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Senior Business Advisor

Employer
Alerus Financial
Location
Grand Forks, North Dakota
Salary
Join our team!

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Industry
General
Role
Executive
Job Type
Long-Term
Hours
Full Time

Job Details

Position Summary:

Senior Business Advisors are responsible for managing existing commercial relationships and developing new opportunities. Senior Business Advisors deliver comprehensive financial advice to Alerus business clients by serving as their trusted primary point of contact. All Senior 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. Senior Business Advisors are expected to focus their time on developing new business with existing clients 50% and new clients 50%, approximately.

Essential Responsibilities:

Job Function Number 1: New Business & Client Development. 50%.
  • Proactively solicit new business opportunities with existing clients through the relationship review process including opportunities identified by CRM software.
  • Deliver solutions utilizing the steps in the Sandler process.
  • 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.
  • Actively represent Alerus in the marketplace by establishing a network of influencers, active involvement in community organizations (i.e. Chamber, Rotary, etc.) and participation in networking organizations.
  • Utilize CRM software to track new opportunities and schedule prospecting follow-up communication.



Job Function Number 2: Client Consultation & Service. 40%.
  • Effectively manage, analyze, and grow a portfolio of 1 business clients to provide knowledgeable advanced solutions by delivering 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, 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 and planning utilizing the complete set of Alerus solutions.
  • Perform regular proactive relationship reviews based on complexity and product or service level on assigned portfolio.
  • Evaluate a client's financial needs to determine and engage the appropriate service team to meet those needs including financial advisors, financial associates and product experts.
  • Update CRM software to capture client activity, schedule required follow-up actions, and effectively onboard clients.
  • Serve business clients' financial needs holistically across all Alerus solutions.
  • Work with a team of associates to ensure an excellent client experience.



Job Function Number 3: Professional & Personal Development. 10%.
  • Maintain an expert level of knowledge encompassing the financial services industry, stay current on trends that impact Alerus' relevancy in its competitive space.
  • Maintain an advanced understanding of complex financial planning concepts including credit, depository products, investments, balance sheet management, protection planning, business planning, and liquidity planning.
  • Maintain an understanding and knowledge of estate planning, charitable giving, trusts, and tax management.
  • Assume responsibility for career growth and development. Actively pursue continuing education, reading, and self-development to enhance skills.
  • Build solid working relationships with team members, acting as a resource for others including a commitment to professional development of personal financial guides, business advisors, and associates.



Position Requirements:

Qualifications:
  • Bachelor's degree in Business, Finance or related field or equivalent work experience required.
  • Minimum 7 years of financial services experience.
  • Possess 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.

Personal Characteristics:
  • Self-motivated with demonstrated initiative, creativity and enthusiasm to develop sales strategy, prospects and client relationships.
  • Effective communication skills and willingness to work with a team.
  • Strong organizational and time management skills.
  • Ability to manage multiple phases of the sales process.
  • Passionate about serving clients to positive impact their financial wellness.
  • Proven problem-solver.
  • Ability to manage the stressful nature of the work and maintain professional composure, attitude, and behavior at all events.

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.

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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