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Alerus · 1 month ago

Treasury Management Solutions Center Specialist

Arizona, United States

Full-time

Onsite

Mid Level

$22/hr - $30/hr

3+ years exp

Alerus is a commercial wealth bank and national retirement provider focused on helping clients achieve their financial goals. The Treasury Management Solutions Center Specialist is responsible for providing first point of contact support to clients, ensuring their satisfaction with treasury management services, and collaborating with internal teams to resolve issues.

BankingFinancial ServicesVenture Capital

Responsibilities

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 possess the ability to recognize sales opportunities and refer to TM Consultants as appropriate

Qualification

Treasury management experienceClient service skillsProblem-solving abilityAttention to detailVerbal communicationWritten communicationAdaptability

Required

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

Benefits

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.