Starion Financial jobs in Fargo, ND

This position provides a high level of support to Group Benefit Producers and clients in obtaining, maintaining, expanding and servicing Group Benefit accounts; in addition to independent sales responsibilities for group benefit products for employer groups of 50 employees or more. Primary Duties: Work with agent to manage a book of group benefit clients. Independently sell and support group benefit products for employer groups. Act as primary contact between clients, carriers and agent with open and clear communication, ensuring accurate and timely responses. Develop a positive working relationship with agency personnel, clients, agents and carriers. Responsible for marketing process which includes obtaining client census and quotes; preparing and submitting bid specifications; and evaluating results in preparing recommendations for the clients. Ensure submissions are accurate, complete, timely, and meet carriers' requirements. Communicate due dates, timelines and expectations to clients and carriers. Create client proposals with current and renewal details, as well as options. Communicate final placement details and instructions to insurance carriers and customers. Ensure final documents and contracts are accurate. Utilize analytical tools and resources to develop alternative strategies, plan modeling and cost reduction opportunities. Identify problems, summarize and develop strategic solutions with client by incorporating the company's culture, mission and future staffing needs into our recommended strategic solutions. Attend client meetings at their locations and in our office. Conduct on-site meetings to communicate to employees and/or administrator about their benefit plans Regular client contact through electronic, telephone and in person communication. Educate, advise, and assist clients on state and federal regulatory issues including, but not limited to, ERISA, 5500s and Health Care Reform. Install new group insurance contracts. Administer renewals including preparing appropriate contractual changes. Develop employee memorandum drafts for client to communicate annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications. Provide resolution support and oversight of employee issues such as enrollment and billing issues. Enter client and coverage information into EPIC for prospects and active clients, and keep updated and documented. Use existing agency workflows, help develop and update as needed. Develop and enhance knowledge and expertise of products, carriers, underwriting requirements and eligibility of products. Follow up in a timely manner on outstanding items and manage open activities. Identify coverage upgrade opportunities. Research claims and billing inquiries. Ensure quality and service standards of the agency are followed. Participate in classes or seminars for skill and knowledge development. Maintain insurance license. Assist in general office duties as requested and needed. Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Job Skills Required: Bachelor's degree in business administration, finance, or a similar field; or equivalent experience. 4-6 years of experience with employee health, benefits, other areas of insurance, or related areas. Previous sales or sales support experience preferred. Postsecondary education or equivalent insurance or sales experience. Commitment to continuous learning/education in insurance. Ability to interpret complex information, communicate effectively appropriately. Proficiency in technology in general to enhance sales and service. Life and Health Insurance license (can obtain after hire). Outstanding customer service and interpersonal skills. Excellent verbal and written communication skills. Focus on ethics, integrity and honesty.

The SVP/Chief Fiduciary Officer & Fiduciary Legal Counsel serves as the principal legal advisor for fiduciary matters within the Wealth Management Division (WMD). This executive role is responsible for overseeing the legal and compliance framework for fiduciary administration, including trust and estate services, qualified plans, IRAs, investment management relationships, and internal common trust funds. The position plays a critical role in strategic planning, legal risk mitigation, enterprise compliance, and supports client-facing efforts, particularly in high-net-worth estate planning opportunities. In partnership with Wealth Management leadership, this role helps shape and execute the division's strategic direction, manage regulatory and audit oversight, and serve as a key resource across legal, operational, and business development functions. Responsibilities Fiduciary Oversight & Legal Advisory Serve as internal legal counsel on all fiduciary matters, including trust and estate administration, qualified plan compliance, IRA administration, and investment management relationships. Provide technical guidance and review of fiduciary actions across common trust funds and all WMD-managed accounts. Oversee fiduciary litigation and manage outside legal counsel when the bank is responsible for legal fees. Regularly review and update the Fiduciary Administration Manual and relevant governance documentation. Review and approve all irrevocable trust agreements to determine if appropriate for Bell Bank to serve as fiduciary. Review all state and federal estate tax returns. Regulatory Compliance & Risk Management Lead fiduciary compliance efforts for the Wealth Management Division (excluding Bell Investments), ensuring adherence to applicable state and federal regulations in North Dakota, Minnesota, Arizona, and future locations. Prepare and submit the Quarterly Trust Officer's Questionnaire to the North Dakota Department of Financial Institutions (ND DFI). Serve as the WMD representative to the Corporate Compliance Committee, Financial Crimes Committee, and other enterprise-wide risk management initiatives. Oversee and facilitate fiduciary components of FDIC/DFI examinations, common trust fund audits, and other internal or third-party audits. Assess and advise on fiduciary insurance coverage, including evaluation and renewal of policies. Review of mass marketing materials. Strategic Planning & Execution Collaborate with the WMD Managing Director and senior leadership on divisional strategic planning and execution of key initiatives. Guide and support enterprise and divisional projects that intersect with legal, compliance, and fiduciary matters. Review Service Organization Control (SOC) reports and assess vendor risk from a legal and compliance perspective. Vendor Management Participate with division leaders in negotiating contract. Assist division leaders with vendor management issues. Client & Business Development Support Participate selectively in client meetings and sales efforts by providing legal and fiduciary expertise, particularly in estate planning discussions with high-net-worth individuals and prospects. Cultivate relationships with key centers of influence (e.g., attorneys, accountants, family offices) to support growth and client retention. Review and approve mass marketing materials and broad client communications for compliance and legal accuracy. Governance, Reporting & Administration Provide fiduciary legal support to the WMD Managing Director on board governance, regulatory reporting, and enterprise alignment. Manage client complaints relating to fiduciary matters and report trends, concerns, and outcomes to Enterprise Risk Management. Handle special fiduciary administration projects requiring complex legal and regulatory oversight. Bell Bank Culture, Policy and Accountability Standards: Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Education, Experience, and Other Expectations Bachelor's degree in finance, business, or related field; or equivalent related work experience. Law degree, eligible to practice and consult on fiduciary matters in North Dakota, Minnesota, and Arizona. Minimum 10+ years of legal experience with at least 5 years focused on fiduciary law, trust and estate administration, or wealth management legal support. 5+ years of supervisory experience preferred. Superior working knowledge and experience in Trusts and Estates Planning and Administration, Fiduciary Tax and Accounting Principles and the legal and regulatory requirements applicable to banks with trust powers. Experience supporting business development or client relationship teams in a legal or technical fiduciary advisory capacity. Skills and Knowledge Working knowledge of ERISA and related retirement planning regulations. Strong leadership skills and effective written and spoken communication skills. Ability to resolve problems of complex nature and be able to prioritize. Experience with sophisticated estate planning and high net worth clients. Self-motivated, detail and quality oriented. Strong interpersonal and relationship-building skills, particularly in cross-functional, client-facing, and enterprise governance environments. High degree of integrity, professional judgment, and discretion in handling sensitive fiduciary matters. Strategic thinker with the ability to align legal strategy with business goals.

