Treasury Management Consultant

Alerus • Scottsdale, AZ

3d • Onsite

About The Position

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.

Requirements

• Bachelor's degree or equivalent combination of education and/or related experience in the financial industry
• 10+ years of previous experience in Treasury Management
• Customer service and sales experience
• Familiar with and comfortable working with technology and online banking systems

Nice To Haves

• Willingness and aptitude to study for and obtain AAP, APRP, or CTP designation preferred

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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees