Senior Treasury Management Consultant

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

Benefits offered by this job

Benefits package

401(k) & ESOP

Paid time off

Career development

Volunteer program

Job summary

Alerus is seeking a Treasury Management Consultant to drive sales and service of commercial deposit products and treasury management services. The role partners with Commercial Relationship Managers to onboard new relationships and explore cross-sell opportunities across existing clients.

You will lead client calls, prepare proposals, perform working capital analyses, and maintain the Salesforce pipeline, while delivering superior client experiences and supporting TM initiatives.

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.
• Perform and 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

Treasury Management

Customer service

Technology aptitude

Education

Bachelor's degree

Tools

Salesforce

Job description

Alerus is seeking a Treasury Management Consultant to drive sales and service of commercial deposit products and treasury management services. The role partners with Commercial Relationship Managers to onboard new relationships and explore cross-sell opportunities across existing clients.

You will lead client calls, prepare proposals, perform working capital analyses, and maintain the Salesforce pipeline, while delivering superior client experiences and supporting TM initiatives.