This position coordinates with the Administrative Project Support & Pay It Forward Manager to complete administrative support assignments bank wide. This position provides a wide variety of document processing, clerical and other administrative support as requested for all branches within Bell Bank. A thorough knowledge of and confidence in using administrative and word processing functions, as well as use of Microsoft Office products, is necessary. The ability to multitask and work with interruptions and/or on multiple tasks at one time is required. This position will provide high-quality, professional support that is accurate, complete and fulfills the intended purpose for presenting a positive image to employees and customers. Due to the nature of this position, a high level of confidentiality is required. Primary Duties: Provide prompt and accurate performance of administrative duties as assigned, including tasks for various departments. Create and/or edit letters, contracts, file comments, forms, manuals, agendas, correspondence, spreadsheets, PowerPoint presentations, marketing pieces and training and human resources materials. Create and revise forms, policies and articles on BellShare upon request. Prepare letters for marketing promotions, customer notices and other mass mailing projects. Prepare and send letters for document imaging according to respective retention schedules. Print or photocopy and assemble various types of documents such as proposals, reports, training materials and promotional packets. Proofread documents for grammar, spelling and punctuation. Edit documents for clarity upon request. Scan documents and photographs. Laminate various types of documents. Assist human resources with preparations for meetings and special events. Assist in maintaining department SharePoint site. Assist with the continuing education of the team by contributing to ongoing training during staff meetings. Volunteer for at least one Bell-sponsored community event per year. Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, the Bell Bank Customer Service Standards and the APS Department Service Level Agreements. Know, understand and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Job Skills Required: Advanced knowledge of grammar, spelling, editing and proofreading. Excellent written and interpersonal communication skills. Computer skills related to PC/printer operations and the ability to quickly learn new software systems. Knowledge of Microsoft Office products including Word, Excel, PowerPoint, Outlook and SharePoint. Knowledge of or ability to learn Adobe Acrobat Pro and basic functions in Signature, Nautilus and ADP. Ability to handle multiple tasks, set priorities, solve problems and remain poised and flexible in a fast-paced work environment. Ability to enjoy customer interaction and present a positive, professional image at all times.

This position is responsible for the processing of satisfactions, mortgage modifications, assumptions, transfers of ownership, recasts, balloons, ARMs, mortgage assignments, document recordings, and divorced and deceased notifications. This position verifies MSP fields for serviced 1 st mortgage loans setup in MSP to the closing documentation for accuracy. Primary Duties: Update and maintain position procedures. Daily: PIF Tracking Image PIF files to vendor by 11:00 AM Process monthly and daily reports. Research Fannie Mae, Freddie Mac, Ginnie Mae, and FHLB regulations by regularly utilizing their servicing guides. Update modification documents as regulations change. Process loan modifications, assumptions, and recast requests and verify modification keying in MSP. Order modified title policies through the vendor as required. Process satisfactions through the vendor for all Mortgage Servicing loans paid-in-full. Work with legal department compulsory legal processes. Record documents in Simplifile E-Recording system. Update MSP and take record of Promissory Notes when received from doc custodians. Review and follow up on US Bank, Bank of New York Mellon, NTC, and Simplifile notifications. Serve as a resource to the Manager and research processes and procedures to find efficiencies within the system. This position is required to maintain a working knowledge of all Bell Bank, State, Federal and investor guidelines in order to ensure compliance with rules and regulations. Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Perform other duties as assigned. Job Skills Required: Two to three years of experience in mortgage lending or mortgage servicing. Good working knowledge of rules, regulations and policies relating to mortgage loans. Detail oriented, organized, have excellent problem solving skills and math skills. Ability to prioritize, meet deadlines and work independently. Good communication skills to interact with other departments, lenders, customers, Mortgage Servicing staff, management and various insurance companies. Ability to be flexible and adapt well to change.

