Join Our Team as a Business Banking Officer at Starion Bank in Fargo! Level, Officer designation and salary dependent on experience.
Are you a customer-focused, disciplined, and ethical individual with a passion for inspiring others? If so, we want you on our team at Starion Bank!
Why Starion Bank?
As a growing community bank, we pride ourselves on local leadership, personalized service, and deep community loyalty. We're not just a bank; we're a place where you can thrive both professionally and personally.
Position: Business Banking Officer
Salary: Dependent on experience
Location: Fargo, North Dakota
Key Responsibilities:
Develop, manage, and expand a portfolio of business clients, including small- to mid-size companies across diverse industries.
Foster and maintain strong, long-lasting relationships with clients, understanding their unique needs and providing tailored banking solutions.
Act as the primary point of contact for business customers, proactively addressing inquiries, concerns, and opportunities for growth.
Monitor and manage risk by ensuring compliance with bank policies, procedures, and regulatory standards.
Collaborate with internal partners - such as credit, cash management and operations - to deliver seamless service and comprehensive solutions.
Qualifications:
5+ years of experience in business banking, commercial lending, credit analysis or a related financial services role.
Experience building and maintaining strong relationships with business clients across diverse industries including proactively managing and growing a portfolio of commercial loans and deposits.
Proven track record of meeting or exceeding sales goals.
Bachelor's degree in finance, business administration, accounting or equivalent combination of education and experience.
Strong knowledge of business banking products and services, including loans, lines of credit, cash management.
What We Offer:
Competitive Salary: Your hard work deserves great pay!
Comprehensive Benefits: Including health, life, dental, vision, and a health savings account.
Retirement Planning: 401K and profit-sharing options.
Incentives: Annual Incentive Compensation Program available for all benefit eligible employees
Work-Life Balance: Paid vacation and holidays.
Recognized Excellence:
Join a team recognized as the “Best of the Best” by Independent Bankers magazine!
Ready to Make a Difference?
If you're ready to take the next step in your career and be part of a community-focused bank, apply today at ******************** Starion Bank- Taking You Further.
Apply now and become a vital part of our team!
Starion Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities
.
$71k-89k yearly est. Auto-Apply 60d+ ago
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Deposit Services Specialist I
Bell Bank 4.2
Fargo, ND job
This position reviews and maintains customer information changes for all deposit accounts as required, providing assistance to other department inquiries regarding deposit services, and performing other required duties to provide a steady and accurate flow of information on a daily basis.
Primary Duties:
Review new personal customer information, deposit accounts, safe deposit leases for accuracy, and maintain records when required.
Complete maintenance requests for all deposit accounts and customer information records.
Review new account report ensuring all account documentation and required maintenance is complete.
Complete required maintenance from death notification report.
Retrieve and process Cognos reports on a daily basis.
Provide support via phone and email to colleagues.
Assist in creating and maintaining updated procedures for department functions.
Ensure functional procedures are current and up to date compared to daily processes.
Communicate production processing issues timely to supervisor and teammates for resolution.
Participate in project meetings and work on assigned projects.
Provide courteous, accurate and prompt assistance to coworkers or customers regarding their accounts.
Follow established policies and procedures, accurately and efficiently to meet team quality standards.
Continually review daily workflow looking for improvements in production processing.
Work flexible hours to support the department needs to include after hours and weekends, if necessary.
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:
Two-year degree in business or related field.
One to two years of experience in bank operations.
Excellent verbal and written communication skills.
Ability to analyze and resolve technical problems quickly in a demanding environment while working with minimal supervision.
Strong organizational, research, analytical, problem-solving skills, and attention to details.
Knowledge of personal computers and related software programs including, but not limited to, Windows XP and Microsoft Office and ability to effectively use them is required.
$37k-48k yearly est. 1d ago
VP/Treasury Management Officer
Bell Bank 4.2
Fargo, ND job
This position is responsible for identifying prospects and clients with Treasury Management needs and recommending appropriate solutions to meet client requirements. This position has a thorough understanding and knowledge of all Treasury Management systems and products.
