Branch Services Specialist
- Employer
- Alerus Financial
- Location
- Fargo, North Dakota
- Salary
- Join our team!
Job Details
The Branch Services Specialist is responsible for the management of the Branch's systems and processes, as well as the creation of all related training materials and courses. Branch Services Specialists are a resource for customer facing staff with questions on account opening and ongoing servicing. This role ensures that our daily branch processes and ongoing servicing are documented and compliant.
Essential Responsibilities:
Job Function 1: Retail Branch Support & Process Administration - 50%
- Maintain in-depth knowledge of Alerus branch processes, products and services.
- Proactively manage retail banking systems.
- Document and maintain R&R procedures for the retail bank systems.
- Manage ATM/ITM implementations and ongoing support and problem resolution.
- Coordinate and assist in the review, testing, and implementation of system updates and upgrades.
- Conduct reporting & data analysis on branch and digital channel activity.
- Recommend and implement process improvements to enhance system utilization and process efficiency.
- Ensure branch processes, particularly those pertaining to regularly-required audits, are adhered to in the branches; conduct spot-checks to ensure completion.
- Conduct period training on audit procedures and IRAs for retail staff.
- Be a subject matter expert to retail staff for all Deposit inquires.
- Responsible for Coin & Currency handling for the Bank.
- Responsible for Deposit Account Opening processes & procedures.
Job Function 2: Project Management & Participation - 25%
- Strive to gain efficiencies in processes to create a better client experience.
- Support projects that involve any branch related systems or process changes. Assist in new systems implementation aimed to advancing technology in the branches.
- Assist in any Bank Acquisitions . Participating in any planning, with regard to the conversion of the branches. If needed assist in explaining and implementing Alerus policies and procedures.
- Coordinate with other departments as necessary to implement necessary changes
Job Function 3: Audit and Compliance - 25%
- Ensure that branch staff understands and is following all documented bank audit and compliance functions.
- Represent branch services in annual audit functions and respond to any issues identified.
- Provide training as needed to branch staff to ensure ongoing compliance with all banking rules and regulations.
- Understand and apply business and banking industry practices and compliance changes.
- Assure compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Position Requirements:
Qualifications:
- Bachelor's degree in education, business, or communication, or equivalent experience.
- Two or more years of experience in training curriculum development and delivery preferred.
- Minimum two years of experience in the financial services industry.
- Dedication to service excellence with two years of demonstrated customer service experience.
- Demonstrated communication and education skills.
- Ability to motivate and coach individuals.
- Ability to manage time, organize and prioritize duties.
- Basic math proficiency and aptitude.
- Proven track record of work stability.
- Dedicated and satisfactory attendance and punctuality.
- Basic math proficiency and aptitude.
Personal Characteristics:
- Creative, positive, and passionate for position.
- Professional appearance and attitude.
- Demonstrated social and interpersonal skills.
- Excellent verbal/nonverbal skills.
- Self-sufficient; self-motivated.
- Adapts positively to continuous change.
- Goal orientated.
- Able to deliver negative comments in a positive manner.
- Positive, can do attitude.
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 in at approximately 20 lbs.
- Will spend most of time in an indoor environment.
- Periodic overnight travel may be required to support training and branch operations.
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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