Description
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:
This position is responsible for leadership and management of the records department and information management program within Alerus. This position oversees the storage, maintenance, reproduction, protection, and disposition of all records. Additionally, they will foster a client-centric culture, ensuring proper staffing, motivating and inspiring team members to high performance, continuous improvement throughout the department, accuracy of data maintained in the various systems, overall compliance with regulatory guidelines and bank policy, and adherence to the budget.
WHAT YOU'LL BE DOING:
Manages staff, hiring, coaching, mentoring, time off, and salary change events for the records team.
Motivates and inspires others to execute effective and efficient client-centric processes.
Plans, develops and administers records management policies designed to facilitate effective and efficient handling of business records and other information.
Designs, implements, maintains and evaluates existing systems and processes to protect and secure critical records and information.
Develop, document, and monitor retention/destruction schedules and practices for all types of files and documents on all manner of media.
Ensures that financial, legal or administrative requirements and regulations are met.
Assist the legal department in document retention efforts in connection with litigation holds, subpoena requests and similar matters, as needed.
Provides training to staff who require access or have responsibility for maintaining records.
Ensures SLAs are met; processes and vendors are continuously evaluated to improve scale, cost and client service.
Develops and maintains a culture of continuous improvement and meets or exceeds annual operational goals and SLAs.
Develops and maintains good working relationships with team members across the enterprise as well as with vendors.
Assists with development and monitoring of annual budgets while effectively managing expenses.
Stays up to date on industry changes as they relate to regulations, software changes, and industry trends.
WHAT YOU SHOULD HAVE:
Bachelor's degree in business administration, records management/information systems or related field preferred.
Certified Records Associate (CRA) required or achieved within 1 year of hire date.
Two-year degree with 3 years of professional and records system experience acceptable.
Working knowledge of various filing systems, records management applications, and retention schedules required.
Minimum 1-2 years managing and directing teams.
Preferred experience in financial services industry.
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 ...For full information see follow application link.
Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.