Client Service Center Associate - Banking

Client Service Center Associate
- Banking

This is a remote position. Candidates preferred to be residing in the Alerus physical footprint of these markets:
Twin Cities area, MN;
Grand Forks or Fargo, ND; or Phoenix, AZ.

Hours:Monday
- Friday 10am - 7pm Central Time and one Saturday per month (8am - 12pm).

WHO ARE WE
:
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 Client Service Center Associate, Banking is responsible for answering a wide range of incoming calls from banking and wealth management clients. Client Service Center Associates educate, troubleshoot and address issues, provide support, and offer information as needed to correctly and efficiently respond to caller inquiries. A single point of contact where clients receive support on products offered with Alerus.

WHAT YOU’LL BE DOING:

• Answer telephone, email, and chat inquiries from Alerus banking, mortgage, and wealth management clients promptly and courteously. Show respect and patience to all clients. Inbound calls will cover a wide range of topics, including balance inquiries, debit card maintenance, disputes, transfer requests, and loan payments.
• Provide professional, accurate and clear communication.
• Understand and clearly communicate inquiry and transactional use of the Alerus websites, mobile apps, and voice response systems.
• Maintain up-to-date financial services and internal systems and software (AS400, Q2, Architect and Salesforce) knowledge as it pertains to the job.
• Understand and communicate basic principles of deposit, money market, time accounts and loan policies to clients.
• Actively maintain knowledge of all A leur products, services, and processes including fraud prevention and documentation.
• Develop and enhance client relationships by informing clients of Alerus products and services that meet their needs and encourage a financially fit client.
• Foster a positive work environment and support co-workers in achievement of departmental goals.
• Meet performance standards such as quality assurance scores, productivity, and attendance. Proactively notify manager if standards will not be met.

WHAT YOU SHOULD HAVE:

• 1+ years of experience in business customer service or accounting/bookkeeping preferred.
• 1+ years of experience directly related to financial services preferred.
• Excellent written/oral communication and organization skills required.
• Ability to prioritize and to be self-motivated.
• Independently manage multiple concurrent tasks and meet deadlines.
• Proven ability to adapt to a fast paced, changing environment centered around technology.

WHAT WE BRING TO THE TABLE:

• Comprehensivebenefitspackageprovidingawide range ofhealth and well-being benefits, including medical,dental, vision,lifeandlong-term disability insurance; and
  401(k) andESOPfor 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…