Client Transition Supervisor
- Employer
- Alerus Financial
- Location
- Minnesota
- Salary
- Join our team!
Job Details
The Client Transition Supervisor is responsible for supervising and developing staff to ensure new business and terminating business processes are properly implemented for multiple product lines including payroll and retirement. Participate in project meetings and build applicable processes and procedures. Promote teamwork and a positive work environment.
Essential Responsibilities
Job Function 1: Team and Process - 60%
- Supervise transition team for multiple product lines including retirement and payroll.
- Ensure efficient operation of specific processes, adhere to SLA's and foster a continuous improvement environment.
- Handle escalated issues, provide risk oversight and ensure compliance with regulatory requirements.
- Provide guidance and resources to assist team members in resolving routine and complex issues with the client at the center of the solution.
- Develop and/or improve process when onboarding client with multiple product lines
Job Function 2: Projects and Enhancements - 30%
- Participate on project teams as required and represent area(s) programming requirements, process changes, and testing needs.
- Assist with other projects, activities and responsibilities as assigned by manager.
- Establish and maintain credible, professional relationships with internal business lines and external clients and/or vendors.
- Recommend changes to standardize processes and procedures to enhance operational effectiveness and effective client delivery.
Job Function 3: Employee Leadership - 10%
- Hire and ensure training for new employees; provide ongoing coaching/feedback, recognition, development and performance management.
- Proactively engage team members to ensure efficient processes and continued team member development.
- Develop coaching plans that incorporate metrics and key performance indicators.
- Create an environment where team members feel included, valued, and supported to do work that energizes them.
- Work with team members, management and other business areas to coordinate efforts and ensure effective collaboration in order to meet client needs and maintain bank and regulatory requirements.
- Demonstrate effective problem solving, decision making, coaching and communication skills, setting a positive example for team members.
Position Requirements:
Qualifications:
- Bachelor's degree in accounting, finance, business administration, or related field.
- Proven leadership, management and direct supervisory skills.
- 5 years of extensive implementation experience in payroll and/or retirement.
- Exceptional problem solving orientation and attention to detail.
- Ability to facilitate communication between various departments, vendors, and team members.
- Ability and desire to work in a fast-paced, deadline oriented environment.
- Ability to work independently.
- Ability to effectively prioritize and manage multiple assignments.
- Able to make proper business decisions based on experience.
- Demonstrated problem-solving ability and able to perform complicated tasks.
Personal Characteristics:
- Persuasive, encouraging, and motivating.
- Ability to communicate effectively with clients and coworkers.
- Ability to work independently while supporting a collaborative, team orientated environment.
- Reliable follow through without supervision.
- Demonstrated ability to take an outside perspective when reviewing current practices and procedures.
- Positive attitude and team motivator.
- High attention to detail.
- Exceptional organizational skills.
Physical Demands - Must be met with or without a reasonable accommodation:
- Extended periods of time sitting at a desk and using office equipment.
- Ability to operate a personal computer/laptop for approximately 8 hours per day.
- Extended time is spent reviewing physical and electronic documents.
- The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
- Periodically, may also do light lifting of supplies and materials which weighs approximately 20 lbs.
- Will spend most of time in an indoor environment.
Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Company
Alerus is a company that will challenge you to be at your best and where your efforts have real, tangible effects. Our culture is one of collaboration, innovation, forward-thinking, and giving back. And, as a growing company with a presence in markets from New Hampshire to Arizona, we offer a broad range of opportunities for you to travel the career path that matches your abilities, interests, and goals.
What is the current company culture like?
While our footprint spans North Dakota, Minnesota, Arizona, New Hampshire, and Michigan, we still operate like a small company. In other words, every single person on our team matters. Our employees create our culture.
What skills, education, and experiences does your ideal candidate(s) have? Each position has their own specific requirements and qualifications. In addition to those, Alerus seeks people who live out our fundamental beliefs every day: do the right thing, cherish people, empower with knowledge, respect everyone, serve with passion, and embrace change.
How would you describe the company leadership/team management? Alerus has a diverse executive and leadership team. Each leader comes with a wealth of experience and knowledge within their field to help their teams succeed. Alerus leaders, including our C*Suite executives, maintain regular communication with employees on company updates and goals.
Where do you see the company/organization in the upcoming years? Alerus has bank and office locations in North Dakota, Minnesota, Michigan, New Hampshire and Arizona. While we continue to serve our clients in these states we also look to grow our national footprint to best serve clients wherever they may live.
What do you feel candidates need to know about the company before applying? Alerus is more than just a bank and offers many products for our clients including personal & business banking, mortgages, wealth management and retirement savings. We continue to grow and expand but still maintain and operate with a small business feel. We would not have continued success without our employees and all the hard work they do to serve our clients with passion.
See the current Alerus job openings below!
- Website
- https://alerus.com/
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