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.
ABOUT THE ROLE: The Loan Operations Manager is responsible for ensuring the efficient, accurate, and compliant handling of consumer loan documentation, as well as loan servicing for both consumer and commercial portfolios, and first-line loan operations compliance. This role requires sound judgment and the ability to accept, support, and implement continuous change. The Loan Operations Manager will interact with various levels of management and help foster a cohesive, high-performing team by directing workflow, supporting strong communication, and demonstrating effective judgment and leadership to ensure the timely execution of all tasks and functions. In addition, this position is centered on delivering an exceptional client experience and will collaborate with departments across the bank to ensure superior service.
WHAT YOU'LL BE DOING:
Manage the day-to-day activities of the Consumer Loan Documentation, Loan Servicing and Loan Operations Compliance teams
Deliver coaching, motivation, and support to team to ensure timely and accurate execution of daily functions while following established processes and meeting regulatory compliance
Collaborate and consult with stakeholders to ensure excellent customer service to internal and external clients
Identify and pursue process improvements and efficiencies that improve the client experience and reduce expenses
Evaluate and identify potential internal control or compliance issues and research accordingly
Research and make decisions/recommendations regarding complex or unique requests
Provide technical expertise for data input and lending related issues
Deliver leadership for new system projects, department initiatives and team processes
Demonstrate excellent knowledge of regulations, systems and processes that pertain to loan operations
WHAT YOU SHOULD HAVE:
5 years of leadership experience.
6 years of experience in loan operations with expertise in lending regulations
Proven strategic thinking and creative problem solver with the ability to analyze issues and identify solutions
Demonstrate the ability to manage high volume, time sensitive transactions and situations
Promote positive work environment that encourages teamwork and creates a learning culture
Ability to carry out the work of bank operations programs and projects, to include availability to work after hours to support business needs
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.
BASE PAY RANGE:$80,000 - $120,000 per year.
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.
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 Senior Credit Officer reports directly to the Chief Credit Officer and plays a key role in the loan approval process and overall portfolio management for their assigned vertical. Will be the primary contact for commercial lenders, underwriters, product specialists, and senior leadership for all new, renewals, and/or modifications of credit pertaining to C&I Middle Market lending. As such, they will be entrusted to maintain and ensure commercial extensions of credit within their purview are within Alerus' risk appetite, meet loan policy parameters and are properly managed. Position will lead and manage the underwriting team for C&I Middle Market lending, including performance management.
WHAT YOU'LL BE DOING:
This position is responsible for providing credit support to both Business Advisors and Underwriters on C&I Middle Market credit requests in the decisioning, administering and overseeing of commercial credit as outlined in the bank's loan policy.
In partnership with the Business Advisor and Underwriter, develop a comprehensive understanding of customer's financial needs, and formulate a plan of action for loan structure, monitoring, and servicing of loan relationship. Work with Commercial Bankers and credit staff to properly structure credit requests to achieve quality loan growth.
Knowledgeable of and ability to propose loan programs as appropriate (SBA, USDA, FSA, etc.)
Support the bank's growth and loan quality goals by ensuring that loan policies and procedures are properly adhered to.
Approve loans within the positions delegated credit authority and facilitate approvals for relationships requiring higher level of approval.
Manage workflow among underwriters, conduct weekly team meetings to discuss workloads and reassign priorities as needed to ensure timely completion in line with client expectations.
Provide day-to-day oversight, monitoring, and performance management of staff. Create performance plans and ensure timely reviews for all underwriting staff.
Manage ongoing administration of credit relationships through oversight of annual review process, management of ticklers and payment status.
Assist, as necessary, with regulatory and internal audit reviews and internal credit reviews.
Participate in projects as directed by the CCO as a credit subject matter expert.
WHAT YOU SHOULD HAVE:
Bachelor's degree or equivalent education, including upper-level courses in finance and accounting.
10+ years of experience working in C&I commercial credit, including approval authority.
5-7 years of experience in personnel management and supervision.
Strong desire to build relationships within the Alerus organization and effective working relationships with co-workers in credit and business development positions.
Strong problem-solving ability.
Professional customer service skills.
Strong written and oral communication skills.
Strong negotiation and interpersonal relationship skills.
Self-starter with established ability to work effectively with minimal day-to-day supervision.
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.
BASE PAY RANGE:
$135,000 - $170,000 per year
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.
$135k-170k yearly 60d+ ago
Senior Counsel, Impact Finance & Tax Credits
U.S. Bank 4.6
Minneapolis, MN job
A leading financial services institution in Minneapolis is seeking a Senior Associate General Counsel focused on Impact Finance to provide strategic legal support. The role involves guiding legal services across key areas such as Affordable Housing and Environmental Finance. Candidates should have over 12 years of relevant experience and a strong understanding of tax credit investments. Join an organization committed to ethical practices and community contribution, with competitive compensation and benefits.