Responsibilities
Work with Bankers and individually to develop prospects for New Business through the sale of Treasury Management solutions designed to meet client needs.
Develop and maintain Centers of Influence (COI's) within the industry.
Prepare sales presentations providing a comprehensive solution for clients' Treasury Management needs.
Keep informed of current market trends in the Treasury Management field. This includes having a thorough understanding of todays competitive landscape related to product and pricing.
Provide client feedback and input regarding new product development, enhancements and modifications as they arise.
Set up and effectively conduct training sessions or product demonstrations in-person as requested.
Work closely with the Treasury Management Analyst and related support areas of the bank as needed in order to meet customer expectations.
Work on projects and initiatives as assigned.
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:
10 years of previous Treasury Management Sales Experience.
B.A. in Business Administration, Finance, or related field and/or related work experience.
CTP certification preferred.
Strong organization, verbal and written communication skills.
Detail-oriented and able to complete and prioritize projects with minimal supervision.
Ability to think clearly, solve problems, develop customer relationships, and embrace new challenges.
Effective time management and organizational skills.
$111k-158k yearly est. 1d ago
Account Executive - Benefits
Bell Bank 4.2
Fargo, ND job
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.
$57k-91k yearly est. 1d ago
Loan Business Analyst
Bell Bank 4.2
Fargo, ND job
This position is responsible for loan operations projects and application expertise, including but not limited to, common file changes, software application upgrade testing, researching loan application issues, reporting and training. This position requires ongoing analysis of processes for efficiency and serves as liaison between loan operations and all business partners.
Primary Duties:
Responsible for loan operations projects using designated tracking processes, providing updates and assuring project deadlines and regulatory requirements are met.
Research and understand all systems used by Loan Operations, providing support or recommendations for improvement.
Responsible for system upgrades/releases with responsibility for testing, analyzing loan operations needs and communicating updates and/or changes.
Coordinate system issues with the IT department and/or specific vendors.
Provide subject matter expertise regarding common file settings, partnering with deposit operations to perform testing and implement changes.
Responsible for loan operations reporting needs through creating and modifying recurring reports to ensure efficiencies, and preparing ad-hoc reports as requested.
Complete end-of-year processing requirements including, but not limited to, reporting review, tax forms, correspondence, project tasks, maintenance and verification.
Create and maintain procedures for department functions.
Provide subject matter expertise for bank-wide projects.
Participate and/or lead project meetings.
Ensure processing issues are resolved timely to maintain established service levels.
Continually analyze loan operations processes for potential efficiency.
Provide courteous, prompt and accurate resolution to co-workers and customers.
Maintain working knowledge of loan business specialist/quality analyst tasks and assist as applicable.
Research and provide audit information as directed by the loan business process manager.
Follow established policies and procedures, accurately and efficiently to meet team quality standards.
Work flexible hours to support the department needs to include after hours and weekends, if necessary.
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. / B.S. or equivalent work experience.
Two or more years of experience in bank operations.
Working knowledge of rules, regulations and policies relating to loan operations processes.
Strong organizational, research and analytical skills and attention to detail required.
Excellent verbal and written communication skills.
Ability to prioritize, work independently and meet established deadlines
Ability to provide professional support and portray a positive image of the department and bank in all circumstances.
Knowledge of and proficiency in using personal computers and related software programs including, but not limited to, Windows and Microsoft Office.
$59k-81k yearly est. 1d ago
Accounts Payable Specialist - Insurance
Bell Bank 4.2
Fargo, ND job
The Accounts Payable Specialist is responsible for supporting the day-to-day operations of the Accounts Payable (AP) function within the Insurance Division, ensuring timely and accurate processing of vendor invoices, premium payments, and employee expense reimbursements. This role plays a critical part in maintaining compliance with company policies, insurance regulatory requirements, and financial controls. The Specialist will collaborate closely with internal insurance teams, carriers, and vendors to resolve AP inquiries and contribute to the efficiency of financial operations.
Responsibilities
Review and process vendor invoices and employee expense reimbursements via check or ACH, ensuring proper coding and approvals.
