Client Relationship Manager

4 weeks ago

Minnetonka, Minnesota, United States Alerus Financial Full time
Position Summary:
The Client Relationship Manager (CRM) is responsible for cultivating and maintaining relationships with assigned health and welfare plan clients to achieve or exceed client service and retention standards. This role will manage a portfolio of clients by advising best practices to operate the plan to ensure compliance with plan documents and federal regulations. The CRM will ensure to assist clients within outlined standards and coordinate solutions.

Essential Responsibilities:
Job Function 1: Client / Broker Interaction - 75%
Manage inbound inquiries from clients, referring brokers, and internal team members regarding all aspects of a customer contracted business.Work with manager to resolve technical, service, and compliance issues.Conduct training with new and existing client brokerage relationships.Collaborate with clients and referring entities to increase participant enrollment.Generate and deliver utilization data to foster understanding of plan's performance and needs.Provide consultation on plan design to ensure compliance and make suggestions toward plan changes to achieve client objectives.Coordinate plan amendment and service agreement change activity and timeline.Act as a relationship manager to provide proactive solutions to maintain services.Facilitate fee changes by working with the advisor, client, and internal partners to ensure fee adjustments are completed.Assist Sales Consultants as necessary in promoting new business opportunities.Assist Operations/Accounting on resolving financial discrepancies.Conduct regular meetings with existing clients to promote client retention.
Job Function 2: Department Support - 15%
Provide backup coverage to team members as needed.Work together within a team to ensure corporate service levels are achieved.Actively participant in departmental meetings.Support other departmental needs as required.Proactively promote changes to the product offering to clients.Foster work relationships that promote company values.Provide support to employers and brokers during enrollment meetings.
Job Function 3: Systems and Industry Knowledge - 10%
Maintain compliance knowledge of regulations, policies, and procedures of all benefit plans offered.Actively pursue continuing education, reading, and self-development to enhance skills.Complete regulation, compliance, and additional training as assigned.
Position Requirements:
Qualifications:
Minimum of 1 year experience in cafeteria plan administration required.Good written/oral communication, organization, and client service skills.Ability to maintain profession working relationships with internal and external relationships.Ability to work independently and set priorities.Ability to interpret documents and resolve technical problems.Available to work overtime to cover necessary peak loads.Proficient in Microsoft Office products.
Personal Characteristics:
Demonstrated relational skills such as diplomacy, judgement, and discretion.Critical thinking skills.Demonstrated ability to prioritize workflow of self and others.Demonstrated communication and presentation skills.Demonstrated ability to problem solve complex situations.
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.
Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

  • Treasury Management Consultant, Senior

    3 weeks ago

    Minnetonka, Minnesota, United States Alerus Financial Full time

    Position Summary:The Treasury Management Consultant (TMC), Senior is responsible for the sales and servicing of commercial deposit products and treasury management services. Working closely with commercial relationship managers, the TMC will act as the subject matter expert including taking a holistic approach with both prospects and existing clients for...

  • Financial Advisor

    3 weeks ago

    Minnetonka, Minnesota, United States Alerus Financial Full time

    We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered.Position Summary:Financial Advisors are responsible for enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by...

  • Internal Wholesaler

    3 weeks ago

    Minnetonka, Minnesota, United States Alerus Financial Full time

    Position Summary:This position is responsible for providing support to external Retirement Sales Consultants by providing prospect related documents for new business opportunities to Retirement Sales Consultants and the wholesale networks (Wholesalers, Advisors, Brokers, and TPAs) they serve. Also, responsible for assisting Relationship Teams with various...

  • Special Credit Services Manager

    3 weeks ago

    Minnetonka, Minnesota, United States Alerus Financial Full time

    Position Summary:This position is responsible for managing the Bank's Special Assets function and potential loan losses by overseeing the workout and liquidation of problem loans, including the identification and reporting of delinquent loans, impaired loans and/or debt modifications.Essential Responsibilities:Job Function 1: Manage a loan portfolio to...

  • Internal Wholesaler

    4 weeks ago

    Minnetonka, Minnesota, United States Alerus Financial Full time

    Position Summary:This position is responsible for providing support to external Retirement Sales Consultants by providing prospect related documents for new business opportunities to Retirement Sales Consultants and the wholesale networks (Wholesalers, Advisors, Brokers, and TPAs) they serve. Also, responsible for assisting Relationship Teams with various...

  • Retirement Specialist

    3 weeks ago

    Minnetonka, Minnesota, United States Alerus Financial Full time

    Position Summary:Establish and maintain relationships with assigned retirement plan clients in order to achieve or exceed client service and retention standards. Assist the sales consultants with the new business onboarding process.Essential Responsibilities:Job Function 1: Client Service - 70%Manage client relationships (advisor/broker, TPA, wholesaler,...

  • Business Banking Credit Underwriter

    3 weeks ago

    Minnetonka, Minnesota, United States Alerus Financial Full time

    Position Summary:The Business Banking Underwriter, I is accountable for underwriting and monitoring a portfolio of business banking level commercial and industrial (C&I) loans ranging in size from $1,000,000 to $5,000,000. The portfolio may also include Owner Occupied and/or small investor Commercial Real Estate loans. Will partner with Relationship Managers...

  • Business Banking Credit Underwriter

    4 weeks ago

    Minnetonka, Minnesota, United States Alerus Financial Full time

    Position Summary:The Business Banking Underwriter, I is accountable for underwriting and monitoring a portfolio of business banking level commercial and industrial (C&I) loans ranging in size from $1,000,000 to $5,000,000. The portfolio may also include Owner Occupied and/or small investor Commercial Real Estate loans. Will partner with Relationship Managers...

  • Enterprise Risk Consultant

    4 weeks ago

    Minnetonka, Minnesota, United States Alerus Financial Full time

    Position Summary:This position supports the activities of the Enterprise Risk Management Committee. This includes developing and maintaining enterprise risk monitoring and reporting systems, conducting divisional risk assessments, providing analytical support to finance and risk areas, and coordinating operational risk functions. This position reports to the...

  • Senior Fraud Investigator

    2 weeks ago

    Minnetonka, Minnesota, United States Alerus Financial Full time

    Position Summary:The Senior Fraud Investigator is a valued part of a cohesive team focused on protecting the assets of the bank and its customers. This position is responsible for reviewing transactions for possible fraud and suspicious activity. Investigating cases of fraud by interviewing victims and suspects, obtaining, and reviewing evidence, and...

  • Global Process Leader

    7 days ago

    Minnetonka, Minnesota, United States Veolia Water Technologies & Solutions Full time

    Company DescriptionVeolia Group Water Technologies and Solutions brings together experienced professionals in pursuit of the same goal to solve the world's most complex challenges related to water scarcity, quality, productivity, the environment and energy. We're always looking for passionate and creative people to help us in this mission.Job DescriptionWe...

  • Credit Risk Analyst

    3 weeks ago

    Minnetonka, Minnesota, United States Alerus Financial Full time

    Position Summary:The Credit Risk Analyst conducts credit data gathering and analysis and provides reporting and analytical support to lending and credit management. This involves mining and interpreting data and developing and implementing reporting systems and dashboards used in measuring and managing loan portfolios. This position is responsible for...

  • Senior BSA/AML Investigator

    2 weeks ago

    Minnetonka, Minnesota, United States Alerus Financial Full time

    Position Summary:The Senior BSA/AML Investigator is a valued part of a cohesive team focused on detecting and preventing the bank from illicit activity, including money laundering and terrorist financing. The Senior BSA/AML Investigator position will identify unusual transaction behavior patterns on accounts. Other responsibilities include reporting,...

  • Credit Risk Analyst

    4 weeks ago

    Minnetonka, Minnesota, United States Alerus Financial Full time

    Position Summary:The Credit Risk Analyst conducts credit data gathering and analysis and provides reporting and analytical support to lending and credit management. This involves mining and interpreting data and developing and implementing reporting systems and dashboards used in measuring and managing loan portfolios. This position is responsible for...

  • Corporate Banking Intern

    4 weeks ago

    Minnetonka, Minnesota, United States Alerus Financial Full time

    The Corporate Banking Internship offers a hands-on learning experience with rotations in Commercial & Private Banking, Credit and Wealth Management. Under the guidance of experienced professionals, you will learn the fundamental disciplines of the banking industry.The summer internship will begin approximately June 3, 2024 and lasts for 10-12 weeks (flexible...

  • 2024 Extended School Year

    3 weeks ago

    Minnetonka, Minnesota, United States Minnetonka Public Schools Full time

    Position Type:Student Support Services (Licensed)Date Posted:3/15/2024Location:District WideDate Available:7/9/24 Closing Date: Until Filled Assignment: Dates: 7/9/24-8/1/24 Days: Tuesday, Wednesday and Thursdays Time: 7:45am-12:15pm License Required:Minnesota K-12 Special Education License (LD/EBD/ASD/DD) Minnesota K-12 Reading, preferredJob Duties and...

  • Corporate Banking Intern

    3 weeks ago

    Minnetonka, Minnesota, United States Alerus Financial Full time

    The Corporate Banking Internship offers a hands-on learning experience with rotations in Commercial & Private Banking, Credit and Wealth Management. Under the guidance of experienced professionals, you will learn the fundamental disciplines of the banking industry.The summer internship will begin approximately June 3, 2024 and lasts for 10-12 weeks (flexible...

  • 2024 Extended School Year

    2 weeks ago

    Minnetonka, Minnesota, United States Minnetonka Public Schools Full time

    Position Type:Student Support Services (Licensed)/EBD/LD TeacherDate Posted:3/15/2024Location:Minnetonka High School (MHS)Date Available:7/9/24 Closing Date: Until Filled Assignment: 4 Teachers Needed Dates: 7/9/24-8/1/24 Days: Tuesday, Wednesday and Thursdays Time: 8:15am-11:45am License Required:Minnesota K-12 Special Education License (LD/EBD/ASD/DD)Job...

  • 2024 Extended School Year

    2 weeks ago

    Minnetonka, Minnesota, United States Minnetonka Public Schools Full time

    Position Type:Student Support Services (Licensed)/EBD/LD TeacherDate Posted:3/15/2024Location:SAIL Transition Program BuildingDate Available:7/9/24 Closing Date: Until Filled Assignment: 2 Teachers Needed Dates: 7/9/24-8/1/24 Days: Tuesday, Wednesday and Thursdays Time: 8:15am-11:45am License Required:Minnesota K-12 Special Education License...

  • 2024-25 Media Specialist Long Term Sub, 1.0 FTE

    3 weeks ago

    Minnetonka, Minnesota, United States Minnetonka Public Schools Full time

    Position Type:Elementary School Teaching/Media SpecialistDate Posted:3/8/2024Location:Scenic Heights ElementaryDate Available: School Year Closing Date: Until Filled License Required: Minnesota K-12 Media SpecialistJob Duties and Responsibilities: Provide direct student instruction and team teaching of the essential learnings in the areas of literacy,...