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$108k-132k yearly est. 4d ago
Associate General Counsel - Impact Finance
U.S. Bank 4.6
Minneapolis, MN job
Associate General Counsel - Impact Finance page is loaded## Associate General Counsel - Impact Financelocations: Minneapolis, MN: Atlanta, GA: Charlotte, NC: Washington, DCtime type: Full timeposted on: Posted 2 Days Agotime left to apply: End Date: January 16, 2026 (4 days left to apply)job requisition id: 2026-0000389At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.## ****Successful candidates for positions in the U.S. Bank Law Division consistently provide excellent advice and guidance to clients and colleagues on a variety of legal matters. They build trusting relationships that allow the business to make well-informed decisions. Successful candidates for positions in the Law Division also work to attract, retain, and develop great people in an inclusive environment where each person is valued for the distinct skills and attributes they bring to the group. They contribute to the excellence of the Law Division through meaningful collaboration, participation in the community, and investment in the development of the department.**Job Description**U.S. Bank is seeking a senior attorney to lead legal support for U.S. Bancorp Impact Finance (IF), aligning resources and competencies to optimize efficiency and support business growth. This role will combine deep legal expertise with strategic leadership to enhance how we deliver legal services across IF's key product areas: Affordable Housing, Community Finance Solutions, Environmental Finance, and Tax Credit Syndications.The successful candidate will have significant subject matter expertise in community development and tax credit investments and syndications, such as affordable housing, new markets, or clean energy, and will serve as a trusted advisor to IF leadership, manage outside counsel engagement on transactions and litigation, negotiate and oversee complex transactions, advise on workout and foreclosure issues as necessary, and collaborate to deliver compliant, pragmatic, and business-ready guidance.**Basic Qualifications*** Licensed by and in good standing with the appropriate state bar association or other appropriate state attorney licensing authority**Preferred Skills and Experience*** 12+ years of in-house, financial services institution, government or law firm experience in structuring tax credit investments and/or experience as project finance or structured finance attorney* Experience documenting and negotiating tax credit investments, structured finance, or other commercial transactions, including commercial loan and tax credit documentation* Demonstrated experience with state and federal tax credit laws and regulations and commercial lending laws* Knowledge of regulatory environment applicable to community development or sustainable finance activities of financial institutions* Advise on legal and regulatory issues impacting affordable housing, community finance, environmental finance, and tax credit syndications* Proven ability to manage outside counsel and legal budgets effectively* Well-developed leadership abilities and management experience* Strategic thinker with experience in process improvement and excellent communication skills* Ability to translate complex legal concepts into actionable business guidance across a diverse portfolio of investments and loans* Ability to influence and build relationships across business and legal teams as well as external industry groups* Diligent, detail-oriented, proactive and team-oriented with the desire to work on a broad variety of subject matters* Ability to work with minimal supervision and exercise independent judgment and discretion* Interest and curiosity with respect to the Bank's business and operations* Experience developing new products and services in a highly-regulated environment Location ExpectationsThis role requires working from a U.S. Bank location three (3) or more days per week.Successful candidates for a position in the U.S. Bank Law Division support U.S. Bank's core values, which guide what we do every day:- We do the right thing.- We power potential.- We stay a step ahead.- We draw strength from diversity.- We put people first.In the U.S. Bank Law Division, we honor those values through our mission: “we guide our clients to remarkable results with expert legal counsel and ethical leadership.” Our commitment is evident in the work we do, not only for the Bank, but for our communities. The Law Division has received several awards for its pro bono contributions, including the Minnesota Corporate Pro Bono Council's “Excellence in Pro Bono Award,” and we encourage our legal professionals to contribute time and expertise to pro bono work as part of their role. In addition, the Law Division has been recognized for its leadership and engagement in inclusion initiatives.We are proud that U.S. Bank has been recognized as a World's Most Ethical Company by the Ethisphere Institute and has been named the #1 Most Admired Superregional Bank by Fortune magazine.If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our .**Benefits:**Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):* Healthcare (medical, dental, vision)* Basic term and optional term life insurance* Short-term and long-term disability* Pregnancy disability and parental leave* 401(k) and employer-funded retirement plan* Paid vacation (from two to five weeks depending on salary grade and tenure)* Up to 11 paid holiday opportunities* Adoption assistance* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawU.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.**E-Verify**U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $170,255.00 - $200,300.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements
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$56k-93k yearly est. 4d ago
Client Service Center Associate - Retirement & Benefits
Alerus 4.0
Alerus job in Minnesota or remote
This is a remote position. Only considering candidates who reside in one of these markets: Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ.
Hours: Monday - Friday 10am - 7pm Central Time.
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 Client Service Center Associate is responsible for answering a wide range of incoming calls from retirement plan and health benefit participants. Client Service Associates educate, troubleshoot and address issues, provide support, and offer information as needed to correctly and efficiently respond to caller inquiries. The Client Service Center is intended to be a single point of contact where clients receive support on products offered with Alerus.
WHAT YOU'LL BE DOING:
Answer telephone, email and chat inquiries from Alerus retirement and health benefit participants promptly and courteously. Show respect and patience to all participants. Inbound calls will cover a wide range of topics including retirement plan specific provisions, IRS and DOL regulations surrounding retirement and benefits plans, distributions, contributions, investments, balance inquiries, and claim status.
Provide professional, accurate, and clear communication.
Understand and clearly communicate the inquiry and transactional use of the Alerus websites and mobile apps.
Maintain up to date financial services, internal systems and software knowledge (AdminWeb, Salesforce, IBM Notes, and Wex) as it pertains to the job.
Understand and communicate basic provisions of retirement plan documents, adoption agreements and loan policies to clients and participants.
Understand and communicate the regulations for health savings accounts, flexible spending accounts, and health reimbursement arrangements.
