Financial Services Representative
8 hours ago
The Client Service Center Associate role at Alerus Financial is a remote position, with the primary responsibility of providing exceptional customer service to clients via phone, email, and chat.
This is a dynamic role that requires strong communication and problem-solving skills, as well as the ability to multitask and prioritize tasks effectively.
About the JobIn this position, you will be the single point of contact for clients seeking support on products offered by Alerus.
You will answer incoming calls, emails, and chats, troubleshoot issues, provide solutions, and offer information as needed to resolve client inquiries efficiently.
Key Responsibilities- Answer telephone, email, and chat inquiries from clients promptly and courteously, demonstrating respect and patience.
- Provide professional, accurate, and clear communication to clients, understanding and clearly explaining inquiry and transactional use of Alerus websites, mobile apps, and voice response systems.
- Understand and communicate basic provisions of retirement plan documents, adoption agreements, and loan policies to clients and participants.
- Handle exchange of information, technical questions, and client concerns confidently and independently, utilizing Salesforce to document all client interactions.
To succeed in this role, you will need:
- 1+ years of business experience in employee benefits, customer service, or accounting/bookkeeping (preferred)
- Excellent written/oral communication and organization skills
- Able to prioritize, be self-motivated, and independently manage multiple concurrent tasks and meet deadlines
- Basic knowledge of Microsoft Word and Excel
- Available to work overtime to cover peak workloads and meet other business needs
The estimated salary for this position is $45,000 - $60,000 per year, depending on location and experience.
-
Financial Services Representative
4 weeks ago
Bismarck, North Dakota, United States OneMain Financial Full timeAt OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals, as well as customer...
-
Financial Services Representative
4 weeks ago
Bismarck, North Dakota, United States OneMain Financial Full timeJob SummaryAt OneMain Financial, we're looking for a skilled Consumer Loan Sales Specialist to join our team. As a Consumer Loan Sales Specialist, you will be responsible for delivering results related to individual and branch sales goals, as well as customer expectations. You will develop new relationships and maintain existing ones, working with customers...
-
Financial Services Representative
4 weeks ago
Bismarck, North Dakota, United States OneMain Financial Full timeAbout the Role:At OneMain Financial, we empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.As a Consumer Lending Professional, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch...
-
Financial Services Representative
4 weeks ago
Bismarck, North Dakota, United States New York Life Insurance - Huizenga Team Full timeJob OverviewNew York Life Insurance - Huizenga Team is seeking a skilled Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing clients with comprehensive financial solutions, including insurance and investment products. Your primary goal will be to help clients achieve their...
-
Part-Time Financial Services Representative
4 weeks ago
Bismarck, North Dakota, United States UKG Full timePart-Time Financial Services Representative - Sunrise LocationAt Capital Credit Union, we're committed to empowering our members to achieve their financial goals. We're seeking a skilled Part-Time Financial Services Representative to join our team at our North branch in Bismarck.As a Part-Time Financial Services Representative, you will play a vital role in...
-
Senior Financial Consultant
4 weeks ago
Bismarck, North Dakota, United States Prudential Financial Full timeUnlock Your Financial PotentialPrudential Financial is seeking a seasoned financial professional to join our team in the Bismarck area. As a Prudential Financial Representative, you will have the opportunity to work with an existing book of clients and grow your business with our support.We offer a comprehensive platform to deliver an outstanding client...
-
Insurance and Financial Services Representative
4 weeks ago
Bismarck, North Dakota, United States Roberta Storm - State Farm Agent Full timePosition Overview: Are you a motivated and customer-focused individual looking for a challenging role in insurance and financial services? If so, we may have the perfect opportunity for you at Roberta Storm - State Farm Agent.Responsibilities:Establish and maintain strong customer relationships, providing exceptional service and support as needed.Use a...
-
Financial Services Career
1 month ago
Bismarck, North Dakota, United States New York Life Insurance - Huizenga Team Full timeAbout the RoleNew York Life Insurance - Huizenga Team is seeking a motivated and ambitious Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for creating customized financial plans, providing financial advice, and helping clients achieve their financial goals.Key ResponsibilitiesDevelop and...
