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Alerus Financial
- Arden Hills, MN / Minnetonka, MN / Grand Forks, ND / 4 more...
The primary responsibility of this position is to support the onboarding process for new Alerus retirement plan clients, including startup plans, transfer plans and internal conversions. Support all elements of the onboarding process by assisting internal departments and external parties through an established implementation timeline. Assist in communicating the implement
Posted 7 days ago
Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint
Posted 22 days ago
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