• Deliver excellent client experience for treasury management users through telephone and email channels along with assisting internal staff with client questions. • Ensure proper documentation is obtained for purposes of accurate client setup and future audit of work processes in the TM division. • Ensures complete client satisfaction through active partnership with TM Consultants, TM Specialists, third party vendors and other internal departments to provide timely response to service requests. • Process implementation set-ups for treasury management products and services by completing new client requests and providing in-depth training of treasury management services. • Completing maintenance requests to existing clients, follow up with clients accordingly, and ensuring the most accurate and timely execution of high-quality customer service. • Actively participate in courses through Alerus University and internal meetings, along with reading published materials to maintain and enhance professional skills. • Handle the exchange of information, technical questions, and client concerns confidently and independently possess the ability to recognize sales opportunities and refer to TM Consultants as appropriate.

• Evaluates, accepts, rejects or modifies new and renewal accounts within the established underwriting guidelines. Handle and make rapid decisions and problem solving on commercial risks. • Reviews and evaluates property inspections and makes the necessary recommendations for risk improvement. Review property valuation reports, fire brush reports and other related underwriting reports to determine acceptability and needs to modify account. • Reviews and processes endorsements and cancellations within limits of authority and according to established guidelines. • Accompanies Marketing and meet with existing and potential agents to develop relationships and generate additional business. • Communicates effectively with colleagues in underwriting and all support areas in order to meet the insurance needs of customers. • Evaluates and processes reinsurance placements. • Must be available for standard work hours Monday - Friday 8am-5pm PT

• Serve as the primary advisor for a cohort of nursing students, from onboarding through graduation • Build strong relationships with students to drive engagement, retention, and program completion • Proactively identify at-risk students and intervene early to improve outcomes • Provide 1:1 coaching sessions to support study skills, time management, and clinical readiness • Help students understand program expectations, schedules, and clinical requirements • Work closely with instructors, clinical coordinators, and operations teams to ensure a seamless student experience • Support students in navigating Stepful’s LMS, virtual classroom tools, and other required technology platforms

• Assist with process mapping activities across all Grow Financial business units. • Documentation, data gathering and analysis. • Assistance on other Business Transformation projects. • Frequent collaboration with other areas of the credit union expected.