Actively maintain knowledge of all Alerus products, services, and processes.
Develop and enhance customer relationships by informing customers of Alerus products and services that meet their needs and encourage a financially fit client.
Foster a positive work environment and support co-workers in achievement of departmental goals.
Meet performance standards such as quality assurance scores, attendance, and productivity. Proactively notify manager if standards are not met.
WHAT YOU SHOULD HAVE:
1+ years business experience in employee benefits, customer service, or accounting/bookkeeping preferred.
1+ years experience directly related to financial services preferred.
Excellent written/oral communication and organization skills required.
Ability to prioritize, be self-motivated, and independently manage multiple concurrent tasks and meet deadlines.
Proven ability to adapt to as fast paced, changing environment centered around technology.
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.
BASE PAY RANGE:
$21.00 - $22.00 per hour
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.
$21-22 hourly 60d+ ago
Head of Merchant Private Capital
U.S. Bank 4.6
Minneapolis, MN job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
**Job Description**
The Head of Merchant Private Capital will lead the private equity investment strategy for the Merchant Payment Services in collaboration with U.S. Bank's Institutional Client Group ("ICG"). This executive will be responsible for driving penetration and adoption of merchant services solutions within investment opportunities and portfolio companies.
**Key Responsibilities**
+ Develop and implement Merchant Payment Services ICG private capital strategy
+ Work with ICG bank partners to optimize their existing portfolio, providing oversight and support to portfolio companies to drive value creation and growth from merchant opportunities
+ Build consultative relationships with limited partners, private capital investors, and co-investors.
+ Monitor industry trends, regulatory changes, and market dynamics impacting the payments and fintech sectors.
+ Collaborate with internal teams across finance, legal, product and operations to ensure seamless execution of transactions and integration with partners.
+ Represent the organization at industry events, conferences, and networking opportunities to enhance brand visibility and deal flow.
**Required Skills**
+ Strong financial acumen
+ Excellent negotiation, communication, and presentation abilities.
+ Deep understanding of private capital companies, the payments industry, fintech ecosystem, and emerging trends.
+ Ability to build and maintain relationships with private capital investors, stakeholders, and portfolio company management teams.
+ High level of integrity, professionalism, and strategic thinking.
**Experience Requirements**
+ Minimum of 10 years' experience in private capital, investment banking, venture capital, or corporate development, with a strong track record of successful deal execution.
+ Extensive experience in the payments sector across multiple verticals, financial services, or FinTechs.
+ Demonstrated success within private capital investment teams and managing complex transactions.
+ Bachelor's degree in Finance, Business, Economics or related field; MBA or advanced degree preferred.
+ Merchant experience across multiple industries such as Telecom, Technology, Insurance, Manufacturing and Consumer Retail.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $143,905.00 - $169,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
$57k-77k yearly est. 28d ago
Join Our Talent Community
Alerus 4.0
Alerus job in Minnetonka, MN
We are always looking for talented individuals to add to our team. If you are interested in a rewarding career, please submit your application here and include a brief description of why you'd like to work for Alerus.
Thank you for your interest in Alerus! We look forward to reviewing your application!
$34k-43k yearly est. 60d+ ago
Relationship Manager, Food and Beverage - Institutional Client Group
U.S. Bank 4.6
Minneapolis, MN job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
U.S Bank's Institutional Client Group (ICG) cultivates clients' trust through customized service and access to the bank's resources and expertise. This One U.S. Bank approach helps companies meet their business needs through expertise in capital markets, credit, payables and receivables, liquidity and investments. The team also provides access to other financial products and services, available throughout U.S. Bank, that can help middle market and corporate companies work toward their financial and operational goals.
ICG is looking for an experienced Relationship Manager in our Food and Beverage space with a focus on seafood and agriculture. This client-oriented individual will handle and grow a complex portfolio of loans, prospect for and close new business relationships as well as retain and expand relationships with existing customers. The Relationship Manager will sell appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on One U.S. Bank and making appropriate referrals. The Relationship Manager's primary focus involves expanding and servicing a variety of large and highly complex customer relationships, taking a leadership role in all aspects of client relationship management, including dedication to customers, quality, accountability, loan and deposit growth, and fee income growth.
Base pay for this role usually falls within $130,000 to $195,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Typically eight or more years of corporate/commercial banking experience
Preferred Skills/Experience
- Strong relationship management and business development/sales skills
- Well-developed analytical and problem-solving skills
- Considerable knowledge of credit and credit quality
- Thorough knowledge of bank products and services
- Ability to work effectively with individuals and groups in managing customer relationships
- Effective presentation, verbal and written communication
- This role requires frequent travel
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$133.4k-156.9k yearly Auto-Apply 12d ago
Underwriter II, CRE
Alerus 4.0
Alerus job in Minnetonka, MN
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 Underwriter II, CRE is accountable for portfolio of commercial loans generally varying in loan relationships size of $750,000 to $3,500,000, including underwriting credit risk and granting credit approval within prescribed level of loan authority in conjunction with Lead or Senior Underwriters, or presenting credit recommendation to Loan Committee; facilitating loan closing; and servicing booked loans. Contributes to effective risk management through ordering and execution of loan documentation and ongoing monitoring of customer-supplied information and collateral administration.
