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Treasury Management Specialist

Employer
Alerus Financial
Location
Oakdale, Minnesota
Salary
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Job Details

Position Summary:
The Treasury Management Specialist is responsible for the sales of commercial deposit products and cash management services. Working closely with the Treasury Management Specialist Lead, Treasury Management Specialists, New Business Deposit Developers, and retail and commercial sales staff, the Treasury Specialist will act as the subject matter expert for commercial services and sales of deposit accounts.

This individual will prospect for new business and recommend efficient treasury and cash management processes. This position is responsible for the account fulfillment of commercial products and services. This individual will also act as a resource for retail and small business customers.

Essential Responsibilities:
Job Function 1: Sell Deposit Products and Services - 40%
  • Develop comprehensive understanding of commercial deposit products and services including attributes, delivery, pricing and servicing.
  • Identify and generate new sales leads for both current and prospective customers.
  • Prospect and identify target markets for commercial sales.
  • Conduct account analyses and cash flow analysis to provide recommendations of appropriate products and pricing for new business customers.
  • Identify and recommend product extension opportunities through customer reviews.
  • Coordinate and provide account fulfillment for new sales.

Job Function 2: Provide Customer Support - 20%
  • Provide technical support for ACH related customer issues, remote deposit services, positive pay customer issues and other business online related setup and support.
  • Interview customers to determine product needs related to electronic payments and deposits for commercial services setups and access.
  • Train commercial services customers on new product setups.

Job Function 3: Provide Daily Support to Sales Team - 15%
  • Become an "expert" for deposit product questions related to both commercial and retail products.
  • Work with Business Advisors to coordinate, prepare, and present periodic customer reviews of large deposit customers.
  • Field requests from Business Advisor sales staff to conduct customer account analysis to determine appropriate product set for customer needs.
  • Train both retail and business bankers on deposit products and services.

Job Function 4: Compliance and Audit Items - 15%
  • Understand and act as a resource for deposit compliance requirements.
  • Work to resolve current deposit audit issues.
  • Be alert to changing deposit compliance requirements
  • Manage existing client portfolio risk and perform risk underwriting related to TM services.

Job Function 5: Professional and Personal - 10%
  • Stay abreast of emerging developments in the banking, treasury management and payments industry.
  • Maximize available learning opportunities for personal and professional development.

Position Requirements:
Qualifications:
  • Bachelor's degree in related field or 5 years of experience in the financial services industry.
  • Customer service or sales experience.
  • Familiar with and comfortable working with technology.
  • Willingness to study for and obtain AAP, APRP, CTP, or other industry designation.
  • Prior work experience with online banking systems.

Personal Characteristics:
  • Proven interpersonal skills.
  • Self-motivated.
  • Work well in team environment.
  • Goal oriented.
  • Good written and verbal communication skills.
  • Excellent 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.

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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