The commercial client services specialist operates as a connection between retail, treasury management and Healthcare Bank and deposit operations regarding VRU, commercial banking, online and mobile banking and treasury management services. Uses knowledge of treasury management, commercial banking, and deposit products to serve Bell Bank's commercial customer base effectively and efficiently. They provide solutions for customers who encounter complex issues with online banking, mobile banking, text banking or VRU. In addition to taking direct calls from clients, they receive escalated calls from bank employees. This team will act as a one-stop place for customers to go to resolve any questions, or issues that may arise. Primary Duties: Leadership Expectations Facilitate and accept change within Bell's Values and Bottom Line. Internal and External Technical Support Monitor incoming tickets in the service managing tool. Build rapport with retail customers, commercial clients and employees; understand and represent customers' needs when communicating internally; and at the direction of leadership or senior members of the department, guide customers to the best solutions. Handle ACD calls from internal bank employees and external customers related to online banking for retail, commercial and HealthcareBank support queues. Resolve incidents in one call. Listen and communicate clearly and effectively both verbally and non-verbally, while providing computer hardware and software support remotely to retail customers and commercial clients. Use appropriate tools to remote into retail customers' and commercial clients' computer or mobile device to guide them through updating software or hardware, including drivers needed for remote deposit. Respond to retail customer, commercial client and employee requests as it relates to online and commercial services products or treasury management services within established SLA requirements. This includes granting temporary limit increases, Digital Banking maintenance, or assisting with login access. Log all incoming calls and secure message requests. Continually review existing processes, test new processes and continually identify improvements. Partner with the appropriate departments to research and resolve questions and issues for clients. Follow appropriate escalation process to unsure unresolved customer incident or request are addressed within proper timeframe Maintain expertise and proficiency with all currently used mobile devices and related IOS and Android software, PC and Mac desktop operating systems and other peripheral devices, online browsers, malware and virus software. Assist with the installation and implementation of new remote deposit scanners for commercial clients. Assist team with processing scheduled tasks as needed which require expertise from commercial client services, including and not limited to, $5 statements, DOT.NET cases, Proofpoint statements, audits on temporary limit decreases, voicemail messages and system-generated notifications which require action. Recommend updates to policies and procedures for commercial client service products and treasury management services. This includes the development of help sheets, user guides and FAQs for online users during training, as well as procedures used by commercial client services to provide day-to-day support. Complete small tasks with coaching and/or teaching and collaborate with team members on larger efforts of work, following department procedures. Assist with testing online or mobile banking prior to the release of new Digital Banking products or services. Be receptive to guidance for learning commercial banking, embracing feedback, and continuously improving. Commercial Client Services Specialist II Primarily supports tier 2 queue line Able to evaluate issues related to automated enrollment Conducts research for large statement process problems Assists in advanced NACHA file troubleshooting Responsible for RD Client Hardware, Software and Scanner issues. Responsible for Zelle for Business Able to recognize deficiencies in title and environmental under supervision of senior staff. Must be able to be on-call 24 hours support Bell Bank Culture, Policy and Accountability Standards: Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Job Skills Required: B.A. in Business Administration, Finance, or related field; or an equivalent amount of experience within the banking industry. CCSS I - 1+ year of customer service experience and/or technical support experience, preferred. CCSS II - 2+ years of customer service experience and/or technical support experience, preferred. Proficiency in banking deposit products and customer service. Knowledge of PC and Mac operating systems, browsers, malware and virus software, Citrix, and proxy services that may be used by commercial customers is desirable. Ability to occasionally work additional hours to meet coverage needs for commercial client services or meet project deadlines. Ability to work effectively both within a team, and as an individual contributor, in an unpredictable environment. Ability to analyze problems and respond swiftly to unpredictable challenges. Ability to recall guidelines and procedures and absorb new ideas and concepts quickly. Must be able to travel independently throughout the company and to customer locations as needed. Work flexible hours outside of standard shifts when required to support bank needs and client expectations. Participate in after hours on-call rotation schedule.

*This is a pipeline opportunity. While we are not hiring for this role immediately, we are always looking to connect with top talent for future openings. If you're interested in being considered when a position becomes available, we encourage you to apply and stay in touch! Job Summary: This position represents Bell Insurance in a professional and courteous manner, providing prompt, efficient and accurate services to our customers, agents and insurance carriers with established policies and procedures. Primary Duties: Enter and maintain accurate policy information in Epic for all client servicing, processing transactions, and documentation. Review new business, renewals and endorsements to ensure items are accurate as ordered. Respond to client inquiries, advisor and carrier requests on a timely and professional basis. Rate new business, or submit to company to rate. Make marketing and coverage recommendations to advisors. Enter and update prospect data and marketing activities in Epic. Prepare proposals and recommendations that ensure our clients and prospects understanding of coverages and reflect professional image of the agency. Maintain expiration lists and gather renewal information from clients, and order renewals and changes as needed following agency workflows. Prepare coverage checklists. Handle remarket process including preparation of documents, follow-up and proposal. Follow-up on outstanding items and manage open activities on a timely basis with documentation in Epic. Identify cross-selling and up-sale opportunities. Refer cross-sell opportunities to producers and handle up-sale opportunities with client. Report new claims and monitor open claims, providing follow-up and service in accordance with agency procedures. Maintain up-to-date knowledge of underwriting requirements and binding authority for carriers. Maintain up-to-date insurance coverage and policy provision knowledge. Maintain expertise in agency computer systems and third-party resources and computer programs. Maintain positive, productive relationships with carriers, producers and fellow employees. Assist in general office duties as requested and needed. Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Job Skills Required: Excellent written and communication skills. Appropriate state insurance license. Proficiency with computer technology. Ability to deal with multiple tasks and deadlines. Effective time management and organizational skills.