WHAT YOU'LL BE DOING:
Provide in-depth credit and risk analysis and communicate underwriting results with Financial Guide and customer.
Approve or decline commercial credit applications to contribute to sound loan portfolio management.
Develop a comprehensive understanding of customer's financial needs and formulate a plan for loan structure and servicing.
Perform financial statement forecasting and sensitivity analysis to determine borrower's capacity to repay debt.
Write credit narratives and perform risk assessments of product, policy, structure, terms, and customer financial strength.
Independently grade all credits in accordance with the bank's credit classification system.
Ensure proper documentation and closing of loan transactions and conduct ongoing account monitoring.
Meet with customers to close loan transactions and maintain consulting credit relationships.
Identify potential new lending needs in existing relationships and suggest solutions.
Participate in research projects and maintain industry knowledge.
WHAT YOU SHOULD HAVE:
Bachelor's degree or equivalent education to include upper-level courses in finance and accounting.
5-7 years of experience working with Ag or commercial loans.
In-depth knowledge of advanced loan documentation, banking laws, and regulations preferred.
Experience assessing, selling, and closing all types of agricultural, commercial, and commercial real estate loans.
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.
BASE PAY RANGE:
$80,000 - $110,000 annually
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.
$80k-110k yearly 60d+ ago
Mortgage Loan Closer
Alerus 4.0
Alerus job in Minnetonka, MN
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 Mortgage Closer position monitors and manages the closing of mortgage files to title companies. This position will have knowledge of the mortgage loan process, along with performing the due diligence needed to ensure closing is complete and accurate. This position will maintain a client focus and will partner with mortgage closers, mortgage processors, underwriting, compliance, and sales team members to deliver a superior client experience.
WHAT YOU'LL BE DOING:
Review closing file for completeness and accuracy. Including purchase agreement, appraisal, title, and property insurance.
Prepare and deliver closing instructions.
Ensure all Investor/Agency requirements are met.
Verify and update applicable fees and prepare funding documentations.
Data input including vesting and property details, closing conditions, investor specific data, 4506C data entry, and FHA/VA/USDA/BOND documentation entry.
Coordinate final approval and closing conditions to the Title Companies.
Prepare balance sheet for loan funding and reconcile proceeds check from closing.
Ability to close multi-state loans meeting state specific lending guidelines.
Assist with work escrow release requirements.
Obtain, review, and clear required approval conditions.
Prepare fees, monitor, and track closing disclosures.
Identify and implement process improvements that enhance the client experience and build scale.
WHAT YOU SHOULD HAVE:
Minimum of 3 years mortgage closing experience or equivalent mortgage experience.
High-level commitment to accuracy and detail.
Demonstrate the ability to manage high volume, time sensitive transactions and situations.
Ability to carry out the work of mortgage programs and projects, to include availability to work after hours to support business needs.
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.
BASE PAY RANGE:
$26.00 - $31.00 per hour
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.
$26-31 hourly 60d+ ago
Ascent Senior Trust Officer
U.S. Bank 4.6
Remote job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts. Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures. Responsible for meeting all corporate and regulatory compliance standards.
Basic Qualifications
Bachelor's degree, or equivalent work experience
10 or more years of experience in Trust administration
Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program
Preferred Skills/Experience
Considerable knowledge of estate settlement, income, estate and multi-generational taxation and trusts
Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
Strong project and information management skills
Strong organizational, analytical and problem-solving skills
Basic leadership and team-building skills
Excellent interpersonal, verbal and communication skills
Well-developed customer service/relations skills
Preferred Location
Remote based in Madison, Wisconsin Market
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$111.6k-131.3k yearly Auto-Apply 8d ago
Payments Operational Loss Program Lead - Risk & Compliance
Us Bank 4.6
Minneapolis, MN job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
SUMMARY
The Payments RCA (Risk, Compliance & Audit) Professional will have the proven skills and experience to contribute toward the success of the Payments Risk Operational Loss Reporting program and in the ongoing process and/or activities that ensure compliance with applicable federal, state, and local laws and regulations. Identifies gaps and informs solutions that minimize losses resulting from inadequate internal processes, systems, or human errors. Identifies, responds, and/or escalates risks as appropriate on, or the U.S. Bancorp reputation.
This position will focus on timely and accurate monthly Operational loss reporting in the Operations Loss Database, conduct root cause analysis, prepare root cause memo write-up, monthly Business line Ops loss certification and eGRC Archer Issue follow-up. This position will serve as a functional liaison between the Line-of-Business and the Lines-of-Defense.
RESPONSIBILITIES
* Collaborate with staff at multiple levels to capture Operational Loss activity for the Payments business line Operational Loss Reporting Process.
* Complete and coordinate the Monthly Operational Loss certification process.
* Organize and chair the root cause meeting process by working with the business line, issue management and lines of defense to complete the root cause memo.
* Respond to event testing notifications from Operational Loss Management.
* Manually enter or enrich data for upload into the Ops Loss Database including accounting accruals
* Perform monthly reconciliations between Operational Loss Database and General Ledger.
* Review and update procedures to ensure they comply with Regulatory requirements.
* Assist or work on special projects and ad hoc requests as needed.
* Train fellow Payments employees on the Operational Loss reporting process.
* Use critical tools to proactively monitor potential impacts: Archer, Tableau, Power Apps, AI, Ops Loss Database.
BASIC QUALIFICATIONS
* Typically more than six years of applicable experience
* Bachelor's degree or equivalent work experience.
PREFERRED SKILLS/EXPERIENCE
* 3+ years of experience in operational risk management and/or issue management.
* Strong knowledge of RCA (Risk, Compliance & Audit) principles and practices.
* Applicable risk management training and/or certifications.
* Experience with Payments (Issuing/Acquiring), particularly Merchant Payment Services (MPS).
* Familiarity with accounting entries and collaboration with Finance teams.
* Technical Skills:
< Proficiency in Microsoft Office Suite (especially Excel) and data visualization tools such as Tableau or Power BI.
< Ability to leverage technology for reporting, analysis, and process improvement.
* Communication & Interpersonal Skills:
< Excellent written, verbal, and presentation skills.
< Ability to convey complex information in a clear, concise, and logical manner to diverse audiences.
< Skilled at building relationships and working effectively across all levels of the organization.
* Leadership & Problem-Solving:
< Strong process facilitation, project management, and analytical skills.
< Demonstrated ability to solve problems proactively, take initiative, and exhibit curiosity and eagerness to learn.
< Capable of working both independently and collaboratively as a team player.
* Organizational & Performance Skills:
< Exceptional organizational skills, with the ability to manage multiple priorities and tasks.
< Proven ability to perform under pressure and respond quickly to changing demands.
< Ability to apply knowledge effectively in training scenarios and real-world incidents.
This position offers a hybrid/flexible schedule which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$105.4k-124k yearly 5d ago
Leasing Specialist
U.S. Bank 4.6
Marshall, MN job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Performs a variety of technical, specialized and complex functions within leasing operations to ensure accurate and efficient operations such as preparation of client and end user documentation, closing and funding transactions, managing and monitoring client operating agreements, accounting, servicing, and management of file review and document retention
Verifies, processes, and documents information relating to all aspects of standard and non-standard collateral and loan documentation to ensure completeness and accuracy
Releases collateral when loan is satisfied or no longer needed
Basic Qualifications
High school diploma or equivalent
Three to six years of experience in leasing or other financial operations activities
Preferred Skills and Experience
Advanced knowledge of products, terminology, closing policies and procedures, funding policies, underwriting requirements, legal documents, and systems related to assigned area of leasing operations
Considerable knowledge of applicable credit policies and approval processes for assigned product(s), as well as applicable laws and regulatory requirements
Ability to work with multiple functional areas to solve complex documentation needs
Ability to apply critical thinking for all elements of lease/loan documentation construction
Ability to master multiple software applications; strong PC skills
Strong mathematical skills and general knowledge of basic accounting procedures used within the assigned area
Proven commitment to quality customer service and ability to work well with customers
Strong general office skills
Excellent verbal and written communication skills
Hybrid/flexible schedule
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.87 - $27.84
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$20.9-27.8 hourly Auto-Apply 14d ago
Commercial Banking Associate - Deposit Support
Alerus 4.0
Alerus job in Minnetonka, MN
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 Commercial Banking Associate - Deposit Support provides critical, comprehensive support to Bankers specializing in deposit clients, such as commercial businesses, government entities, and nonprofit organizations. The position involves managing specialized banking solutions tailored to each sector's unique needs, ensuring efficient account management, regulatory compliance, and exceptional customer service. With a strong focus on detail and organization, this position serves as the operational backbone of the team, helping to maintain smooth client relationships and internal coordination.
WHAT YOU'LL BE DOING:
Serve as a point of contact with deposit clients being a liaison between relationship managers and clients, ensuring timely responses and follow-ups. Coordinate scheduling of client meetings, events, and follow-up activities.
Support relationship management efforts by preparing briefing materials and client insights. Assist in onboarding new deposit clients and maintenance efforts, including documentation and compliance coordination.
Provide outstanding service to deposit clients, addressing inquiries, resolving issues, and assisting with various banking needs; includes understanding the specific regulatory and operational requirements of specialized entities.
Perform accurate and timely account maintenance tasks, including opening of new accounts, updating client information, and processing transactions, oversee the request and fulfillment process for client checks and debit cards.
Ensure adherence to KYC, CIP, CDD, BSA processes, policies and regulatory requirements.
Perform Commercial Deposit Signature Card and Master Resolution maintenance.
Track sales pipeline activity using CRM tools, support the preparation of credit packages, proposals, and term sheets.
Collaborate closely with Bankers, providing comprehensive administrative and operational support to help them manage and grow their client portfolios; includes monitoring reports, gathering client documentation, and assisting with client follow-ups, often involving complex financial structures and Treasury Management structures, attending and preparing internal team meeting minutes, researching and compiling market and industry relevant data.
Assist in the preparation of professional presentations that cater to specialized sectors for deposit clients.
Help format and prepare professional proposals for clients, ensuring accuracy, clarity, and adherence to brand guidelines, as well as specific Request for Proposal (RFP) requirements.
Monitor, coordinate, and (in many cases), act as the first point of contact to ensure clients requested commercial banking, investment, ARB and Treasury Management referrals are seamlessly transitioned. Coordinate and support general internal partner management efforts.
Responsible for managing the accuracy of data within internal applications across internal partner departments.
WHAT YOU SHOULD HAVE:
Associate's degree or equivalent combination of education and/or related experience in the financial services industry
1+ year of commercial, government, or nonprofit administration and/or deposit/investment experience
Understanding of commercial deposits, bank operations, products and services, business entity structure and documentation
Capacity to manage and stay organized while working with high volume, time sensitive transactions with proven time management, problem-solving skills and resourcefulness.
Ability to be flexible, implement continuous change and demonstrate a positive attitude
High level of commitment to accuracy and detail
Effective written and verbal communication skills
High level of discretion, professionalism and collaboration skills
Proactive, detail-oriented, resourceful and thrives in a fast-paced, client-focused environment
WHAT WE BRING TO THE TABLE:
Competitive compensation including base salary, bonus and/or incentive opportunities.
Comprehensive benefits package provides 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.
BASE PAY RANGE:
$22.00 - $30.00 per hour
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.
$22-30 hourly 21d ago
Staff Auditor - Wealth, Corporate, Commercial and Institutional Banking
U.S. Bank 4.6
Minneapolis, MN job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The Corporate Audit Services (CAS) Staff Auditor is responsible for executing internal audit activities at the direction of the lead auditor and/or primary audit manager, including assisting in planning of projects and development of audit testing programs. The Staff Auditor is expected, with support from others, to perform control testing and document work performed in conformance with internal audit policies and procedures.
**Primary Responsibilities**
+ Performing control testing based on audit testing program directions. Includes using appropriate sampling and control testing techniques; identifying and assessing the relevancy of possible issues; and documenting work performed to support audit scope/conclusions and meet internal audit policies and procedures.
+ Assisting the lead auditor in planning audit engagements. Includes performing financial analysis and identifying areas for further review; interviewing auditees; identifying and analyzing business processes; and identifying key risks and controls.
+ Drafting audit issues under the supervision of the audit team management. Includes identifying appropriate root causes, and developing recommendations that are operationally effective and cost-effective actions to address those causes.
+ Learning from and applying coaching received.
+ Performing other duties as requested by management.
**Basic Qualifications**
+ Bachelor's degree (preferably in Finance, Accounting, or Economics), or equivalent work experience
+ Typically more than two years of applicable experience
**Preferred Skills/Experience**
+ Knowledge of the financial markets and overall industry
+ Basic knowledge of applicable laws, regulations, financial services, and regulatory trends that impact the assigned line of business. Key regulations for the role's primary assigned business areas include Investment Advisers Act of 1940, Investment Company Act of 1940, Securities Exchange Act of 1934, FINRA rules, MSRB rules, etc.
+ Basic understanding of the business line's operations, products/services, systems, and associate risks/controls. Offerings covered by the role's primary assigned team include asset management, wealth management, trust, custody and fund services offerings.
+ Relevant financial service industry knowledge (e.g. credit, models, regulatory compliance, investment services, lending, operations, trust, etc)
+ Basic understanding of The Institute of Internal Auditors Global Internal Audit Standards and the common definition of internal controls
+ Knowledge of Risk/Compliance/Audit competencies
+ Strong process facilitation and project management skills
+ Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications and word processing, spreadsheets, databases, and presentations
+ Excellent communication and interpersonal skills including the ability to interact with a variety of leaders across different levels
+ Outstanding writing skills and ability to document complex processes and concepts clearly
+ Strong analytical and organizational skills; adept at critical thinking
+ Self-starter with a strong desire to deepen knowledge in the financial services industry, specifically investment management services
+ Detail oriented with strong time management skills
+ Typically more than 2 years of applicable work experience; however, this qualification is flexible depending on candidate
+ Availability to travel
Tag: INDMO
* **Th** **is** **role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.**
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $71,400.00 - $84,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
$71.4k-84k yearly 60d+ ago
Varicent ICM Product Consultant
U.S. Bank 4.6
Minneapolis, MN job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The HR Product team is hiring an experienced Varicent ICM Product Consultant. We are looking to expand our team by adding someone that has experience configuring in the cloud-based Varicent application and can help drive towards adoption of Presenter Adaptive reporting. This role will support design, report configuration, and testing of incentive plans in Varicent across various U.S. Bank business lines.
**Responsibilities:**
+ Provide subject matter expertise in Varicent to guide and upskill HR Product team members in the building and expanding of the Varicent application.
+ Lead efforts to modernize reporting by converting legacy reports to Presenter Adaptive format, ensuring alignment with business needs and usability for end users.
+ Provide guidance and recommendations on system functionality optimization, design, and enhancements to ensure the product keeps up with Varicent's latest technology capabilities (artificial intelligence, workflows, virtual agents).
+ Perform testing and analysis to ensure the system meets or exceeds customer requirements. Ensure design solutions are validated/tested to confirm the design is working as planned, downstream impact is considered, and additional problems are not inadvertently resulting from the change.
+ Log and maintain tickets in Jira, which is our HR Product support application. Take ownership of issue though resolution. Communicate and educate business teams as needed on resolution.
+ Analyze, understand and share learnings from peer groups, Varicent Community, and professional networks to build strong knowledge of the product. Drive knowledge sharing with team members.