Assist in maintaining vendor records, including collecting and verifying W-9 forms.
Respond to routine internal and external inquiries regarding invoice and payment status.
Support month-end activities by preparing documentation and assisting with accruals.
Ensure adherence to company policies, procedures, and regulatory guidelines.
Provide documentation for audits and assist with audit-related requests.
Participate in internal training to maintain knowledge of AP systems and processes.
Collaborate with team members to identify opportunities for process improvements.
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
Associate's degree in accounting, finance or similar field; or equivalent work experience.
1-2 years of accounts payable or general accounting experience preferred.
Skills and Knowledge
Basic understanding of accounting principles and AP best practices.
Familiarity with accounting software and Microsoft Excel.
Strong attention to detail, organizational, and time management skills.
Effective communication and problem-solving abilities.
Ability to work independently and collaboratively in a fast-paced environment.
$33k-39k yearly est. 1d ago
Card Operations Intern
First International Bank & Trust 3.3
Fargo, ND job
: Corporate * Sioux Falls, SD We are seeking a motivated and detail oriented Card Operations Intern to support our Card Operations Team in day to day processing, customer support, and special project work. This role is ideal for a student interested in gaining hands on experience within a financial institution while working meaningful hours during the school year and potentially additional hours during the summer.
This internship is In Person.
Key Responsibilities:
* Perform daily debit card production (instant issuance).
* Review VAU and secondary name line reports.
* Prepare monthly reports for upcoming card reissues based on expiration.
* Scan and maintain credit file documentation.
* Manage and resolve returned debit cards.
* Process daily credit card payments.
* Complete reprints of credit card statements.
* Process credit card address changes.
* Enter and monitor debit and credit travel alerts (average 15-25 daily).
* Assist customers with basic debit and credit statement questions.
* Monitor and respond to debit and credit fraud alerts (Securlock Alerts; average 1,086 monthly).
* Field inbound workgroup phone calls (average 35 debit related and 46 credit related calls daily).
* Support project work, including credit card database cleanup and assisting the Card Operations team with standing up new BaaS processes.
Qualifications:
* A student currently enrolled in an accredited university or collegiate program. Business, Communications or other applicable fields of study is preferred.
* Strong computer skills is preferred.
* Customer Service experience is preferred.
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
$27k-31k yearly est. Easy Apply 5d ago
Commercial Lines Account Manager
Bell Bank 4.2
Fargo, ND job
*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.
$62k-73k yearly est. 1d ago
Project Manager
Bell Bank 4.2
Fargo, ND job
This position serves as a liaison between assigned Business Units and the Information Technology Department. This includes managing the implementation of IT and enterprise projects, communicating internal business needs, and coordinating technology resources. This also includes following project related procedures and processes to ensure all projects are managed according to bank standards. This position will be involved in ensuring Bell Bank meets and keeps current on the latest compliance regulations for assigned areas.
Primary Duties:
Serve as a liaison between assigned business unit(s), technology teams and support teams.
Provide project management services to IT and assigned primary business units.
Complete smaller work assignments with proficiency and has the ability to take on larger, more complex work. Collaborate with teams on larger efforts of work following departmental procedures.
Demonstrate good working knowledge of effective project management practices, tools, and procedures with a focus on continuous improvement. Be open to feedback from senior team members.
Demonstrate good working knowledge of business lines, tools, and systems in assigned areas and provide input on impacts, risks, dependencies, and opportunities.
Demonstrate good working knowledge of IT processes and tools with a growing level of proficiency and embrace feedback for continuous improvement.
Be receptive to and seek out guidance and mentoring from senior team members.
Proactively contribute to the productivity of the team and provide input on process improvements.
Learn to leverage, with coaching and mentoring, agile principals and techniques for collaboration, prioritization, planning, and user story documentation.
Provide guidance and mentoring on process and tools to junior team members.
Complete all assigned department and corporate training.
Complete assigned work following departmental procedures.
Deliver high-quality customer service to assigned business units.
Effectively manage business unit expectations related to their Information Technology solutions.
