North Dakota Bankers
Extraordinary Leadership for North Dakota Banks

Senior Financial Guide - National Market

Alerus is currently seeking a Senior Financial Guide for our national market. This position can be based in Grand Forks or Fargo, ND.


Senior Financial Guides are responsible for enhancing existing relationships and developing new business opportunities. Senior Financial Guides deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact. All financial guides assist clients in their selection of Alerus solutions by recommending appropriate Alerus products and services to ensure the client successfully achieves their financial wellness goals.

 

Responsibilities:

·         Effectively manage, analyze, and grow a portfolio of clients to provide knowledgeable advice to accomplish a high level of financial wellness.

·         Assist portfolio of clients in selection of financial solutions by serving as the primary point of contact. Solution focus includes; IRAs, managed accounts, emergency savings, and consumer lending/mortgage.

·         Learn client’s financial objectives and provide basic financial guidance & planning utilizing the complete Alerus product offering.

·         Proactively solicit new consumer opportunities with existing clients through the relationship review process including opportunities identified by CRM software.

·         Place calls to prospective clients to discuss their financial needs and objectives by making outside sales calls, channel contacts, and through other forms of network building.

·         Develop and maintain a basic level of knowledge encompassing the financial services industry, stay current on trends that impact Alerus’ relevancy in its competitive space.

·         Focus time developing new business with existing clients 60% and new clients 40%, approximately.

 

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 client acquisition 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!

For more information regarding the responsibilities and qualifications for this opportunity or to apply online, visit our website: https://www.alerus.com/about-us/careers/employment/. We look forward to reviewing your application and thank you for your interest in Alerus Financial!
 

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

 

 

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