Teams at Alerus

Supports consumer and commercial deposit products and EFT processing (wires, ACH, debit cards, checks). Reviews account documentation, resolves exceptions, handles client requests, provides system administration, maintains procedures, and implements process improvements to ensure accurate, timely deposit operations.

Support Wealth Advisors by onboarding clients, handling transactions and account maintenance, documenting CRM interactions, ensuring regulatory-compliant documentation, reviewing accounts for compliance, communicating with clients and team members, and building knowledge of basic financial planning products.

Support Wealth Advisors by onboarding clients, handling transactions and account maintenance, documenting CRM interactions, ensuring regulatory compliance, reviewing accounts, and collaborating with advisors to meet clients' financial goals.