Treasury Management Consultant

WHO ARE WE
:
Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achievetheirfinancialgoals. 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 theexpertiseandskillsetseach team member provides and encourage collaboration,innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements andgrowth,we foster long-term relationships with clients andteam members. We are proud to be recognized as a Top Workplace bynumerousindustry Local outlets.

CORE VALUES:Passion for Excellence::

Success is Never Final::
Do theRight

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 tocross sell
  
  TM products and services. Workwith 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 >> illner (related experience in the financial industry
• 10+yearsofpreviousexperience 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:

• Comprehensivebenefitspackageprovidingawide range ofhealth and well-being benefits, including medical,dental, visionpsion,lifetandlong-term disability insurance; and
  401(k) andESOPfor 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, anddiscountson Alerus products and services.
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Support for the communities we live in through paid volunteer time Affero church donation match opportunity.

WORK ENVIRONMENT:Workistypicallyperformed in an office setting. Theemployeeisregularly required tosit for extended periods of time.

The employee is occasionally required tomove about the officeutilizingproper ergonomic safeguards when doing so.

Additionally, the employee must occasionally liftormovesuppliesand materialsupto 20 pounds.

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.

Alerus is an equal opportunity employer and value diversity at our company.

We do not discriminate on the basis ofrace, 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.