Treasury Management Sales Analyst

Synovus•Murfreesboro, TN

About The Position

The Treasury Management Sales Analyst supports Treasury Management Advisors in their sales roles by preparing proposals, treasury reviews, pricing pro forma documents, account diagrams, and updated treasury management exhibits for existing clients. The role provides service to clients and prospects, supports sales discussions and product demonstrations, and helps advisors develop client solutions and position Pinnacle Financial Partners as a lead treasury provider. The analyst is expected to understand clients’ businesses, strategies, and industries, as well as competitors’ capabilities. The role also includes identifying cross-sell opportunities, sharing feedback with product management, referring clients to other specialty areas when appropriate, and complying with applicable policies, procedures, laws, regulations, and risk limits. This description indicates the general nature of the work and is not a comprehensive inventory of all duties.

Requirements

Minimum 10 years of experience in financial services.
Minimum five years of experience in treasury management-related areas, such as Account Analysis, ACH, Lockbox, Online Banking, Positive Pay, Remote Deposit, Sweep, or Wire Transfer.
Proficiency in Microsoft Office (Word, Excel, and PowerPoint) or related software.
Knowledge of Treasury Management products, services, and/or operations.
Knowledge of federal banking regulations related to treasury management, specifically Check 21 and NACHA rules and guidelines.
Effective interpersonal skills, including verbal and written communication skills.
Proven analytical ability and attention to detail.
Ability to work independently and prioritize daily tasks.
Excellent client service skills.
Tact and diplomacy in dealing with clients and team members.
Ability to stand and sit for prolonged periods; use manual dexterity; communicate verbally; maintain visual acuity; perform repetitive motion; and hear.
Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
Ability to sustain long periods of mental concentration.

Nice To Haves

College degree preferred, in a finance- or business-related field.
CTP (Certified Treasury Professional), another relevant professional certification, or progress toward certification.

Responsibilities

Provide distinctive service to clients and prospects in person and over the 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.
Assist with Requests for Proposal by researching responses, preparing proposal formats, creating pricing pro forma documents, and printing and binding materials as needed.
Prepare Treasury Reviews by confirming clients’ current services and volumes, researching online banking usage, recommending service additions or changes, and creating account schematics.
Update Treasury Management documentation, including Exhibits, when clients modify or add accounts and services.
Understand client business environments, strategies, and industries to help Treasury Management Advisors determine solution recommendations.
Understand competitors’ capabilities and gaps and help advisors position against them.
Provide ongoing feedback to product management to support innovation and client satisfaction.
Review account analysis with existing clients and assist in identifying and recommending cross-sell opportunities.
Partner on outside sales calls to discuss implementation processes and assist with product demonstrations where needed.
Help build business cases for clients to support positioning Pinnacle Financial Partners as their lead treasury provider.
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.
Observe applicable policies, procedures, laws, regulations, and role-specific risk limits, and report known or suspected violations to the appropriate Company authority in a timely manner.
Perform other related duties and responsibilities as assigned.