Financial Transaction Specialist

7 days ago

Shoreview, Minnesota, United States Alerus Full time

Job Summary:

This position is responsible for delivering exceptional client service and support by handling financial transactions for lobby and/or drive-up clients in a professional manner. Provide clients with a clear understanding of the technical aspects and benefits of products and services offered to support our client's financial wellness goals.

Key Responsibilities:

  • Originate consumer and business deposit accounts such as checking, savings, and certificates of deposit.
  • Perform basic consumer lending functions, answer questions, and assist with the application process.
  • Accept deposits and payments for loans and credit cards.
  • Issue, redeem, and settle travelers' checks, savings bonds, cashier's checks, check orders, etc.
  • Promptly respond to and resolve all balance inquiries, client questions, and problems in person or over the phone.
  • Maintain a balanced teller cash drawer.
  • Adhere to and manage the Safe Deposit Policies and Procedures; assist clients with box account opening/viewing/closing, inventory, compliance, and rotation.
  • Manage client debit card instant issue and PIN changes.
  • Report suspicious transactions, activities, and situations to appropriate personnel.
  • Provide quality, accurate, and timely responses to inquiries from external and internal clients in person, over the telephone, or by mail.
  • Acknowledge and immediately address client complaints. Identify solutions to resolve issues and follow up to ensure client satisfaction.
  • Update and utilize CRM platform to capture client activity and effectively onboard clients.

Requirements:

  • High school graduate or GED preferred.
  • Previous customer service and cash handling experience strongly preferred.
  • Basic math proficiency and aptitude.
  • Proven track record of work stability and punctuality.
  • Dedicated and satisfactory attendance/punctuality.

Personal Qualities:

  • Positive and passionate about taking care of clients.
  • Professional appearance and attitude.
  • Demonstrated social and interpersonal skills.
  • Problem-solving ability.
  • Ability to stay calm in difficult situations.
  • Patient and helpful with others.
  • Team player, willingness to help others.

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.

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