North Dakota Bankers
Extraordinary Leadership for North Dakota Banks

Business Advisor

Alerus is currently seeking a Business Advisor at our Grand Forks, ND office.
 
The Business Advisor is responsible for managing existing commercial and small business relationships and developing new commercial and small business opportunities. Business Advisors deliver comprehensive financial solutions to Alerus business clients by serving as their trusted primary point of contact. All Business Advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their financial wellness goals. Business Advisors are expected to focus their time on developing new business with existing clients 60% and new clients 40%, approximately.
 
Responsibilities:
  • Effectively manage, analyze, and grow a portfolio of business clients to provide knowledgeable advanced solutions to deliver a high level of financial product expertise and support.
  • Assist portfolio of business clients in identifying and selecting treasury management, lending 401k plans, ESOP, health and welfare solutions, payroll, wealth management, insurance and other products and financial services by serving as the primary point of contact.
  • Learn client’s financial objectives and provide comprehensive financial guidance & planning utilizing the complete set of Alerus solutions.
  • Proactively solicit new business 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.
Qualifications:
  • Bachelor’s degree in Business, Finance or related field or equivalent work experience required.
  • Minimum 5 years of financial services experience.
  • Possess or have an established plan to attain professional financial services accreditation(s) or equivalent advanced professional training i.e. CFP, CFA, CPA, CWS, MBA, ABA Commercial Lending School.
  • Demonstrated expertise in assessing a client’s financial needs and making proactive recommendations.
  • Demonstrated ability to deliver solutions in a team based approach.
  • Previous experience utilizing CRM software to track and manage sales opportunities.
  • Demonstrated record of proven sales ability and client service abilities.
  • Demonstrated ability to present to business leaders and executives.
  • Proven written and verbal communication skills.
  • Established interpersonal and negotiating skills.
  • Advanced 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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