Retirement Account Manager I

🕒 Abril 2

🌾 North Dakota, Minnesota – Remoto

🌾 North Dakota – Remote ❄️ Minnesota – Remote

💵 $50.000 - $60.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

💰 Gerente de Contas

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Alerus

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1879

🏦 Bancário

💸 Finanças

Banking • Finance

Alerus é um banco regional e uma empresa de serviços financeiros que oferece uma gama completa de produtos de gestão pessoal, empresarial e de patrimônio. Oferece serviços bancários de varejo (contas correntes, poupança, CDBs), banco digital, hipotecas e empréstimos pessoais, serviços bancários para empresas e empréstimos comerciais (incluindo financiamentos imobiliários comerciais, SBA e financiamento de equipamentos), serviços de tesouraria e adquirência, administração de planos de aposentadoria, consultoria de investimentos, serviços fiduciários e de confiança, além de ofertas de seguros. A Alerus enfatiza o aconselhamento financeiro personalizado, agências locais e caixas eletrônicos, e garantias como a garantia de fechamento de hipotecas para apoiar os objetivos financeiros e de compra de imóveis dos clientes.

Descrição

• Account Managers (AMs) are responsible for providing day-to-day client support, ensuring seamless service and addressing immediate needs. • Deliver top-tier customer service by leveraging both their own expertise and the deep institutional knowledge of internal colleagues. • Act as the primary point of contact—or “quarterback”—for all plan-related questions. • Utilize Salesforce to efficiently route inquiries to the appropriate teams. • Maintain close oversight of all open items related to their assigned plans, ensuring timely resolution and consistent client satisfaction.

🎯 Requisitos

• Bachelor’s Degree in a business related field, or equivalent experience. • Minimum of two years’ experience in defined contribution plan customer service/client relationship experience. • ASPPA Retirement Plan Fundamentals course must be taken and passed within 12 months of hire date. • Excellent organizational, communication, and interpersonal skills with the ability to balance multiple priorities and stakeholders. • A mindset focused on continuous improvement, with a history of contributing to process enhancements or operations efficiency efforts. • Ability to maintain professional working relationships with internal and external clients. • Ability to work independently and set priorities. • Ability to interpret documents and resolve technical problems. • Intermediate of Microsoft Word and Excel.

🏖️ Benefícios

• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; • 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.