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Client Associate

Company: Alerus Financial
Location: Minnetonka
Posted on: January 17, 2022

Job Description:

Schedule: Monday - Friday 8am - 5pm Wage: $16.50+ depending on experience Position Summary: Client Associates are empowered to serve our clients by providing excellent customer service. They are the first face clients see when they walk into the branch or through the drive-up. Client Associates are fully knowledgeable and skilled in the areas of teller, vault, safe deposit, and has basic knowledge of opening consumer, business, and commercial deposit accounts. Essential Responsibilities: Originate consumer and business deposit accounts such as checking, savings and certificates of deposit. Perform basic consumer lending functions. Answer questions and assist with the application process. Accept deposits and payments for loans and credit cards. Issuing, redeeming, and settling all travelers' checks, savings bonds, cashier's checks, check orders, etc. Promptly respond to and resolve all balance inquiries, client questions, and problems in person or over the phone. Maintain a balanced teller cash drawer. Adhere to and manage the Safe Deposit Policies and Procedures; assisting clients with box account opening/viewing/closing, inventory, compliance and rotation. Manage client debit card instant issue and PIN changes. Report suspicious transactions, activities, and situations to appropriate personnel. Provide quality, accurate and timely responses to inquiries from external and internal clients in person, over the telephone, or by mail. Acknowledge and immediately address client complaints. Identify solutions to resolve issues and follow up to ensure client satisfaction. Update and utilize CRM platform to capture client activity and effectively onboard clients. Qualifications: Post high school education required. 2+ years of customer service or cash handling experience required. 1 year of experience in the financial services industry preferred. Math proficiency and aptitude. Dedicated and satisfactory attendance/punctuality. Proven track record of work stability. Personal Characteristics: Positive and passionate about taking care of clients. Professional appearance and attitude. Demonstrated social and interpersonal skills. Problem solving ability. Ability to stay calm in difficult situations. Patient and helpful with others. Team player, willingness to help others. Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Keywords: Alerus Financial, Minnetonka , Client Associate, Other , Minnetonka, Minnesota

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