Capital Markets Analyst

Synovus•Nashville, TN

About The Position

The position is responsible for servicing the ongoing needs of treasury management clients and delivering distinctive client service. It assists clients with onboarding and implementation and helps them understand treasury management services, including Online Banking, Remote Deposit, ACH, Wire Transfers, Positive Pay, and ACH Block & Filter. The role partners with Treasury Management Advisors, Financial Advisors, and Operations to support the success of the treasury management program.

Requirements

High school diploma or equivalent.
At least 10 years of experience in financial services.
At least 5 years of treasury management experience, specifically with Account Analysis, ACH Lockbox, Online Banking, Positive Pay, Remote Deposit, Sweep, and Wire Transfer.
Proficiency 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 and NACHA rules and guidelines.
Effective interpersonal, verbal, and written communication skills.
Analytical ability and attention to detail.
Ability to work accurately in a fast-paced environment and under pressure.
Ability to work independently, prioritize daily tasks, multitask, and manage time effectively to meet deadlines.
Excellent client service skills and tact and diplomacy when dealing with clients and associates.
Ability to meet the described physical demands, including prolonged sitting and standing, manual dexterity, communication, visual acuity, repetitive motion, hearing, and other listed physical activities.

Nice To Haves

College degree.

Responsibilities

Provide distinctive service to clients and prospects in person and by telephone, respond to inquiries, and resolve client issues.
Support the firm-wide three-ring standard by helping ensure phones are answered by a live person within three rings.
Implement treasury management products and services in accordance with policies and procedures, ensuring accurate pricing when services are added, altered, or removed.
Partner with Operations during implementation of new treasury management services and when servicing clients.
Help clients use system and service features, provide training as needed, and handle limit increases in accordance with policies and procedures.
Research and resolve client issues, identify root causes, and work to prevent repeat occurrences in partnership with peers, Operations, and IT.
Test new services and system features as system enhancements and upgrades are implemented.
Assist team members with online enrollments, support calls, client messages, training, implementations, and other service needs.
Engage in constructive feedback with a positive attitude.
Build strong partnerships with Treasury Management Advisors and support sales and servicing activities; proactively identify opportunities to contribute to the Treasury Management team's success.
Address clients' business and personal financial needs and refer them to specialty areas such as Trust, Investments, Insurance, and Treasury Management, as appropriate.
Perform other related duties and responsibilities as assigned.