Position Summary: This position is responsible for 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. Responsibilities include teller transactions, safe deposit box, client service, branch security, and basic knowledge of Alerus products and services. Essential 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.
- Issuing, redeeming, and settling all 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; assisting 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.
Qualifications:
- 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 Characteristics:
- 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. 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)