Treasury Management Consultant

About Us

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.

• 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, taking a holistic approach with both prospects and existing clients for onboarding new commercial relationships and cross-selling opportunities. The TMC is responsible for all aspects of account fulfillment for commercial deposit products, prospecting for new business, and partnering with aligned commercial relationship managers. Will act as a resource for retail and small business customers when needed.

Responsibilities

• Partner with aligned Business Advisors, serving as second chair from a relationship management perspective.
• Perform and lead client call preparation, proposal generation, presentation, relationship reviews, working capital analysis and interpretation, and 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.
• Provide training and education to Business Advisors on TM services.
• Maintain pipeline in Salesforce.

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.
• 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.

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.
• 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.

Pay

Base Pay Range: $120,000 - $140,000 annually