Treasury Management Solutions Center Specialist

Treasury Management Solutions Center Specialist

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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.

The Treasury Management (TM) Solutions Center Specialist handles inbound client interactions and assists with the implementation of new TM products and services. Works directly with TM client and internal team members to provide first point of contact support to their TM service needs. As the first point of contact, this position is responsible for the assessment of need, determining best approach to address client concerns, and working with the client to remedy any issues associated with TM services.

Will focus on issues resolution and high client satisfaction as well as escalation of conversations when immediate servicing needs cannot be accomplished.

• Deliver excellent client experience for treasury management users through telephone and email channels along with assisting internal staff with client questions.
• Ensure proper documentation is obtained for purposes of accurate client setup and future audit of work processes in the TM division.
• Ensures complete client satisfaction through active partnership with TM Consultants, TM Specialists, third‑party vendors and other internal departments to provide timely response to service requests.
• Process implementation set‑ups for treasury management products and services by completing new client requests and providing in‑depth training of treasury management services.
• Completing maintenance requests to existing clients, follow up with clients accordingly, and ensuring the most accurate and timely execution of high‑quality customer service.
• Actively participate in courses through Alerus University and internal meetings, along with reading published materials to maintain and enhance professional skills.
• Handle the exchange of information, technical questions, and client concerns confidently and independently and possess the ability to recognize sales opportunities and refer to TM Consultants as appropriate.

• 3‑5 years of experience in banking or treasury management.
• Demonstrated client service or customer service utilizing phone and email systems.
• Ability to problem‑solve and prioritize multiple tasks with strong attention to detail.
• Proven ability to adapt to a fast‑paced, changing environment.
• Ability to effectively communicate with all levels of the organization, strong verbal, and written skills.

• 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 is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is…