Treasury Management Advisor

Synovus • Savannah, GA

7d

About The Position

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

Requirements

• Bachelor's degree in business, finance, or a related field
• Minimum of 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

• Advise clients on treasury management solutions, including cash concentration, disbursement, fraud prevention, and liquidity management
• Assess client needs and recommend customized products and services
• Support clients through onboarding, implementation, and ongoing account management
• Maintain up-to-date knowledge of industry trends, regulations, and product offerings
• Collaborate with internal teams to resolve client issues and ensure satisfaction
• Provide training and education to clients on treasury management products
• Identify opportunities for business growth and cross-selling additional services
• Prepare reports and presentations for clients and senior management

What This Job Offers

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