Records & Information Manager

3 weeks ago

Fargo, United States Alerus Full time
Description

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one 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 to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

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

ABOUT THE ROLE:
This position is responsible for leadership and management of the records department and information management program within Alerus and is the enterprise content management software admin. This position oversees the storage, backup, maintenance, reproduction, protection, and disposition of all records. Additionally, they will foster a client centric culture, ensuring proper staffing, motivating and inspiring team members to high performance, continuous improvement throughout the department, accuracy of data maintained in the various systems, overall compliance with regulatory guidelines and bank policy, and development of and adherence to the budget.

WHAT YOU'LL BE DOING:

  • Plans, develops and administers records management policies designed to facilitate effective and efficient handling of business records and other information.
  • Plans development and implementation of records management policies intended to standardize filing, protecting, and retrieving records, reports, and other information contained on any media format.
  • Designs, implements, maintains and evaluates existing systems and processes to protect and secure critical records and information.
  • Develop, document, and monitor retention/destruction schedules and practices for all types of files and documents on all manner of media.
  • Ensures that financial, legal or administrative requirements and regulations are met.
  • Assist the legal department in document retention efforts in connection with litigation holds, subpoena requests and similar matters, as needed.
  • Provides training to staff who require access or have responsibility for maintaining records.
  • Ensures SLAs are met; processes and vendors are continuously evaluated to improve scale, cost and client service.
  • Motivates and inspires others to execute effective and efficient client centric processes.
  • Develops and maintains a culture of continuous improvement and meets or exceeds annual operational goals and SLAs.
  • Develops and maintains good working relationships with team members across the enterprise, and with vendors.
  • Develops and monitors annual budgets while effectively managing expenses.
  • Stays up to date on industry changes as they relate to regulations, software changes, and industry trends.

WHAT YOU SHOULD HAVE:

  • Bachelor's degree in Business Administration, Records Management/Information Systems or related field preferred.
  • Certified Records Manager (CRM) required.
  • Two year degree with 5 years of professional and records system experience acceptable.
  • Working knowledge of various filing systems, records management applications, and retention schedules required.
  • Minimum 4 - 5 years managing and directing records teams.
  • Preferred experience in financial services industry.

WHAT WE BRING TO THE TABLE:

  • Competitive compensation including base salary, bonus and/or incentive opportunities.
  • Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
  • Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
  • Learning and development resources for personal and professional career development, and advancement opportunities.
  • Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
  • Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 40 pounds.

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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