Senior Commercial Treasury Solutions Consultant

Alerus Financial; Minnetonka (MN); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Generous paid time off

Learning and development resources

Financial wellness tools

Volunteer time & donation match

Job summary

Alerus Financial in Minnetonka, MN seeks a seasoned Treasury Management Consultant to lead sales and servicing of commercial deposit products and treasury management services. You will collaborate with commercial relationship managers to onboard new relationships and identify cross-sell opportunities, handling account fulfillment and client transitions.

The role emphasizes client experience, strong banking technology literacy, and readiness to pursue professional designations.

Qualifications

• Bachelor's degree or equivalent combination of education and/or related experience in the financial industry.
• 10+ years of Treasury Management experience.
• Willingness and aptitude to study for and obtain AAP, APRP, or CTP designation preferred.
• Customer service and sales experience.
• Familiar with and comfortable working with technology and online banking systems.

Responsibilities

• Partner with aligned Business Advisors, serving as second chair from a relationship management perspective.
• Lead client calls preparation, proposal generation, presentation, relationship reviews, working capital analysis and interpretation, pricing proforma.
• Identify client or prospect needs to cross-sell TM products and services.
• Work with TM implementation to ensure a smooth transition to Alerus and attend transition calls with clients as needed.
• Deliver an excellent client experience and enhance Alerus's brand in the marketplace.
• Meet regularly with each Business Advisors to review portfolio, identify top clients for relationship reviews and cross sell opportunities.
• Training and education of Business Advisors of TM services.
• Maintain pipeline in Salesforce.

Skills

Relationship management

Sales experience

Customer service

Presentation skills

Pricing and proforma analysis

Education

Bachelor's degree in finance or related field

Tools

Salesforce

Online banking systems

Job description

Alerus Financial in Minnetonka, MN seeks a seasoned Treasury Management Consultant to lead sales and servicing of commercial deposit products and treasury management services. You will collaborate with commercial relationship managers to onboard new relationships and identify cross-sell opportunities, handling account fulfillment and client transitions.

The role emphasizes client experience, strong banking technology literacy, and readiness to pursue professional designations.