*This is a pipeline opportunity. While we are not hiring for this role immediately, we are always looking to connect with top talent for future openings. If you're interested in being considered when a position becomes available, we encourage you to apply and stay in touch! Job Summary: This position works with the agency account managers and advisors to provide internal support through processing and documentation in Epic utilizing established workflows and procedures. Primary Duties: Enter and maintain accurate policy information in Epic for all client servicing, processing transactions, and documentation. Maintain all client activity and suspense items in Epic. Backup for assigning downloaded policies into Epic. Online carrier general processing. Prepare auto ID cards, certificates, evidence of property, and insurance binders. Communicate with insurance carriers as needed. Prioritize workload and/or request assistance as required. Problem solve individually prior to seeking assistance from an account manager. Seek advice from account managers when problems arise. Keep current on rates, forms and coverage changes. Obtain and/or maintain required licenses. Follow agency workflows. Report new claims and monitor open claims. Review new business, renewals and endorsements to insure items are accurate as ordered. Assist in general office duties as requested and needed. Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Job Skills Required: Proficient computer skills, working knowledge of Microsoft Office products, and strong data entry skills. Clear and concise oral, written and interpersonal communication skills. Customer service focus presenting a positive, professional image. Ability to handle multiple tasks, set priorities and remain poised under pressure.

First International Bank and Trust is seeking a Credit Review Manger to lead the Credit Review team. This role is responsible for overseeing the internal credit review function to ensure FIBT maintains sound credit risk management practices. This role leads a team of credit review professionals in evaluating the quality of the loan portfolio, ensuring adherence to lending policies, and identifying emerging risks. The Credit Review Manager plays a key role in maintaining regulatory compliance, supporting strategic decision-making, and safeguarding the Bank s credit integrity. Key Responsibilities: Lead and manage the Credit Review Team, including recruitment, onboarding, training, performance evaluation, and professional development. Plan, assign, and direct team activities to ensure timely and accurate completion of monthly credit review reports. Conduct in-depth reviews of individual loan files and the overall loan portfolio to assess asset quality, underwriting standards, and policy compliance. Present findings and recommendations to the Board of Directors and senior leadership. Monitor and provide oversight of lending policies and procedures, ensuring alignment with regulatory requirements and industry best practices. Stay current on changes to federal and state banking laws and regulations affecting credit risk and lending operations. Assist in the preparation and maintenance of Watch List and Allowance for Loan and Lease Loss (ALLL) reports. Collaborate with Credit Administration, Lending, and Risk Management teams to address identified issues and implement corrective actions. Support internal and external audits and regulatory examinations related to credit risk. Qualifications: Bachelor's degree from four-year college or university (preferably in finance, business administration, or other business related degree); minimum of four years related experience; or equivalent combination of education and experience. Management experience is strongly preferred. Strong understanding of credit risk principles, loan documentation, and regulatory compliance. Proficiency in Microsoft Office and loan review systems. First International Bank and Trust is a family-owned full-service Community Bank with locations in ND, MN, SD, and AZ. We show our employees we care by providing competitive benefits and training and growth opportunities. We show our employees we care by providing competitive benefits and training and growth opportunities. Here are the things we offer within our full-time benefits package: Health, Dental & Vision 401K Retirement Plan with Employer Match Paid Parental Leave Life and Disability Insurance Generous PTO and Holiday pay If you are interested in learning more, you can apply or if you have questions before applying you can reach out directly at **************************. Equal Opportunity Employer

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 Teller Supervisor ensures daily operations of the branch teller areas are operating efficiently and effectively. Performs direct supervisory duties for the teller line staff and safe deposit area (where applicable), is relied upon to resolve escalated issues with clients and staff. Leads by example performing a ‘Player/Coach' role, provide leadership and day to day oversight and training for the Lead Tellers and Tellers; promotes new or expanded relationships for the company by maintaining exceptional client relations and referring clients to appropriate advisors for new products and service solutions; completes work with a high level of accuracy; and assures compliance with all applicable company policies and procedures, as well as all applicable state and federal regulations. Fully knowledgeable and skilled in the areas of teller, vault, safe deposit, and may have basic knowledge of opening consumer and business deposit accounts. WHAT YOU'LL BE DOING: Work with Lead Tellers on scheduling, supervising, training, and developing staff Interviewing, hiring, developing and retaining staff as well as conducting performance reviews and providing development paths Ensure completion of required audits and compliance training for each team member Responsible for monitoring, reviewing, and approving weekly time sheets for accuracy Work with teller team members to ensure excellent client service is provided to each and every client, which includes having a strong knowledge of Alerus products and services, teller transaction and operations processing WHAT YOU SHOULD HAVE: Has a passion for serving clients and views all actions from the client's perspective Possesses excellent communication skills and enjoys working in both a team setting and independently Possesses a high level of curiosity and creativity, including the ability to identify and problem solve complex situations, and make decisions based on good judgement Possesses a high level of organization and attention to detail Possesses a positive attitude and commitment to continued learning Professional appearance and attitude Ability to maintain strict client confidentiality 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. 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 Commercial Credit Underwriter III underwrites and monitors a portfolio of complex, large commercial and industrial (C&I) loans ranging in size from $1,000,000 to $25,000,000. Assigned portfolio may also include Owner Occupied and/or investor Commercial Real Estate loans. Will partner with Business Advisors to propose and negotiate lending solutions on new opportunities and underwrite credit risk. Responsible for determining the credit worthiness of borrowers and/or sponsors and recommending credit decisions. Monitors assigned portfolio credit relationships for covenant compliance, collateral monitoring, and credit deterioration, as applicable. Keeps apprised of industry related issues to analyze and determine their impact on specific industries, clients, or Alerus C&I portfolios. Performs all duties in accordance with policies, procedures, and regulatory requirements. WHAT YOU'LL BE DOING: Supports the loan decision making process by providing quality, in-depth credit analysis for complex C&I as well as OO and/or commercial RE loans. Develops comprehensive understanding of customer financial needs and project feasibility Recommends a plan of action while working collaboratively with Business Advisors and RCO regarding loan structure, monitoring and servicing loan relationship. Performs financial analysis including forecasting and sensitivity analysis to assist in determining borrower capacity to repay. Writes cogent credit narratives and perform advanced risk assessments of products, policy, structure, terms and financial strength with minimal to moderate guidance/feedback. Attends loan committee and support Business Advisors in addressing questions on submitted requests. Completes quarterly/annual loan reviews and renewals within required timeframes and with minimal guidance. Ensures loan requests adhere and comply with applicable bank regulations, policies and procedures. WHAT YOU SHOULD HAVE: Bachelor's degree or equivalent education, including upper-level courses in finance and accounting. 5-8 years of experience in a previous commercial underwriter position. 4+ years of experience working with large, complex business banking and commercial and industrial loans. In-depth knowledge of advanced loan documentation, banking laws, and regulations preferred, but not required. Self-motivated and demonstrates strong written and oral communication skills. Problem-solving capabilities. 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: $95,000 - $150,000 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.

