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Alerus · 1 day ago

Treasury Management Consultant

Phoenix, Arizona, United States

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Alerus is a commercial wealth bank and national retirement provider focused on helping clients achieve their financial goals. The Treasury Management Consultant is responsible for sales and servicing of commercial deposit products and treasury management services, working closely with relationship managers to onboard new commercial relationships and enhance client experiences.

BankingFinancial ServicesVenture Capital

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

Qualification

Treasury ManagementSales ExperienceCustomer ServiceFinancial Industry ExperienceTechnology ProficiencyCommunication SkillsTeam CollaborationProblem SolvingAdaptability

Required

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

Preferred

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

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.