Treasury Management Consultant

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

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Generous paid time off

Learning and development resources

Financial wellness tools

Volunteer time & donation match

Job summary

Alerus Financial in Minnetonka, MN seeks a seasoned Treasury Management Consultant to lead sales and servicing of commercial deposit products and treasury management services. You will collaborate with commercial relationship managers to onboard new relationships and identify cross-sell opportunities, handling account fulfillment and client transitions.

The role emphasizes client experience, strong banking technology literacy, and 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.
• 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

Customer service

Presentation skills

Pricing and proforma analysis

Education

Bachelor's degree in finance or related field

Tools

Salesforce

Online banking systems

Job description

WHO ARE WE

Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. 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 the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES

Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus

ABOUT THE ROLE

The Treasury Management Consultant (TMC) is responsible for the 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 taking a holistic approach with both prospects and existing clients for onboarding of new commercial relationships to cross sale opportunities of existing clients. The TMC is responsible for all 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 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.

WHAT YOU SHOULD HAVE

• 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.

WHAT WE BRING TO THE TABLE

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT

Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

BASE PAY RANGE

$120,000 - $140,000 annually

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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.