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Treasury Management Associate

Employer
Alerus Financial
Location
Phoenix, Arizona
Salary
Join our team!

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Industry
Financial Services and Banking
Role
Manager
Job Type
Long-Term
Hours
Full Time
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Job Details

Position Summary:
The Treasury Management Associate is responsible for supporting Treasury and Business Advisors in enhancing existing relationships and developing new business opportunities. Working closely with the Treasury Management Specialist Lead, Treasury Management Advisors, and Business Advisors, the Treasury Management Associate will act as the subject matter expert for executing treasury management agreements and completing the setup for treasury management products. This position is also responsible for the account fulfillment and onboarding of commercial deposit clients.

Essential Responsibilities:
Job Function 1: Client Experience, Service and Retention - 50%
  • Work closely with treasury advisors, business advisors, product specialists, and others as necessary to fulfill commercial clients' financial needs.
  • Update CRM software to capture client activity, schedule required follow-up actions, and effectively onboard commercial clients.
  • Keep client team informed of sensitive client issues and client requests.
  • Provide effective communication to inquiries from external and internal clients accurately and timely, tracking in the CRM and keeping the advisor informed as necessary.
  • Complete setup of cash management services on business online platform, positive pay platform and remote deposit platform.
  • Perform risk assessment to determine exposure limits for both business and retail clients, and complete temporary and permanent limit change requests.
  • Review analysis statements after onboarding to ensure accuracy of monthly service fees or for identifying discontinued services.
  • Monitor and respond to customer requests stored in Refund NOT OD category of Ops Discussion database. All requests received prior to 11:00 am will be responded to by noon and all requests received prior to 4:00 pm will be responded to prior to end of business day.
  • Occasionally may perform technical product demonstrations via webinar.
  • Conduct training onsite or via Webex for clients requesting new services or needing additional training on existing services.

Job Function 2: System Support - 30%
  • Perform testing of new and existing vendor/ treasury applications and systems.
  • Stay current on trends that impact Alerus' relevancy in the competitive space of treasury.
  • Conduct testing for reported Treasury product issues and determine appropriate solutions to resolve the issues.
  • Participate in special projects and initiatives as directed by management.
  • May provide direction, mentorship or support to other team members as appropriate.
  • Develop and maintain Treasury manual and R&R to ensure that all processes are documented and updated.

Job Function 3: Treasury Management Account Fulfillment - 20%
  • Work with Treasury Management Advisors to support and assist in the sale of new treasury products and services.
  • Coordinate and provide account fulfillment for new and existing treasury management services.
  • Draft and execute agreements for treasury management services.
  • Create and maintain customer profile in Deposit Product Discussion database.
  • Ensure signed agreements are properly stored in Nautilus for all cash management setups.
  • Complete Annual ACH and RDC annual reviews as required by compliance.
  • Complete Annual merchant card review.

Position Requirements:
Qualifications:
  • Bachelor's degree in Business, Finance, or related field or equivalent work experience required.
  • Minimum 3 years of financial services experience required, 5 or more years preferred.
  • Previous experience utilizing CRM software to track and manage sales opportunities
  • Proficient working with Excel, Word and Powerpoint.
  • Proficient working with technology and different computer systems.
  • Demonstrated record of proven sales ability and client service abilities.

Personal Characteristics:
  • Established interpersonal and negotiating skills.
  • Attention to detail.
  • Ability to manage the stressful nature of work and maintain professional composure, attitude, and behavior at all events.
  • Proven problem solver.
  • Work well in team environment.
  • Proven written and verbal communication skills.
  • Time management skills.

Physical Demands - Must be met with or without a reasonable accommodation:
  • Extended periods of time sitting at a desk and using office equipment.
  • Ability to operate a personal computer/laptop for approximately 8 hours per day.
  • Extended time is spent reviewing physical and electronic documents.
  • The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
  • Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.
  • Will spend most of time in an indoor environment.

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Company

Alerus is a company that will challenge you to be at your best and where your efforts have real, tangible effects. Our culture is one of collaboration, innovation, forward-thinking, and giving back. And, as a growing company with a presence in markets from New Hampshire to Arizona, we offer a broad range of opportunities for you to travel the career path that matches your abilities, interests, and goals.

What is the current company culture like?

While our footprint spans North Dakota, Minnesota, Arizona, New Hampshire, and Michigan, we still operate like a small company. In other words, every single person on our team matters. Our employees create our culture.

What skills, education, and experiences does your ideal candidate(s) have? Each position has their own specific requirements and qualifications. In addition to those, Alerus seeks people who live out our fundamental beliefs every day: do the right thing, cherish people, empower with knowledge, respect everyone, serve with passion, and embrace change.

How would you describe the company leadership/team management? Alerus has a diverse executive and leadership team. Each leader comes with a wealth of experience and knowledge within their field to help their teams succeed. Alerus leaders, including our C*Suite executives, maintain regular communication with employees on company updates and goals.

Where do you see the company/organization in the upcoming years? Alerus has bank and office locations in North Dakota, Minnesota, Michigan, New Hampshire and Arizona. While we continue to serve our clients in these states we also look to grow our national footprint to best serve clients wherever they may live.

What do you feel candidates need to know about the company before applying? Alerus is more than just a bank and offers many products for our clients including personal & business banking, mortgages, wealth management and retirement savings. We continue to grow and expand but still maintain and operate with a small business feel. We would not have continued success without our employees and all the hard work they do to serve our clients with passion.

See the current Alerus job openings below!

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