**Basic Qualifications** :
+ Bachelor's degree in Information Technology, Human Resources, Business Administration, Engineering or equivalent work experience
+ 3-5 years proven configuration experience in Varicent
+ In-depth understanding of incentive compensation plan rules and formulas
**Preferred Skills/Experience:**
+ Ability to understand and translate business needs into technical requirements
+ Comprehensive knowledge of HR business processes and the technology platforms used to support, including web and mobile capabilities
+ Proficient analysis and research skills, i.e., ability to support complex system features, incidents, and future product state with the purpose of maintaining and improving delivery of services
+ Ability to negotiate priorities and manage difficult conversations in favor of advancement of digital and agile culture.
+ Experience as an Agile team member, i.e., experience participating in design, sizing, configuration, testing, release, and deploy lifecycle, as well as supporting iterative configuration and engaging stakeholders as needed
+ Ability to write and analyze reports, review system audit reports and make recommendations on process or technical changes.
+ Effective verbal, written, and interpersonal communication skills, ability to lead meetings re: technical/functional design, demo, and feedback sessions
+ Advanced knowledge of technology desktop software and tools (e.g. Microsoft office suite, Windows infrastructure), industry trends and tools and key enterprise software
**Location Expectations**
This role requires working from a U.S. Bank location three (3) or more days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
$105.4k-124k yearly 60d+ ago
COI and Community Engagement Manager
U.S. Bank 4.6
Hopkins, MN job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
****
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
Reporting to the Lead National COI and Community Engagement Manager and part of the National Strategic Markets & Affordable Lending team, this role will manage lead the development and execution of business line growth strategies in alignment and in partnership with local mortgage sales leaders, internal teams, and community partners.
**Primary responsibilities**
+ Ideation and execution of efforts to advance homeownership opportunities within all markets including strategic and affordable markets
+ Provides coaching and development to sales teams on efforts and opportunities that create and advance impactful business development efforts
+ Build pipeline of opportunities that enable further business line growth
+ Manage key relationships with internal and external partners to drive new opportunities
+ Engage with partners as necessary to review performance and drive strategic objectives
+ Build and support reporting requirements to ensure business development efforts are delivered as needed.
+ Analyze data to drive strategy enhancements and inform management decisions
+ Manage performance to ensure pipeline impact for mortgage sales teams
+ Development of strategies and execution of outreach models that promote homeownership opportunities with U.S. Bank
**Basic Requirements**
+ Bachelor's degree, or equivalent work experience
+ Eight to ten years of experience in project management activities
**Skills and Preferred qualifications**
+ 5 + years of Community Reinvestment Act (CRA) mortgage lending experience OR related relationship/outreach experience
+ Strategic, curious, action-oriented leader who can balance moving quickly with an eye on long-term objectives
+ Outstanding customer service, event management, and problem resolution skills
+ Advanced knowledge of departmental and bank products and services
+ Excellent verbal, written, and interpersonal communication skills
+ Strong organizational and analytical skills
+ Demonstrated management and leadership skills
+ Ability to identify and resolve exceptions and to analyze data
+ Master's degree preferred
25-40% Travel Required for this role.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here (************************************************* .
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
$105.4k-124k yearly 4d ago
Special Credit Services Officer II
Alerus 4.0
Alerus job in Minnetonka, MN
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 Special Credit Services (SCS) Officer is responsible for managing a portfolio of active problem loans and government subsidized/guaranteed relationships of various size, type, and complexity from C&I, CRE and agricultural loan portfolios. This position manages assigned relationships to resolution through establishing an overall strategy, actions, and timeframes while maximizing value, minimizing loss, and managing expenses. The SCS Officer analyzes loan documentation, collateral, and financial condition of the borrowers and guarantors, negotiates loan structures and settlements, and initiates legal action when appropriate. The SCS Officer also actively reviews and recommends risk ratings and reserves, provides timely and accurate reports to senior management, and ensures compliance with established processes and procedures.
WHAT YOU'LL BE DOING:
Negotiating and implementing action plans and workouts with borrowers.
Documenting action plans and recommendations utilizing standardized credit underwriting packages and problem loan reports.
Communicating workout strategies with senior management, credit underwriters, participating banks and government agencies.
Maintaining a proficient knowledge of applicable banking rules and regulations as well as bankruptcy, foreclosure, and collection law.
Serving as subject matter expert and providing guidance and recommendations for loans not assigned to SCS as requested.
Engaging real estate brokers, auctioneers and other third parties to liquidate foreclosed and repossessed assets as necessary.
Supporting internal and external audits or examinations of the assigned portfolio.
WHAT YOU SHOULD HAVE:
Bachelor's degree in business administration, finance, or accounting or equivalent work experience
5-7 years of commercial loan experience with an emphasis on commercial lending, underwriting, and/or workout
Experience working with SBA 7a and 504 loans preferred
Ability to analyze credit records, financial statements, and legal documentation
Ability to adhere to established governmental compliance regulations, bank policies and procedures
Ability to prioritize and meet deadlines on multiple tasks through effective time management and organizational skills
Ability to work independently and in a team-oriented environment
Ability to accept, support, and implement continuous change
Effective written and verbal communication skills
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.
BASE PAY RANGE:
$82,000 - $114,000 per year
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.
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The Investment Consultant role provides advanced investment education and advice as it works with clients who typically have between $25,000 and, up to, $250,000 in investable assets who may require multiple financial product offerings. The Investment Consultant will have access to a full product suite and a light Financial Planning tool, while it works with existing clients within a defined service model and with internal partners to make prospect introductions to uncover investment opportunities. The Investment Consultant works by appointment and handles the financial discovery process for internal team partners and makes referrals when appropriate, which is a key performance measure of the role.
