Senior Treasury Management Consultant

Alerus

Saint Paul (MN)

On-site

USD 120,000 - 140,000

Full time

14 days+

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Job summary

Alerus is seeking a Treasury Management Consultant to lead sales and service of commercial deposit products and treasury management services. You’ll collaborate with commercial relationship managers, onboarding new clients and cross-selling opportunities while ensuring excellent account fulfillment.

The role requires deep Treasury Management experience, strong client interaction skills, and a 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.
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.