The Commercial Loan Coordinator (CLC) plays a crucial role in supporting our Commercial Bankers and their customers. Primary responsibilities include providing exemplary customer service to our commercial customers to assist them with various types of inquires as well as serving as the primary coordinator for the entire commercial loan process, from initial application processing to closing, funding and preparing the transaction for booking. This position is essential for ensuring all customer requests progress smoothly and efficiently and therefore requires excellent customer service skills, effective time management, and the ability to work in a fast-paced environment. The CLC is also responsible for managing the loan process, coordinating activities with the Commercial Banker and Loan Closer and ensuring that between the Loan Closer and the CLC, all necessary documentation is collected and entered accurately into the Loan Origination System (LOS). In this role, the CLC will assist borrowers in gathering required documentation and oversee compliance and customer verifications. Primary Duties: Customer Service Provide exemplary customer service while assisting customers and Bankers. Assist with Commercial Lending communications, including responding to incoming telephone calls, electronic mail, and voice mail. Work with internal departments to ensure customer needs are met for services such as Business Online Banking, Deposit Accounts, Sweeps, etc. Work with the appropriate departments to research and resolve questionable matters for customers. Provide support and assistance, and other related duties as assigned, in support of the daily functions of the Commercial Banking team. Commercial Loan Process Assists with the commercial loan process by interacting with commercial customers using multiple communication strategies. Reviews loan application requests and identifies necessary information needed to process loan and/or modification requests. Requests and collects due diligence activities and third-party reports (appraisals, environmentals, UCC, title work, articles of good standing, entity documentation, financial information, credit report, etc.) and provides them to the Commercial Banker or applicable party for review. Oversees the process of compliance and customer verifications to include OFAC and Fraud. Is responsible for adhering to Reg B, flood and other banking regulations. Assists Banker with the collection of all required customer financial information (pre-and post-approval). Enters certain applicable information into LOS System and is accountable for its accuracy. Provides accurate and timely loan applications and required due diligence information to commercial loan closers in order to receive a complete loan documentation package and clear to close instructions for all commercial loan closings. Completes funding of closed loans, processes income and expense fees per procedures. Images all necessary documents including but not limited to, pre-closing due diligence, loan documentation and financial information, in the Bank's imaging system to build an electronic credit file (with system). Prepare and submit accurate and complete files to Loan Operations for booking on the Bank's core system in accordance with the Post-Closing Workflow Service Level Agreement. Establishing, Monitoring, and Maintaining Loan Portfolio Set up and maintain customer records on all applicable systems for new and existing relationships. Set up or maintain the relationships as required for the Bank Secrecy Act. Forward billings for third party services to Loan Operations in a timely manner. Obtains exception reports and partners with Commercial Bankers and Portfolio Managers to resolve all loan documentation issues to clear documentation exceptions within the appropriate timeframe. Monitors and acts daily, weekly and monthly reports for maturing and delinquent loans. Ensures that the Deal Team has no administratively delinquent loans. Manage customer accounts by way of processing loan payments, disbursements, advances, and assisting in the monitoring of NSF activity. Process construction loan disbursements in collaboration with the Banker, Customer and the Construction Loan Administrator. Obtains exception reports and partners with Commercial Bankers and Portfolio Managers to request coming due or past due financial information and assist with the monitoring of coming due and past due annual reviews or covenant checks. Ensure accurate information requests on bi-annual customer financial letters. Notify and/or forward to the Correspondent Banking Department all documentation that is received for sold loans. Perform the following processes accurately, timely and in the appropriate manner: Prepare wire transfer forms Prepare cashier's checks Perform BTE transfers Prepare Payoff Letters Ship documents via FedEx or UPS Utilize Power PDF to modify documents as needed Other Expectations Serve as a notary public. Participate in internal and external training to maintain knowledge of Bank products, credit activities and regulations, and other appropriate training as required. Demonstrated acceptable personal monetary responsibility. Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Job Skills Required: Bachelor's degree in business administration, finance, or similar field; or equivalent amount of experience in the finance or banking industry Commercial banking support experience preferred. Knowledge and experience of Commercial lending and banking regulations is a plus. Excellent analytical, decision-making and effective problem resolution skills. Must be proactive and willing to take initiative to complete tasks in a timely manner and with a sense of urgency. Excellent organizational and time management skills with high attention to detail and accuracy. Ability to work productively and efficiently without direct supervision. Ability to multi-task with multiple priorities, interruptions and possible short-term deadlines. Ability to be flexible in a dynamic and challenging environment characterized by sometimes changing priorities and react to those changes productively. Ability to work well in a collaborative, cohesive and cooperative team environment. Ability to communicate effectively and professionally with third party vendors, co-workers and customers. Proficient computer skills, including Windows, Excel, Word, and Outlook. Ability to quickly become proficient in complex systems.

*This is a pipeline opportunity. While we are not hiring for this role immediately, we are always looking to connect with top talent for future openings. If you're interested in being considered when a position becomes available, we encourage you to apply and stay in touch! Job Summary: The Employee Benefits Insurance Advisor strategically plans for the sales and underwriting profitability of the agency's employee benefits business. Individually, this position is also responsible for prospecting, soliciting, quoting and selling new Employee Benefits accounts to meet their own individual sales goal. Primary Duties: Advisor - New Sales Identify and develop a base of prospective clients by using referrals, occupational, and special interest groups. Respond to referrals quickly and effectively. Prequalify prospects for insurability and quality of risk. Gather complete risk and underwriting information to complete applications and submission documentation, while analyzing risk exposures and determining changes and/or additional coverages to address those needs. Determine appropriate insurance markets and make submissions to potential markets. Design insurance programs and recommend coverages to clients. Create insurance proposals and make sales presentations. Be familiar with and follow binding rules for all insurance carriers. Educate clients on agency payment expectations and late charges. Collect down payments from insureds for purchases of new coverage and obtain signatures on all applications for insurance. Introduce Account Executives or Account Managers to clients as part of their service team. Enter documentation, as required for producers, in EPIC for all new sales processes. Ask for referrals from insureds to help generate new business. Accepts and handles prospects assigned by management. Advisor - Existing Client Relationships (renewals and retention) Develop and retain a book of business that is profitable for both the agency and the carriers. Identify clients that no longer meet agency standards and develop an exit strategy for them. Work with Account Manager to obtain updated exposure information from the insured to develop a renewal strategy. Review existing policy coverages no less than annually with insureds. Explain coverages, exclusions and options to reduce risk and manage premiums. Work with clients to ensure coverage and limits are adequate for their risk. Remarket coverages when necessary. Propose coverages to round out the account. Work with Account Executives or Account Managers to provide timely information to carriers and clients according to agency standards and procedures. Document activities, conversations and data in EPIC according to Agency procedures. Review complex or unique policy change requests or service activities with Account Executives/Managers. Recommend and assist insured in carrying out loss control programs and procedures recommended by producer or company loss control staff. Collect current premiums, past due balances and late charges on agency billed items. Provide assistance as needed for complex or troublesome claim situations. Retain an agreed upon percentage of accounts each year. Continue to develop relationships with insureds. Develop positive and professional relationships with carriers/ underwriters/representatives. Accept and carry out any duties/accounts assigned by Agency Management. Bell Insurance Standards Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Perform other duties as assigned. Job Skills Required: Insurance License. Previous sales experience, particularly insurance, is preferred. Commitment to continuous learning/education in insurance and the industries for which you are managing risk. Ability to communicate verbally and in writing with others, explain complex issues, to receive and interpret complex information and to respond appropriately. Proficiency in technology to use EPIC system as required. Good presentation skills. Good interpersonal skills with a deep and knowledgeable professional network. Focus on ethics, integrity and honesty.

Job Description First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work. Are you a detail-driven professional with a passion for regulatory compliance and risk management? First International Bank and Trust is seeking a Compliance Consultant to join our growing Compliance Department. As our bank continues to expand in size and complexity, this role is critical to ensuring we maintain strong regulatory readiness, reduce risk, and support our teams with expert guidance. This is a great opportunity for someone with extensive experience in consumer compliance who thrives in a collaborative environment and is ready to make an immediate impact. Key Responsibilities Support FIBT's compliance programs, including training, testing, and reporting. Review policies, procedures, and products to ensure alignment with federal and state regulations-especially consumer protection laws. Advise business units on regulatory changes and assist with timely implementation. Coordinate with legal counsel and departments on new or revised products and services. Create and deliver training materials to staff affected by compliance issues. Serve as a subject matter expert during regulatory exams and internal audits. Stay current on evolving banking laws and regulations. Contribute to special projects and initiatives that enhance compliance and reduce risk. Qualifications: Bachelor's degree; a minimum of three to five years of compliance experience; or equivalent combination of education and experience. Industry certifications preferred (e.g., Certified Community Bank Compliance Officer, Certified Regulatory Compliance Manager). Strong knowledge of consumer protection laws and regulatory frameworks. First International Bank and Trust is a family-owned full-service Community Bank with locations in ND, MN, SD, and AZ. We show our employees we care by providing competitive benefits and training and growth opportunities. Here are the things we offer within our full-time benefits package: Health, Dental & Vision 401K Retirement Plan with Employer Match Paid Parental Leave Life and Disability Insurance Generous PTO and Holiday pay If you are interested in learning more, you can apply or if you have questions before applying you can reach out directly at **************************. Equal Opportunity Employer