The Investment Consultant uses strong analytical skills to assess client needs and works to develop personalized financial relationships with a variety of clients with diverse financial needs that will result in repeat conversations and new or expanding financial services, assets, and opportunities. Candidates will also possess strong communication and time management skills as they balance helping clients with financial needs as well as working with partners to increase referral quality and volume in their assigned territory. The Investment Consultant works well with peers, providing and soliciting feedback from others to improve the client experience as well as to develop long-term client relationships in a team-based model. The Investment Consultant will also be expected to complete required Annual Reviews for clients in their assigned region.
Basic Qualifications
- A bachelor's degree, background in financial services, investments, or equivalent work experience
- A minimum of one to two years of job-related experience in a financial sales position are preferred.
- FINRA Series 7 along with either Series 63 and 65 or Series 66, but partially licensed applicants may be considered.
Preferred Skills
- Fluency in a second language, applicable state insurance licenses are desired.
_ _ - Applicable state licenses - CRPC, CFP designations
- Demonstrated sales and marketing abilities
- Strong analytical skills to assess client needs
- Proficient computer navigation skills using a variety of software packages including Microsoft Office
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Well-developed analytical and problem-solving skills
- Excellent interpersonal, verbal and written communication skills
- Past experience with salesforce and MoneyGuide pro
- A passion for building relationships with clients
- Partially licensed candidates will be considered. Life, Accident & Health, LTC, and Annuity licenses required at, or within 6 months, of hiring.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $71,400.00 - $84,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
$71.4k-84k yearly 47d ago
Commercial Banking Associate - Deposit Support
Alerus Financial 4.0
Alerus Financial job in Minnetonka, MN
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 Commercial Banking Associate - Deposit Support provides critical, comprehensive support to Bankers specializing in deposit clients, such as commercial businesses, government entities, and nonprofit organizations. The position involves managing specialized banking solutions tailored to each sector's unique needs, ensuring efficient account management, regulatory compliance, and exceptional customer service. With a strong focus on detail and organization, this position serves as the operational backbone of the team, helping to maintain smooth client relationships and internal coordination.
WHAT YOU'LL BE DOING:
Serve as a point of contact with deposit clients being a liaison between relationship managers and clients, ensuring timely responses and follow-ups. Coordinate scheduling of client meetings, events, and follow-up activities.
Support relationship management efforts by preparing briefing materials and client insights. Assist in onboarding new deposit clients and maintenance efforts, including documentation and compliance coordination.
Provide outstanding service to deposit clients, addressing inquiries, resolving issues, and assisting with various banking needs; includes understanding the specific regulatory and operational requirements of specialized entities.
Perform accurate and timely account maintenance tasks, including opening of new accounts, updating client information, and processing transactions, oversee the request and fulfillment process for client checks and debit cards.
Ensure adherence to KYC, CIP, CDD, BSA processes, policies and regulatory requirements.
Perform Commercial Deposit Signature Card and Master Resolution maintenance.
Track sales pipeline activity using CRM tools, support the preparation of credit packages, proposals, and term sheets.
Collaborate closely with Bankers, providing comprehensive administrative and operational support to help them manage and grow their client portfolios; includes monitoring reports, gathering client documentation, and assisting with client follow-ups, often involving complex financial structures and Treasury Management structures, attending and preparing internal team meeting minutes, researching and compiling market and industry relevant data.
Assist in the preparation of professional presentations that cater to specialized sectors for deposit clients.
Help format and prepare professional proposals for clients, ensuring accuracy, clarity, and adherence to brand guidelines, as well as specific Request for Proposal (RFP) requirements.
Monitor, coordinate, and (in many cases), act as the first point of contact to ensure clients requested commercial banking, investment, ARB and Treasury Management referrals are seamlessly transitioned. Coordinate and support general internal partner management efforts.
Responsible for managing the accuracy of data within internal applications across internal partner departments.
WHAT YOU SHOULD HAVE:
Associate's degree or equivalent combination of education and/or related experience in the financial services industry
1+ year of commercial, government, or nonprofit administration and/or deposit/investment experience
Understanding of commercial deposits, bank operations, products and services, business entity structure and documentation
Capacity to manage and stay organized while working with high volume, time sensitive transactions with proven time management, problem-solving skills and resourcefulness.
Ability to be flexible, implement continuous change and demonstrate a positive attitude
High level of commitment to accuracy and detail
Effective written and verbal communication skills
High level of discretion, professionalism and collaboration skills
Proactive, detail-oriented, resourceful and thrives in a fast-paced, client-focused environment
WHAT WE BRING TO THE TABLE:
Competitive compensation including base salary, bonus and/or incentive opportunities.
Comprehensive benefits package provides 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.
BASE PAY RANGE:
$22.00 - $30.00 per hour
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.
Zippia gives an in-depth look into the details of Alerus, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Alerus. The employee data is based on information from people who have self-reported their past or current employments at Alerus. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Alerus. The data presented on this page does not represent the view of Alerus and its employees or that of Zippia.
Alerus may also be known as or be related to ALERUS FINANCIAL CORP, Alerus, Alerus Financial, Alerus Financial Corp. and Alerus Financial Corporation.