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Relationship Manager

Employer
Alerus Financial
Location
Mesa, Arizona
Salary
Join our team!

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Industry
Office and Administration
Role
Manager
Job Type
Long-Term
Hours
Full Time

Job Details

Position Summary:

This position is responsible for generating new business opportunities and managing a significant customer portfolio as defined in the performance plan. This involves being the primary contact for new or existing customers, conducting relationship reviews, coordinating the financial planning process, presenting formal product proposals, and maintaining ongoing prospects for new business development. The focus of this position is to build customer relationships and gain loyalty by listening, understanding, and responding to customers' needs.



Essential Responsibilities:

Job Function Number 1: New business development - 40%
  • Place calls to existing or prospective customers to discuss their financial needs and objectives; serve as the "gatekeeper" in providing the customer with the appropriate Product Specialists to present financial solutions.
  • Develop and maintain a high level of knowledge encompassing all traditional and nontraditional, consumer and commercial, financial products and services.
  • Actively solicit new business opportunities with existing customers through the relationship review process, and with prospective customers by making outside sales calls, channel contacts, and through other forms of network building.
  • Use the FSS database to capture all customer information and new business opportunities.
  • Maintain a general understanding of basic financial planning concepts including investments, income and estate tax planning, balance sheet management, protection planning, business planning, charitable planning, and liquidity planning.
  • Understand the benefits of Alerus Financial's products and effectively differentiate Alerus Financial from the competition.
  • Maintain new business contribution goals as outlined in the performance plan.
  • Support the sales efforts of entire Alerus Financial sales team (Relationship Managers, Financial Services Representatives, and all product areas).








    Job Function Number 2: Manage customer relationships - 30%
    • Retain and expand existing customer relationships using the relationship and product models in place.
    • Compile annual relationship reviews for each customer to assist the customer in determining his/her financial objectives.
    • Coordinate the appropriate Product Specialists to address specific financial objectives and to develop a personalized financial plan.
    • Meet with the customer and appropriate specialists to present a proposal based on the financial planning process.
    • Coordinate the implementation of the product recommendations and/or financial planning solutions with the Product Specialist and Operations staff.
    • Seek to develop a complete customer relationship by proactively cross-selling products and services to both new and existing customers.
    • Actively represent Alerus Financial in the marketplace, making the best use of available time and talents in professional associations with the company.



    Job Function Number 3: Delivery of services - 25%
    • Maintain quality service standards, and take care of the customers' ongoing business needs.
    • Acknowledge and prioritize multiple customer demands to provide maximum service to all customers.
    • Manage customer relationships carefully, using the structure and processes defined for the Relationship Manager role and the Product Specialist role.
    • Develop and consistently demonstrate professional sales skills to maximize business opportunities.



    Job Function Number 4: Personal growth/development -5%
    • Represent Alerus Financial in community organizations and activities.
    • Assume responsibility for career growth and development. Actively pursue continuing education, reading, and self-development to enhance skills.
    • Be flexible and adaptive when faced with changing needs of the customer.
    • Recognize stressful nature of work and maintain professional composure, attitude, and behavior at all events.
    • Build solid working relationships with team members, acting as a resource for others whenever possible



    Qualifications:
    • Four-year bachelor's degree preferred in business related field, or equivalent experience.
    • Minimum of 3 years' experience in banking and/or financial product sales.
    • Demonstrated ability to bring significant new business to the Bank.
    • Actively involved in the community in areas that offer greatest potential for new business.
    • Proven written and verbal communication skills.
    • Proven interpersonal and negotiating skills.
    • Basic Computer skills.

    Personal Characteristics:
    • Professional sales skills.
    • Prioritize work effectively.
    • Manage time efficiently.
    • Strive for achievement in terms of both quality and quantity of work.
    • Reliable follow through without supervision.
    • Effective communicator.
    • Self-motivated.
    • Demonstrated social skills.



    Physical Demands: (must be met with or without a reasonable accommodation)
    • Extended periods of time 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.
    • Ability to travel as needed to other markets and locations.



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

    Alerus is a participating e-verify employer.

    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!

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