First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work. At First International Bank & Trust, we believe in building lasting relationships through sound financial decisions and personalized service. Were seeking a Commercial Credit Analyst who thrives on analyzing financial data, assessing credit risk, and supporting our commitment to responsible lending. If youre detail-oriented, collaborative, and passionate about helping businesses grow, we invite you to join our team. Key Responsibilities: * Spread and analyze commercial financial statements for C&I (Commercial & Industrial) and CRE (Commercial Real Estate) loans. * Evaluate borrower risk and recommend appropriate loan structures for transactions exceeding $15,000,000. * Utilize systems such as Abrigo Sageworks to assess credit quality and streamline analysis. * Build and maintain financial models to project cash flows and assess repayment capacity. * Prepare comprehensive loan presentations, comment sheets, and annual reviews for credit committees. * Collaborate with loan officers by attending client and prospect calls to provide financial insights and strengthen relationships. * Provide guidance and training to team members on credit analysis best practices. * Participate in ongoing training and contribute ideas for process improvement. Position Competencies: * Strong analytical skills with the ability to gather and interpret financial data. * Exceptional attention to detail and organization. * Clear and informative written communication. * Ability to prioritize tasks and manage time effectively. Qualifications: * Bachelor's Degree in Accounting, Finance, Economics, or related field; 3-5 years of experience in credit analysis or commercial lending, with exposure to large scale deals ($15MM+) or an equivalent combination of education and experience. * Proficiency in reading and interpreting financial statements, including balance sheets, income statements, and cash flow statements. * Experience using Abrigo Sageworks or similar credit analysis systems. * Demonstrated ability to build financial models and project future cash flows. * Applied underwriting principles to structure loans effectively. We show our employees we care by providing competitive benefits and training and growth opportunities. Here are the things we offer within our full-time benefits package: * Health, Dental & Vision * 401K Retirement Plan with Employer Match * Paid Parental Leave * Life and Disability Insurance * Generous PTO and Holiday pay If you are interested in learning more, you can apply or if you have questions before applying you can reach out directly at

The Teller represents Bell Bank to our customers in a courteous and professional manner and provides prompt, efficient, and accurate service in the processing of teller transactions in accordance with established policies and procedures. Responsibilities Teller Duties: Delivers exceptional customer service by engaging with customers in a professional, friendly, and efficient manner. Maintains a positive and welcoming environment, ensuring each customer interaction enhances their overall banking experience. Accurately processes financial transactions, fulfilling customer requests in a timely manner to ensure the highest customer satisfaction. Addresses customer issues and grievances as able. Escalates complex customer issues and seeks guidance when necessary to ensure accurate resolution and compliance with policies. Produces high quality technical work with strong attention to detail, ensuring accuracy with minimal errors. Knows what services Bell Bank offers and seeks opportunities to refer customers and/or non-customers to appropriate personnel/teams. Assists in creating a clean and professional environment by maintaining neat, uncluttered tills, teller lines, and customer areas. Maintains security and confidentiality of personal customer information. Completes annual trainings, including: Departmental trainings Security trainings Banking regulation trainings Bell Bank Culture, Policy and Accountability Standards: Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Education, Experience, and Other Expectations High school diploma or GED required 1-2 years of customer experience preferred Experience using Microsoft products: Outlook, Word, Excel, preferred Knowledge, Skills, and Abilities Bookkeeping, calculator, and keyboarding skills. Good communication, listening, and social skills Timeliness and reliability. Ability to be flexible, prioritize tasks, and stay poised under pressure. Ability to work flexible hours to include mornings, evenings, and Saturdays (branch specific) as scheduled. Flex Teller must be flexible in schedule and have ability to commute to any location within a specific region as needed. Part Time Teller must work a set minimum number of hours per week, as determined by the branch leadership.

This position must possess the technical skills needed to underwrite, document and administer a sizable portion of small, midlevel and large ag/commercial loans. In addition, this position requires proficiency at business development and will be expected to actively solicit new loan relationships within the constraints of the Bank's loan policy. Generally, a candidate for this position will have functioned as an Ag or Commercial Loan Officer or Credit Officer for a period of at least three years. Primary Duties: Interview prospective small, midlevel and large Ag or Commercial loan customers in an effort to make a preliminary determination as to the nature and feasibility of the credit request. Work closely with Bell Mortgage Officers to encourage and receive referrals of Ag or Commercial Loan prospects and Private Banking prospects. Assist in the analysis of financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request. Establish and negotiate, where necessary, terms under which the credit could be structured, including the costs, repayment methods and collateral requirements. Assist in the preparation of the Loan Committee Presentation and required supporting documentation. This package must be prepared in accordance with the standards established in the loan policy. Present to the appropriate loan committee for review and approval all loans in excess of the individual lending authority. Provide guidance to the loan document representative and Ag Commercial Lending Assistant in preparation of loan documentation. Monitor credit facilities once they are booked. Assess interim financial information, borrowing base reports and other supporting documentation. Assist in the collection of past due loan payments and must utilize his/her support staff to obtain required information and to resolve file technical exceptions. Administer all problem credits, implementing the goals and objectives established and agreed upon through the completion of a problem workout strategy. Actively engage in business development. Bank wide goals for business development will be established through biweekly business development meetings. In this context, business development includes ongoing contact with existing Ag or Commercial customers. Active involvement in community and civic affairs. Mentor junior lending officers in the credit extension process. Undertake special projects as assigned, as time permits. Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules and Bell Bank Customer Service Standards. Know, understand and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Job Skills Required: B.A. in accounting, finance, business administration or related field. At least three years of credit, lending or examining experience. Working knowledge of loan documentation. Above-average written and communication skills. Proficiency with computer technology. Ability to deal with multiple tasks and deadlines. Effective time management and organizational skills.

