Commercial Banking Associate - Government Nonprofit

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES: Passion for Excellence:: Success is Never Final :: Do the Right Thing :: One Alerus

ABOUT THE ROLE:

The Commercial Banking Associate provides critical support to Government and Nonprofit Relationship Managers specializing in deposit clients, ensuring exceptional service delivery to Government Nonprofit deposit clients and select high-deposit commercial clients. With a strong focus on detail and organization, this position serves as the operational backbone of the team, helping to maintain smooth client relationships and internal coordination.

WHAT YOU'LL BE DOING:

• Serve as a point of contact with GNP/commercial clients being a liaison between relationship managers and clients, ensuring timely responses and follow-ups; Coordinate client meetings, events, and follow-up activities.
• Support relationship management efforts by preparing briefing materials and client insights. Assist in onboarding new GNP/commercial clients and maintenance efforts, including documentation and compliance coordination.
• Provide outstanding service to our government and non-profit deposit clients, addressing inquiries, resolving issues, and assisting with various banking needs; Includes understanding the specific regulatory and operational requirements of these entities.
• Perform accurate and timely account maintenance tasks, including opening new accounts, updating client information, and processing transactions, oversee the request and fulfillment process for client checks and debit cards.
• Ensure adherence to KYC, CIP, CDD, BSA processes, policies and regulatory requirements.
• Perform Commercial Deposit Signature Card and Master Resolution maintenance.
• Track sales pipeline activity using CRM tools, support the preparation of credit packages, proposals, and term sheets.
• Coordinate with credit, treasury, and operations teams to ensure smooth deal execution.
• Collaborate closely with GNP Relationship Managers, providing comprehensive administrative and operational support to help them manage and grow their client portfolios within the government and nonprofit sectors; includes monitoring reports, gathering client documentation, and assisting with client follow-ups, often involving complex financial structures and Treasury Management structures, attending and preparing meeting minutes, researching and compiling market and industry relevant data, compiling leads/prospect lists, identifying networking/sales support events for in-market RMs.
• Assist in the planning and execution of client events, networking opportunities, and internal team meetings, ensuring smooth logistics and a professional presentation that caters to the government and non-profit community.
• Help format and prepare professional proposals for government and non-profit clients, ensuring accuracy, clarity, and adherence to brand guidelines, as well as specific Request for Proposal (RFP) requirements.
• Monitor, coordinate, and (in many cases), act as the first point of contact to ensure clients requested GNP/commercial, investment, ARB and Treasury Management referrals are seamlessly transitioned; support general partner management efforts, internally and externally and coordinate internal resources and third parties/vendors.
• Responsible for managing the accuracy of data within internal applications across partner departments.
• Demonstrated proficiency in SharePoint, Microsoft Office Suite, Salesforce and Power BI.

WHAT YOU SHOULD HAVE:

• Associate's degree or equivalent combination of education and/or related experience in the financial services industry.
• 1+ year of government, nonprofit, or commercial administration and/or deposit/investment experience.
• Understanding of commercial deposits, bank operations, products and services, business entity structure and documentation.
• Capacity to manage and stay organized while working with high volume, time sensitive transactions with proven time management, problem-solving skills and resourcefulness.
• Ability to be flexible, implement continuous change and demonstrate a positive attitude.
• High level of commitment to accuracy and detail.
• Effective written and verbal communication skills.
• High level of discretion, professionalism and collaboration skills.
• Proactive, detail-oriented, resourceful and thrives in a fast-paced, client-focused environment.

WHAT WE BRING TO THE TABLE:

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• Comprehensive benefits package provides a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

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.