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

Eagan
1515 Central Parkway
Eagan, MN 55121, USA

Eagan
1515 Central Parkway
Eagan, MN 55121, USA

Shoreview
4100 Lexington Ave
Shoreview, MN 55112, USA

Shoreview
4100 Lexington Ave
Shoreview, MN 55112, USA

WHO ARE WE : Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achievetheirfinancialgoals. We are driven by a shared commitment to always do the right thing;leading with integrity and providing valued advice and guidance to our clients.We value theexpertiseandskillsetseach team member provides and encouragecollaboration,innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements andgrowth,we foster long-term relationships with clients andteam members. We are proud to be recognized as a Top Workplace bynumerousindustryand regionaloutlets.

CORE VALUES: Passion forExcellence::Success is NeverFinal:: Do theRightThing :: One Alerus

ABOUT THE ROLE:

The Treasury Management Consultant (TMC)is responsible forthe sales and servicing of commercial deposit products and treasury management services. Working closely with commercial relationship managers, the TMC will act as the subject matter expert including takingaholistic approachwith both prospects and existing clients for onboarding of new commercial relationships to cross sale opportunities of existing clients. The TMCis responsible forall aspects of account fulfillment for commercial deposit products and prospect for new business and work in partnership with aligned commercial relationship managers. Will act as a resource for retail and small business customers when needed.

WHAT YOU’LL BE DOING:

• Partner withaligned 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 andinterpretation, pricing proforma.
• Identifyclient or prospect needs tocross-sellTM products andservices.
• Workwith 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,identifytop clients for relationship reviews and cross sell opportunities.
• Training and education of BusinessAdvisorsof TM services.
• Maintain pipeline in Salesforce.

WHAT YOU SHOULD HAVE:

• Bachelor’s degree or equivalent combination of education and/or related experience in the financialindustry.
• 10+yearsofpreviousexperience 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.

WHAT WE BRING TO THE TABLE:

• Comprehensivebenefitspackageprovidingawide range ofhealth and well-beingbenefits, including medical,dental, vision,lifeandlong-termdisability insurance; and401(k)andESOPfor retirement savings.
• Generous paid time off programssuch asflexible time off,company-paid holidays,parentaland bereavement leave.
• Learning and development resourcesfor personal and professionalcareer development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, anddiscountson Alerus products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT: Workistypicallyperformed in an office setting. Theemployeeisregularly required tosit for extended periods of time.The employeeis occasionallyrequired tomove about the officeutilizingproper ergonomic safeguards when doing so.Additionally, theemployee mustoccasionally liftormovesuppliesand materialsupto 20 pounds.

BASE PAY RANGE:

$120,000 - $140,000 annually

The above information in this description has been designed toindicatethe general nature and level of work performed by employees in this position. It is not designed tocontainor be interpreted as an exhaustive list of all responsibilities, duties,and qualificationsrequired ofemployees assigned to this job.

Alerus is an equal opportunity employer andvaluediversity at our company.We do not discriminateon the basis ofrace, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Qualifications

Skills

Behaviors

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Motivations

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Education

Experience

Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.