clients by assessing their financial needs and offering solutions to help clients achieve their current and future goals. Relationship Bankers are experts in marketing Alerus solutions to existing and prospective clients through daily interaction, outbound calling efforts, and networking opportunities. Relationship Bankers may also assist with service and maintenance requests, teller transactions, business account support, and other transactional needs to drive overall success of Alerus.

What You'll Be Doing:

• Develop confidence in the following procedures and platforms: consumer and business depository accounts, IRAs, safe deposit boxes, and consumer lending products, and assist clients with your deep understanding of Alerus products and services and how these support clients' goals.
• Effectively manage, analyze and grow a portfolio of clients to provide knowledgeable advice to assist clients accomplish a high level of financial wellness.
• Contribute to company growth by meeting or exceeding annual production goals (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, account service and maintenance.

What You Should Have:

• 3+ years of financial services experience; previous experience as a teller and/or universal banker.
• Ability to manage multiple phases of the sales/service process, including but not limited to the dedication to utilizing CRM software
• Self-motivation with demonstrated initiative, creativity and 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:

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 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 we live in through paid volunteer time and a company donation match opportunity.

Work Environment: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

Base Pay Range: $45,000 - $50,000 annually plus incentive compensation.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.