Retirement Account Manager I

🕒 il y a 2 mois

🌾 North Dakota, Minnesota – Distant

🌾 North Dakota – Remote ❄️ Minnesota – Remote

💵 $50 000 - $60 000 / an

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💰 Responsable de comptes

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Alerus

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1879

🏦 Banque

💸 Finance

Banking • Finance

Alerus est une banque régionale et une société de services financiers qui propose une gamme complète de produits de gestion de patrimoine, d'affaires et personnels. Elle offre des services bancaires de détail (comptes chèques, d'épargne, certificats de dépôt), de banque numérique, de prêts hypothécaires et de prêts personnels, de banque commerciale et de prêts aux entreprises (y compris le financement immobilier commercial, les prêts SBA et le financement d'équipements), de services de trésorerie et de marchands, d'administration de régimes de retraite, de conseil en investissement, de services fiduciaires et de produits d'assurance. Alerus met l'accent sur des conseils financiers personnalisés, des agences locales et des distributeurs automatiques de billets, ainsi que sur des garanties telles qu'une garantie de clôture de prêt hypothécaire pour soutenir les objectifs d'achat de maison et financiers de ses clients.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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.