Senior Treasury Management Consultant

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

Benefits offered by this job

Medical, dental, vision, life and long

401(k) and ESOP

Job summary

Alerus Financial is seeking a Treasury Management Consultant to lead sales and onboarding of commercial deposit products and treasury management services. You will partner with commercial relationship managers to cross-sell opportunities and deliver a seamless client experience.

This role demands deep Treasury Management expertise, a commitment to exceptional customer service, and the ability to manage relationships with mid-market clients.

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

Cross-selling

Client calls

Sales analysis

Pricing proforma

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

Alerus Financial is seeking a Treasury Management Consultant to lead sales and onboarding of commercial deposit products and treasury management services. You will partner with commercial relationship managers to cross-sell opportunities and deliver a seamless client experience.

This role demands deep Treasury Management expertise, a commitment to exceptional customer service, and the ability to manage relationships with mid-market clients.