Private Banking Associate

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 value theexpertiseandskillsetseach team member provides and encouragecollaborationinnovation adaptability and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements andgrowthwe 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:

The Private Banking Associateis responsible forthe delivery of exceptional client experiences as well as the execution and administration of servicing and operational needs on behalf of Private Bankers and Private Banking client relationships. Private Banking Associates support andassistin the administration and management of Private Banking client relationships in concert with Private Bankers.

WHAT YOULL BE DOING:

• Provides organizational and administrative support to Private Bankers. Including immaculate maintenance and records of private client files management of all BSA/high risk/compliance reporting
• Works in concert with key internalLOBsfor the benefit of comprehensive client relationships
• Responsible for the open and onboarding of new private client deposit and credit facilities
• Responsible for the tracking communication and management of Private Banking maturities renewals and client eligibility reporting
• Inputs credit requests managing the loan process from application to close including but not limited to document retrieval and provision collateral perfection document preparation requests and reviews loan booking and closings ensuring accuracy with adherence to approvals
• Becomesthe SME for private banking Salesforce
• Provides exceptional client service experiences with direct client engagement
• Resolves client issues expeditiously and meticulously with a high professional degree of listening and communication
• Manages client tasks whichincludesbutisnot limited to new accounts wire transfers account titling wire transfer facilitation internal transfers online mobile and debit card needs and any/all client day-to-day requests and tasks
• Achieves andmaintainsexpert level knowledge of private banking products policies offerings services and more
• Achieves andmaintainscurrent working knowledge of all other Alerus business lines that work in concert with Alerus Private Banking
  
  

WHAT YOU SHOULD HAVE:

• 3-5 years of financial services industry experience
• Previousconsumer lending experience
• Working knowledge of mortgage lending process
• Demonstrated professionalism
• Extraordinary client service skills
• Strong verbal and written communication skills
• Working knowledge of Word PPT and Excel
  
  

WHAT WE BRING TO THE TABLE:

• Competitivecompensationincludingbasesalarybonusand/or incentiveopportunities.
• Comprehensivebenefitspackageprovidingawide range ofhealth and well-beingbenefits including medicaldental visionlifeandlong-termdisability insurance; and401(k)andESOPfor retirement savings.
• Generous paid time off programssuch asflexible time offcompany-paid holidaysparental 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 employeeis occasionallyrequired tomoveaboutthe officeutilizingproper ergonomic safeguards when doing 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 dutiesand 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.

Required Experience:

IC