Assist business units with assigned company-wide Information Technology projects.
Maintain and manage business unit project list and work with key stakeholders to prioritize projects.
Communicate and apply project management principles and documentation standards.
Lead project teams, create project plans, and maintain project file artifacts according to company standards.
Communicate effectively with business unit to identify needs and evaluate alternative business solutions.
Maintain project tracking and status reports. Effectively know and communicate project status to key stakeholders and other members of leadership.
Facilitate the creation of business requirements documents, uses cases, test cases, process diagrams, user stories, and user interface designs as needed.
Apply risk management techniques to identify and mitigate project risks. Appropriately track and monitor issues until resolution.
Manage vendor resources on projects to ensure contractual commitments are delivered.
Manage the implementation of new products, including working with customers and Business Analysts to define solution options and ensure the solution meets their needs.
Work with project sponsors to clearly understand project scope and document project charters.
Effectively lead and facilitate project teams to achieve desired outcomes.
Actively participate in department and team meetings, team building, and other company events.
Work closely with Internal Audit, Legal and Information Security to ensure Bell Bank is adhering to security and legal standards and are up-to-date with all compliance and regulatory requirements.
Must be able to travel independently throughout the company and to remote locations as 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:
Minimum B.A. in computer science, project management or business and/or combination of education and experience.
Minimum of 5 to 8 years of information technology, project management and/or bank operations experience, or a combination of experience is preferred.
Strong verbal and written communication skills. Strong meeting facilitation skills.
Proven leader and self-starter. Works well independently and in a team environment. Willing to learn new things and adapts well to change.
Strong organization and time management skills with the ability to manage multiple priorities.
Knowledge of and/or experience in technical concepts, business applications, project management principles and a general understanding of technology.
Industry standard (PMBOK or Agile) project management knowledge and experience desired.
Strong organizational, research, analytical and problem-solving skills are required to evaluate situations, make recommendations and take prompt, effective corrective action.
$60k-77k yearly est. 1d ago
Teller Supervisor
Alerus 4.0
Fargo, ND job
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.
$30k-33k yearly est. 38d ago
Personal Lines Account Assistant
Bell Bank 4.2
Fargo, ND job
*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.
$24k-30k yearly est. 1d ago
Credit Review Manager
First International Bank & Trust 3.3
Fargo, ND job
: Credit Review * Bismarck, ND * Fargo, ND * Sioux Falls, SD * Phoenix, AZ Salary Range: $105,000 to $155,000 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. 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
$105k-155k yearly Easy Apply 33d ago
Personal Insurance Advisor
Bell Bank 4.2
Fargo, ND job
*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 Personal Insurance Advisor is responsible for the profitable growth of the Agency and contributing to the Agency sales goals. Individually, the Advisor is responsible for prospecting, soliciting, quoting and selling new Property/Casualty and/or Benefits accounts, while meeting their own individual sales goal. The Advisor is also responsible for proactive relationship management of their accounts, working in conjunction with Agency Account Managers.
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 following 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 Manager 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.
Accept and handle 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 Manager 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 Manager.
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.
Prompt and reliable attendance.
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.
$42k-53k yearly est. 1d ago
Underwriter I, Business Banking
Alerus 4.0
Fargo, ND job
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 Aleru
ACCOUNTABILITIES:
Centralized Underwriting for new loans, modifications and renewals
Propose Lending Solutions
Underwrite Credit Risk
Complete Annual Reviews
Provides Support to the Commercial & Business Bankers
ABOUT THE ROLE:
The Business Banking Underwriter I is accountable for underwriting and monitoring a portfolio of business banking level commercial and industrial (C&I) loans ranging in size from $1,000,000 to $5,000,000. The portfolio may also include agricultural, owner occupied and/or small investor commercial real estate loans. Will partner with Commercial & Business Bankers 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 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:
Performs financial analysis including forecasting and sensitivity analysis to assist in determining borrower capacity to repay.
Develop a comprehensive understanding of customer's financial needs and formulate a plan for loan structure and servicing.
