Client Service Center Associate - Banking

Alerus Financial; Fargo (ND); Remote; USD 10,000 - 60,000; Full time

Job summary

Join a forward-thinking organization where you can thrive in a remote role as a Client Service Center Associate. This position offers the opportunity to engage with clients, providing essential support and information about a range of financial products. You'll be part of a collaborative team that values integrity and excellence, ensuring clients receive the best service possible. With competitive compensation and a commitment to employee development, this role is perfect for those looking to grow in the financial services industry while making a positive impact on clients' financial wellness.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Generous Paid Time Off

Parental Leave

Professional Development Resources

Qualifications

• Experience in customer service or accounting/bookkeeping preferred.
• Strong communication and organizational skills are essential.

Responsibilities

• Answer inquiries via phone, email, and chat about banking and wealth management.
• Provide accurate information on Alerus products and services.

Skills

Customer Service

Communication Skills

Organizational Skills

Adaptability

Education

1+ years of business experience

1+ years of experience in financial services

Tools

AS400

Q2

Salesforce

Job description

This is a remote position. Only considering candidates who reside in one of these markets: Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ.

Hours: Monday - Friday 10am - 7pm Central Time and one Saturday per month (8am - 1pm).

Who Are We

Alerus is a commercial wealth bank and national retirement provider with a core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing, leading with integrity, and providing valued advice and guidance. We value each team member's expertise and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit. We seek continuous improvement and growth, fostering long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by industry and regional outlets.

Core Values

Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus

About the Role

The Bank Client Service Center Associate answers a wide range of incoming calls from banking and wealth management clients. They educate, troubleshoot, support, and provide information to respond to inquiries accurately and efficiently. The Client Service Center serves as a single point of contact for clients regarding Alerus products.

What You'll Be Doing

1. Answer telephone, email, and chat inquiries promptly and courteously, covering topics like balance inquiries, debit card maintenance, disputes, transfer requests, and loan payments.
2. Provide professional, accurate, and clear communication.
3. Understand and communicate the use of Alerus websites, mobile apps, and voice response systems.
4. Maintain up-to-date knowledge of financial services and internal systems (AS400, Q2, Architect, Salesforce).
5. Understand and communicate basic deposit, money market, time accounts, and loan policies.
6. Stay informed about all Alerus products, services, and processes, including fraud prevention.
7. Develop and enhance client relationships by informing clients of relevant products and encouraging financial wellness.
8. Support a positive work environment and assist colleagues in achieving departmental goals.
9. Meet performance standards such as quality assurance scores, productivity, and attendance, notifying management proactively if standards are not met.

What You Should Have

1. 1+ years of business experience in customer service or accounting/bookkeeping preferred.
2. 1+ years of experience related to financial services preferred.
3. Excellent written and oral communication and organizational skills.
4. Ability to prioritize, be self-motivated, and manage multiple tasks independently.
5. Proven adaptability to a fast-paced, technology-driven environment.

What We Bring to the Table

1. Competitive compensation including base salary, bonus, and incentives.
2. Comprehensive benefits including health, dental, vision, life, disability insurance, 401(k), and ESOP.
3. Generous paid time off, holidays, parental and bereavement leave.
4. Resources for personal and professional development and career advancement.
5. Access to financial experts, wellness tools, and discounts on Alerus products.
6. Community support through volunteer time and donation matching.

Work Environment

Work is typically performed in an office setting. Employees sit for extended periods and may occasionally lift or move supplies up to 20 pounds.

Base Pay Range

$21.00 - $22.00 per hour

This description provides a general overview of the role and is not exhaustive of all responsibilities, duties, and qualifications.

Alerus is an equal opportunity employer and values diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer must notify all applicants of their rights under federal employment laws. For more information, review the Know Your Rights notice from the Department of Labor.