-
Parts and Service Sales Representative
1 month ago
Bismarck, North Dakota, United States Butler Machinery Company Full timeJob Title: Parts and Service Sales RepresentativeButler Machinery Company is seeking a highly motivated and experienced Parts and Service Sales Representative to join our team. As a key member of our sales team, you will be responsible for building strong relationships with customers, assisting salesmen with customer presentations, and marketing and selling...
-
Customer Service Representative
4 weeks ago
Bismarck, North Dakota, United States Natural Grocers Full timeCustomer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our Good4U Crew, you will be responsible for providing exceptional customer service, cashiering duties, and supporting various departments within our store.Responsibilities:Provide...
-
Customer Service Representative
4 weeks ago
Bismarck, North Dakota, United States Blakes Full timeJob DescriptionAt Blakes, we're passionate about delivering exceptional service to every guest. As a Counter Service Representative, you'll be at the heart of our business, responsible for creating memorable interactions with every guest.Key Responsibilities:Greet Every Guest with Warmth and Enthusiasm: Make every guest feel like they're part of the Blakes...
-
Chief Financial Officer
4 weeks ago
Bismarck, North Dakota, United States University of Mary Full timeJob SummaryThe University of Mary is seeking a seasoned professional to join our leadership team as the Vice President for Financial Affairs. This critical role involves overseeing the financial integrity and administrative functions of our institution, ensuring alignment with our strategic goals and objectives.Key ResponsibilitiesStrategic Leadership: Serve...
-
Senior Sales Director
5 days ago
Bismarck, North Dakota, United States New York Life (Minnesota) Full timeNew York Life (Minnesota) - Career OpportunityWe are seeking experienced financial services industry professionals to join our management team as a Sales Manager. As a key leader, your primary focus will be on recruiting, developing, and mentoring a team of financial professionals to achieve outstanding results.Key Responsibilities:Recruit, train, and...
-
Customer Service Representative
1 month ago
Bismarck, North Dakota, United States Shane Splonskowski Agency Inc Full timeJob OverviewAt Shane Splonskowski Agency Inc, we're seeking a skilled Customer Service Representative to provide exceptional support to our customers. As a key member of our team, you'll be responsible for delivering personalized service experiences, resolving customer inquiries, and collaborating with sales specialists to drive business growth.Key...
-
HVAC Service Sales Representative
1 month ago
Bismarck, North Dakota, United States Johnson Controls Full timeUnlock Your Potential with Johnson ControlsAs a global leader in smart, healthy, and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places, and the planet. We're seeking a talented HVAC Service Sales Representative to join our team and help us achieve our goals.What We OfferCompetitive salary and benefits...
-
Field Service Representative
4 weeks ago
Bismarck, North Dakota, United States DISH Network L.L.C Full timeCustomer Experience SpecialistWe are seeking a skilled Customer Experience Specialist to join our team at DISH Network L.L.C. As a Field Service Representative, you will be responsible for delivering exceptional customer experiences by installing and maintaining our cutting-edge technology solutions.Key Responsibilities:Install and maintain DISH Network...
-
Customer Service Representative
4 weeks ago
Bismarck, North Dakota, United States DAC Foods, Inc. - Taco Johns Full timeAbout UsTaco John's is a fast-food restaurant chain that values quality food service at affordable prices. We are committed to providing excellent customer experiences and are seeking a qualified individual to join our team.Job SummaryWe are looking for a customer-focused team member to work in our Bismarck, North Dakota location. As a customer service...
-
Customer Service Representative
4 weeks ago
Bismarck, North Dakota, United States Roberta Storm - State Farm Agent Full timePosition Overview:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, identifying their needs, and providing them with tailored...
-
Customer Service Representative
2 weeks ago
Bismarck, North Dakota, United States Wal-Mart Stores , Inc. Full timeAt Walmart, we're looking for a Customer Service Representative to play a key role in delivering exceptional customer experiences. As a valued member of our team, you'll be the first and last point of contact for many customers, providing a warm and welcoming smile, answering questions, and resolving any issues that may arise.Responsibilities:Deliver...
-
Vice President for Financial Affairs
1 month ago
Bismarck, North Dakota, United States University of Mary Full timeJob Title: Vice President for Financial AffairsThe University of Mary is seeking a seasoned professional to join our leadership team as the Vice President for Financial Affairs. This critical role involves overseeing the financial integrity and administrative functions of our institution, ensuring alignment with our strategic goals and objectives.Key...