Writes cogent credit narratives and perform advanced risk assessments of products, policy, structure, terms and financial strength with minimal to moderate guidance/feedback.
Collaborate with bankers and Regional Credit Officers to structure loan terms that align with the bank's risk appetite and client needs.
Independently grades all credits in accordance with Bank's credit classification system.
Monitor existing loan portfolio performance and proactively identify early warning signs of credit deterioration or covenant breaches.
Ensures loan requests adhere and comply with applicable bank regulations, policies and procedures.
Stay updated on economic trends, industry developments, and regulatory changes impacting credit underwriting and commercial lending practices.
WHAT YOU SHOULD HAVE:
Bachelor's degree or equivalent education including upper-level courses in finance and accounting
1-3 years of experience in a previous credit analyst or underwriter position
1+ years of experience working with commercial and industrial, commercial real estate and agricultural lending preferred
In-depth knowledge of straightforward to medium complexity loan documentation, banking laws, and regulations preferred
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:
$60,000 - $80,000 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.
$60k-80k yearly 43d ago
Treasury Management Consultant, Sr.
Alerus Financial 4.0
Fargo, ND job
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 Treasury Management Consultant (TMC) is responsible for the sales and servicing of commercial deposit products and treasury management services. Working closely with commercial relationship managers, the TMC will act as the subject matter expert including taking a holistic approach with both prospects and existing clients for onboarding of new commercial relationships to cross sale opportunities of existing clients. The TMC is responsible for all aspects of account fulfillment for commercial deposit products and prospect for new business and work in partnership with aligned commercial relationship managers. Will act as a resource for retail and small business customers when needed.
WHAT YOU'LL BE DOING:
Partner with aligned Business Advisors, serving as second chair from a relationship management perspective
Perform and lead client calls preparation, proposal generation, presentation, relationship reviews, working capital analysis and interpretation, pricing proforma
Identify client or prospect needs to cross sell TM products and services.
Work with TM implementation to ensure a smooth transition to Alerus and attend transition calls with clients as needed.
Deliver an excellent client experience and enhance Alerus's brand in the marketplace.
Meet regularly with each Business Advisors to review portfolio, identify top clients for relationship reviews and cross sell opportunities
Training and education of Business Advisors of TM services
Maintain pipeline in Salesforce
WHAT YOU SHOULD HAVE:
Bachelor's degree or equivalent combination of education and/or related experience in the financial industry
10+ years of previous experience in Treasury Management
Willingness and aptitude to study for and obtain AAP, APRP, or CTP designation preferred
Customer service and sales experience
Familiar with and comfortable working with technology and online banking systems
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.
$66k-83k yearly est. 3d ago
Part Time Teller - Fargo, ND - Center
Bell Bank 4.2
Fargo, ND job
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.
$32k-36k yearly est. 1d ago
Small Business Banker
Alerus Financial 4.0
Fargo, ND job
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 Small Business Banker will play a key role in developing, strengthening, and expanding relationships with small business clients within branch locations. Involves frequent client interactions to understand their unique needs and deliver tailored solutions.
WHAT YOU'LL BE DOING:
Build and maintain strong relationships with the small business clients, understanding their needs and business goals
Drive growth by identifying and pursuing new business opportunities, implementing strategies to expand the client base, and achieving sales and revenue targets
Provide expert guidance on financial solutions through a deep understanding of the bank's products and services
Serve as the primary point of contact for clients, addressing inquiries and delivering exceptional support
Assess and manage credit risk and other risks within the small business portfolio
Ensure full compliance with applicable laws, regulations, and bank policies
Recommend process improvements to enhance efficiency and client experience
Represent the bank in the community, fostering relationships with local leaders and key stakeholders
WHAT YOU SHOULD HAVE:
5-7 years of education and financial services experience
Strong understanding of small business operations, financial principles, and the banking industry
Proven ability to build trust and establish relationships with clients and team members
Exceptional written and verbal communication skills
Demonstrated sales and negotiation expertise to meet or exceed revenue goals
Skilled in analyzing financial data and aligning solutions with client needs
Proficient at identifying and resolving client issues and operational challenges
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.
