Treasury Management Analyst

Synovus; Birmingham (AL); On-site; USD 90,000 - 130,000; Full time

Job summary

Synovus is seeking a Treasury Management Analyst to service treasury management clients and support onboarding and implementation of treasury services. You will guide clients on Online Banking, Remote Deposit, ACH, Wire Transfers, and Positive Pay while partnering with TM Advisors and Financial Advisors to ensure program success.

The role requires deep knowledge of treasury management operations, strong client service skills, and the ability to handle multiple tasks in a fast-paced environment

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software.
• Broad knowledge of bank products and services.
• Knowledge of federal and state banking regulations (Check 21, NACHA).
• Excellent client service, interpersonal, and communication skills.
• Ability to work in a fast-paced environment with high accuracy and time management.

Responsibilities

• Provide distinctive service to clients and prospects, by phone or in person.
• Assist with onboarding and implementation of treasury management services.
• Ensure accurate pricing as services are added or changed.
• Collaborate with TM Advisors, Financial Advisors, and Operations for implementations.
• Educate clients on Online Banking, Remote Deposit, ACH, Wire Transfers, Positive Pay, and related features.
• Support training, enrollments, inquiries, and issue resolution.

Skills

Microsoft Office

Treasury Management

Analytical skills

Client service

Communication

Education

High School Diploma

College degree preferred

Job description

Job Summary

A Treasury Management Analyst should demonstrate commitment to delivering distinctive service. This position will be responsible for servicing the ongoing needs of our treasury management clients. The role will assist clients with the onboarding and implementation process, ensuring they understand how to use treasury management services such as Online Banking, Remote Deposit, ACH, Wire Transfers, Positive Pay, ACH Block & Filter, etc. The Treasury Management Analyst will partner with Treasury Management Advisors and Financial Advisors to ensure the overall success of the treasury management program.

Job Duties and Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Implement treasury management products and services in accordance with policies and procedures. Ensure pricing is accurate as services are added, altered, or removed. Partner with Operations during the implementation of new treasury management services and as needed when servicing treasury management clients. Assist clients in using specific features of systems and services. Provide training to clients as needed. Handle limit increases in accordance with policies and procedures. Research and resolve issues for clients. Work to uncover root cause for issues and determine how to prevent repeat occurrences. Partner with peers, operations and IT as needed. Test new services and system features as enhancements and upgrades to our systems are implemented. Assist team members and peers as needed to ensure delivery of distinctive service, including but not limited to online enrollments, support calls, responding to client messages, training, and implementations. Engage in constructive feedback with a positive attitude. Build strong partnerships with TM advisors and support all sales and servicing activities. Proactively look for opportunities that will impact the overall success of the TM team. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.

Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Minimum Education: High School Diploma or Equivalent -- College degree is preferred.

Minimum Experience: Minimum of 10 years' experience in financial services; minimum 5 years' treasury management experience, specifically Account Analysis, ACH Lockbox, Online Banking, Positive Pay, Remote Deposit, Sweep, Wire Transfer.

Required Knowledge, Skills & Abilities: Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Knowledge of Treasury Management operations. Broad knowledge of bank products and services. Knowledge of federal and state banking regulations and compliance requirements related to treasury management, specifically Check 21, NACHA rule and guidelines. Effective interpersonal skills, including verbal and written communication skills. Proven analytical ability and attention to detail. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Ability to work independently and prioritize daily tasks. Must be flexible, multi-task and prioritize daily tasks, with effective time-management skills to meet deadlines. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.

Synovus is an equal opportunity employer committed to fostering an inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Applicants with Disabilities: All interested and qualified candidates are invited to apply for employment opportunities with Synovus. If you are an applicant with a disability who is unable to use our online tools to search and apply for jobs, please contact us at [e-mail].

Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank

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