A Personal Banking Officer provides basic support for personal banking services including account management, lending, and building a portfolio of banking clientele. This role involves managing customer relationships, offering tailored banking solutions, overseeing account management, and guiding customers through a comprehensive range of banking products to optimize their financial well-being. Responsibilities Account Management Delivers exceptional customer service by engaging with customers in a professional, friendly, and efficient manner. Must maintain a high standard of professionalism in all interactions and responsibilities. Handles escalated or complex customer issues, such as account discrepancies, credit concerns, or service complaints. They work to resolve these issues efficiently and maintain customer satisfaction. Manages relationships by offering personalized banking solutions. They may proactively reach out to customers to deepen relationships and address unique needs. Ensures compliance with policies and regulations for more complex transactions. Helps identify potential risks/fraud. Audits accounts for overdrafts, collections and technical exceptions for assigned customer accounts, and follow up with customers as appropriate. Lending & Portfolio Management Solicits, originates, underwrites, and closes consumer loans. Conducts professional customer meetings with current and prospective customers to assess their financial needs and objectives. Educate customers on loan features, interest rates, fees, repayment schedules, and potential penalties in a transparent manner. Assesses applicant's financial stability, credit history, and repayment capacity to determine loan eligibility. Recommends appropriate loan amounts, interest rates, and repayment schedules based on the borrower's needs and risk profile. Analyzes financial statements, debt-to-income ratios, and collateral value to ensure responsible lending. Finalizes loan agreements, ensure compliance with banking regulations, and facilitate timely fund disbursements. Identify early signs of delinquency and assist borrowers with restructuring options when necessary. Follows up on late payments and collaborate with collections teams to minimize financial losses. Handles basic customer requests, such as low-value transactions, simple loan approvals, or resolving simple disputes. Has basic knowledge of banking products, including loans, lines of credit, retirement accounts. They can recommend and customize solutions for customers based on financial goals. Actively identifies cross-selling opportunities and works to grow the bank's portfolio by recommending financial products and services tailored to customer needs. Meet individual goals and assist in meeting branch goals. Bell Bank Culture, Policy and Accountability Standards: Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Education, Experience, and Other Expectations Bachelor's degree in business administration, finance, a similar field, or equivalent experience. 3-5 years of customer service and/or account management experience. 3 years of experience in a banking, financial, or professional setting. Must possess active NMLS#. Experience using Microsoft products: Outlook, Word, and Excel. Knowledge, Skills, and Abilities High attention to detail. Strong communication skills. Familiarity with savings, checking, and lending policies and guidelines, as well as specific loan programs, qualifications, and insurance. Familiarity with banking laws, rules, and regulations, prescribed practices, and ethical standards that are applicable to their position. Ability to work flexible hours to include mornings, evenings, and Saturdays (branch specific) as scheduled.

*This is a pipeline opportunity. While we are not hiring for this role immediately, we are always looking to connect with top talent for future openings. If you're interested in being considered when a position becomes available, we encourage you to apply and stay in touch! Job Summary: This position represents Bell Insurance in a professional and courteous manner, providing prompt, efficient and accurate services to our customers, agents and insurance carriers with established policies and procedures. Primary Duties: Enter and maintain accurate policy information in EPIC for all client servicing, processing transactions, and documentation. Review new business, renewals and endorsements to insure items are accurate as ordered. Respond to client inquiries, advisor and carrier requests on a timely and professional basis. Rate new business, or submit to company to rate. Make marketing and coverage recommendations to producers. Enter and update prospect data and marketing activities in EPIC. Prepare proposals and recommendations that insure our clients and prospects understanding of coverages and reflect professional image of the agency. Follow-up on outstanding items and manage open activities on a timely basis with documentation in EPIC. Identify cross-selling and up-sale opportunities. Refer cross-sell opportunities to producers and handle up-sale opportunities with client. Report new claims and monitor open claims, providing follow-up and service in accordance with agency procedures. Maintain up-to-date knowledge of underwriting requirements and binding authority for carriers. Maintain up-to-date insurance coverage and policy provision knowledge. Maintain expertise in agency computer systems and third party resources and computer programs. Maintain positive, productive relationships with carriers, producers and fellow employees. Assist in general office duties as requested and needed. Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Job Skills Required: Property and Casualty insurance experience highly desired. Appropriate state insurance license. Proficient computer skills, working knowledge of Microsoft Office products, and strong data entry skills. Clear and concise oral, written and interpersonal communication skills. Customer service focus presenting a positive, professional image. Ability to handle multiple tasks, set priorities and remain poised under pressure.

*This is a pipeline opportunity. While we are not hiring for this role immediately, we are always looking to connect with top talent for future openings. If you're interested in being considered when a position becomes available, we encourage you to apply and stay in touch! Job Summary: This position works with the agency account managers and advisors to provide internal support through processing and documentation in Epic through established workflows and procedures. Primary Duties: Process change endorsements, audits, renewals and new policies, checking for accuracy. Prepare letters for account manager or advisor signature. Process requests for certificates of insurance within 24 hours of request. Invoice agency bill transactions. Maintain all client activity and suspense items in Epic. Prepare auto ID cards, certificates, evidence of property, insurance binders. Communicate with insurance carriers as needed. Prioritize workload and/or request assistance as required. Problem solve as possible prior to seeking assistance from an account manager. Seek advice from account managers when problems arise. Keep current on rates, forms and coverage changes. Maintain required licenses. Follow agency workflows. Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Job Skills Required: Proficient computer skills, working knowledge of Microsoft Office products, and strong date entry skills. Ability to handle multiple tasks and set priorities. Property and Casualty insurance experience highly desired. Insurance license, or work to obtain insurance license.