Treasury Management Advisor

Synovus • Birmingham, MI

1d

About The Position

The Treasury Management Advisor provides expert guidance and strategic support to clients in cash management, liquidity solutions, and financial risk mitigation. The role works with corporate clients to assess treasury needs, recommend tailored solutions, and support the effective implementation of treasury management products and services. The advisor collaborates with internal teams and senior leadership to deliver solutions that enhance client satisfaction and support organizational growth.

The position also includes client service, relationship management, employee development and performance-management duties, and responsibility for observing and reporting risks and potential violations. This description outlines the general nature and level of the work and is not a comprehensive inventory of all duties or qualifications.

Requirements

• Bachelor’s degree in business, finance, or a related field.
• At least 10 years of experience in treasury management, cash management, or corporate banking.
• Strong knowledge of treasury management products, industry regulations, and payment technologies.
• Proven track record of client relationship management and consultative sales.
• Excellent communication, problem-solving, and organizational skills.
• Experience with process improvement and project management.

Nice To Haves

• Professional certifications in treasury management or financial services are preferred.

Responsibilities

• Provide distinctive service to clients and prospects in person and by telephone, respond to inquiries, resolve issues, and support the standard of having calls answered by a live person within three rings.
• Assess clients’ treasury needs and advise on cash concentration, disbursement, fraud prevention, liquidity management, and other treasury management solutions; recommend customized products and services.
• Support clients through onboarding, implementation, and ongoing account management.
• Maintain current knowledge of industry trends, regulations, and product offerings.
• Collaborate with internal teams to resolve client issues and ensure client satisfaction.
• Train and educate clients on treasury management products.
• Identify business-growth opportunities and cross-sell additional services.
• Prepare reports and presentations for clients and senior management.
• Manage annual performance-management and merit processes for direct and indirect reports, as applicable; coach and develop team members and foster an engaged work environment.
• Work with Human Resources on employee relations, compensation, training, job postings, filling vacancies, and other HR matters.
• Observe applicable policies, procedures, laws, regulations, and risk limits, and promptly report known or suspected violations to the appropriate company authority.
• Address clients’ business and personal financial needs and refer them to specialty areas such as Trust, Investments, Insurance, and Treasury Management, as appropriate.
• Assist other team members as needed to ensure distinctive service.
• Perform other related duties as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior