Treasury Management Consultant
Share
Job Location:
Scottsdale, AZ - USA
Monthly Salary:
Not Disclosed
Posted on:
23 hours ago
Vacancies:
1 Vacancy
Job Summary
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 value theexpertiseandskillsetseach team member provides and encouragecollaborationinnovation adaptability and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements andgrowthwe foster long-term relationships with clients andteam members. We are proud to be recognized as a Top Workplace bynumerousindustryand regionaloutlets.
CORE VALUES:Passion forExcellence::Success is NeverFinal:: Do theRightThing :: 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 YOULL BE DOING:
- Partner withaligned Business Advisors serving as second chair from a relationship management perspective
- Perform and lead client calls preparation proposal generationpresentation relationship reviews working capital analysis andinterpretation pricing proforma
- Identifyclient or prospect needs tocross sellTM products andservices. 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 Aleruss brand in the marketplace.
- Meet regularly with each Business Advisors to review portfolioidentifytop clients for relationship reviews and cross sell opportunities
- Training and education of BusinessAdvisorsof TM services
- Maintain pipeline in Salesforce
WHAT YOU SHOULD HAVE:
- Bachelors degree or equivalent combination of education and/or related experience in the financialindustry
- 10yearsofpreviousexperience 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:
- Competitivecompensationincludingbasesalarybonusand/or incentiveopportunities.
- Comprehensivebenefitspackageprovidingawide range ofhealth and well-beingbenefits including medicaldental visionlifeandlong-termdisability insurance; and401(k)andESOPfor retirement savings.
- Generous paid time off programssuch asflexible time offcompany-paid holidaysparentaland bereavement leave.
- Learning and development resourcesfor personal and professionalcareer development and advancement opportunities.
- Access to financial experts for guidance financial wellness tools anddiscountson Alerus products and services.
- Support for the communities we live in through paid volunteer time and a company donation match opportunity.
WORK ENVIRONMENT:Workistypicallyperformed in an office setting. Theemployeeisregularly required tosit for extended periods of employeeis occasionallyrequired tomove about the officeutilizingproper ergonomic safeguards when doing theemployee mustoccasionally 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 andvaluediversity at our do not discriminateon the basis ofrace religion color national origin gender sexual orientation age marital status veteran status or disability status.
Required Experience:
Contract
Key Skills
- Project Management Methodology
- Project / Program Management
- Change Management
- Order Management System
- Business Analysis
- Visio
- Data Management
- Project Management
- Metadata
- Management Consulting
- Data Analysis Skills
- Taxonomy
About Company
Achieve financial confidence with Alerus Financial's expert guidance and innovative solutions, offering Comprehensive Financial Services for Business and Personal Success.
