Supervisor, Retirement Distributions

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

Oversee/supervise a team of distribution processors, as well as various other projects.  Help foster a cohesive team by directing workflow, supporting strong communication and displaying proper judgement and leadership to ensure timely execution of distributions.  Work with manager to implement consistent policies and procedures.

WHAT YOU’LL BE DOING

• Oversee the day-to-day activities of the Distribution team to ensure team standards are met.
• Be an active resource for the team, by understanding all team functions and responsibilities, assisting when and where needed.
• Manage the employee life cycle, including interviewing, hiring, and training staff; conduct regular performance reviews; plan and participate in team meetings, employee appreciation, and team events.
• Provide coaching, development, and support to team to ensure timely and accurate execution of daily functions, while meeting regulatory compliance.
• Continually improve processes that enhance the client experience and build scale, assisting with planning, development, and implementation.
• Provide quality, accurate and timely responses to escalated inquiries from external and internal clients, maintain positive working relationships and open lines of communication.
• Assist and/or lead any system upgrades, conversion, acquisition, deconversion, and projects that affect the area.

WHAT YOU SHOULD HAVE

• Minimum of 5 years of extensive recordkeeping/trust experience in operations.
• Bachelor’s degree or equivalent combination of education and/or related experience in the financial industry.
• Proven leadership, management and direct supervisory skills with ability to work independently while supporting a collaborative, team orientated environment.
• Excellent analytical and problem-solving orientation and attention to detail.
• Demonstrated ability to identify process improvements and ability to accept, support and implement continuous change.
• Highly organized and detail-oriented with the ability to prioritize workflow of self and others and coordinate activity as an effective team member to meet deadlines and make effective decisions under pressure.
• Strong passion for internal and external client satisfaction, creative and consistently maintains a positive attitude.

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

$55,000 - $62,000 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.