Treasury Management Consultant for Commercial Deposits

Alerus Financial; Eagan (MN); Sur place; USD 120 000 - 140 000; Plein temps

Résumé du poste

Alerus Financial in Minnesota seeks a Treasury Management Consultant to drive sales and service of commercial deposit products and treasury management services. You will work with relationship managers, lead client calls, and cross-sell TM offerings while ensuring top-tier onboarding and client satisfaction.

Ideal candidates have 10+ years in Treasury Management, a bachelor's degree, and a willingness to pursue AAP, APRP, or CTP designations. Strong service and sales skills are essential.

Qualifications

• Bachelor's degree or equivalent combination of education and experience in financial industry.
• 10+ years of Treasury Management experience.
• Willingness to study for AAP, APRP, or CTP designation.
• Customer service and sales experience.
• Familiar with technology and online banking systems.

Responsabilités

• Partner with Business Advisors from a relationship management perspective.
• Lead client calls, prepare proposals, present materials, and perform valuations.
• Identify client needs to cross-sell treasury management products.
• Coordinate with TM implementation for smooth onboarding.
• Deliver excellent client experience and enhance brand.
• Meet with Advisors to review portfolios and cross-sell opportunities.
• Maintain Salesforce pipeline.

Connaissances

Relationship management

Sales experience

Customer service

Technology familiarity

Online banking systems

Formation

Bachelor's degree or equivalent

Outils

CRM systems

Description du poste

Alerus Financial in Minnesota seeks a Treasury Management Consultant to drive sales and service of commercial deposit products and treasury management services. You will work with relationship managers, lead client calls, and cross-sell TM offerings while ensuring top-tier onboarding and client satisfaction.

Ideal candidates have 10+ years in Treasury Management, a bachelor's degree, and a willingness to pursue AAP, APRP, or CTP designations. Strong service and sales skills are essential.