Senior Treasury Management Consultant

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

Benefits offered by this job

Comprehensive benefits

Paid time off

Professional development

Employee discounts on services

Job summary

Alerus Financial Corporation in Eagan, MN is seeking a Treasury Management Consultant to drive the sales and servicing of commercial deposit products and treasury management services. You will work with commercial relationship managers to onboard new relationships and cross-sell to existing clients, ensuring smooth transitions and robust client support.

Ideal candidates will have a bachelor’s degree and 10+ years in Treasury Management, plus willingness to pursue AAP, APRP or CTP.

Qualifications

• Bachelor’s degree or equivalent combination of education and/or related experience in the financial industry.
• 10+ years of previous experience in Treasury Management.
• 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 Advisor 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

Customer service

Sales experience

Technology aptitude

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Job description

Alerus Financial Corporation in Eagan, MN is seeking a Treasury Management Consultant to drive the sales and servicing of commercial deposit products and treasury management services. You will work with commercial relationship managers to onboard new relationships and cross-sell to existing clients, ensuring smooth transitions and robust client support.

Ideal candidates will have a bachelor’s degree and 10+ years in Treasury Management, plus willingness to pursue AAP, APRP or CTP.