SVP/VP, Business Banker
3 days ago
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:
The SVP/VP, Business Banker is responsible for managing existing commercial relationships and cultivating new business opportunities. Serving as the primary point of contact, Business Bankers deliver comprehensive financial advice to Alerus business clients by serving as their trusted primary point of contact. This role is equally focused on growth - spending 50% of the time developing new business with existing clients and 50% with new prospects.
WHAT YOU'LL BE DOING:
- Proactively solicit new business opportunities with existing clients and prospective clients.
- Deliver solutions using the Sandler process and represent Alerus in the marketplace.
- Utilize CRM software to track new opportunities and schedule follow-up communication.
- Manage, analyze, and grow a portfolio of business clients, providing advanced financial solutions.
- Assist clients in selecting financial products and services, serving as the primary point of contact.
- Perform regular proactive relationship reviews and evaluate clients' financial needs.
- Engage the appropriate service team to meet clients' financial needs.
- Maintain an expert level of knowledge in financial services and stay current on industry trends.
- Pursue continuing education and self-development to enhance skills.
- Build solid working relationships with team members and support their professional development.
WHAT YOU SHOULD HAVE:
- Bachelor's degree in business, finance or related field or equivalent work experience required.
- 7-10 years of financial services experience.
- Possess professional financial services accreditation(s) or equivalent advanced professional training i.e. CFP, CFA, CPA, CWS, MBA, ABA Commercial Lending School.
- Expertise in assessing a client's financial needs and making proactive recommendations.
- Ability to deliver solutions in a team-based approach.
- Experience utilizing CRM software to track and manage sales opportunities.
- Record of proven sales ability and client service abilities.
- Ability to present to business leaders and executives.
- Proven written and verbal communication skills.
- Established interpersonal and negotiating skills.
- Advanced math proficiency.
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 20 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 DisabilitiesThis employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
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