$34k-53k yearly est. 32d ago
VP/Senior Wealth Advisor
Bell Bank 4.2
Fargo, ND job
This position serves as a Wealth Advisor in the Wealth Management Division by effectively managing the delivery of superb wealth management and financial planning services to clients. This position focuses on business development and comprehensive financial planning for Wealth Management clients and prospects. This position works in conjunction with the internal team (Wealth Management Advisors, Wealth & Fiduciary Advisors, Bell Investments Wealth Advisors, Portfolio Managers, and Retirement Plan Consultants) as well as clients and external outside advisors such as attorneys and CPAs. This position assists and collaborates with Wealth Management Advisors in financial planning and account management.
Primary Duties:
Business Development
Bell Bank Wealth Management Advisors are responsible for maintaining and growing existing relationships and leading in the development of new client relationships.
Duties include managing the delivery of wealth management services to the client. This will involve maintaining regular and proactive communication with the client, and working in consultation with the client's other advisors.
Community involvement and professional networking are encouraged and expected in order to foster strong relationships.
Wealth Management Advisors have a broad and deep understanding of sophisticated financial planning and investment strategies.
Financial Planning
Gather financial information and prepare presentations for prospect and client meetings.
Collaborate with team members regarding client service needs and investment management.
Participate in the monitoring of client accounts regarding asset allocation and cash flow needs.
Prepare for, conduct and follow up regarding client meetings, including:
Involvement in all aspects of pre-client meeting activities such as preparing meeting agendas, running reports, gathering client data, generating financial plans and making client recommendations.
Leading and/or participating in client meetings to present our capabilities, financial plans and recommendations to clients and prospects.
Involvement in all post-client meeting tasks such as generating and executing (where applicable) action items and following up until complete.
Conduct research and analysis with regard to client financial goals.
Partner with the client service team to coordinate the servicing of investment accounts, follow through on recommendations, the completion of financial transactions and the information needed for performance reports.
Maintain a high level of compliance standards at all times.
Adhere to the CFP Board's new Code of Ethics and Standards of Conduct at all times.
Client Relationships
Develop high touch client relationships through creating and presenting comprehensive financial plans, monitoring project timelines and collaborating with client advisory team.
Monitor and follow up on execution of transactions and completion of client projects.
Coordinate financial information with client fiduciaries, attorneys, CPAs, etc.
Perform additional tasks as needed including back office, operational, and administrative tasks related to the servicing of client relationships.
Bell Bank 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. and minimum of 5 years' experience in serving high net worth and/or institutional clients
Experience with sophisticated financial planning techniques and wealth management software
CERTIFIED FINANCIAL PLANNER™ designation preferred
Highly proactive with attention to detail, dependable, and extremely organized
Extensive knowledge of Microsoft Office Suite (Word, Excel, Access, PowerPoint)
Excellent problem solving, math and analytical skills
Ability to communicate professionally with others in a constantly changing work environment
Self-motivated, detail and quality oriented
Due to the nature of this position, must maintain a high level of confidentiality
Desire a career path affiliated with the CERTIFIED FINANCIAL PLANNER™ designation. Candidates will have attained the CFP designation, be working to satisfy the CFP requirements, or agree to enroll in a CFP program.
A “can do” attitude with ability to work well in a team environment and take ownership of tasks and deliverables, and is generally flexible and adaptive, willing to do whatever is needed to provide best in class client service.
A thirst for learning and knowledge, with the willingness and desire for career growth in a rapidly expanding wealth management firm.
$145k-214k yearly est. 1d ago
Commercial Lines Account Assistant
Bell Bank 4.2
Fargo, ND job
*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.
$28k-35k yearly est. 1d ago
Commercial Credit Analyst
First International Bank & Trust 3.3
Fargo, ND job
: Corporate * Bismarck, ND * Fargo, ND * Minot, ND * Sioux Falls, SD Salary Range: $40 - $55/hr 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. We're seeking a Commercial Credit Analyst who thrives on analyzing financial data, assessing credit risk, and supporting our commitment to responsible lending. If you're 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.
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