Treasury Management Sales Analyst

Synovus Bank•Tallahassee, FL

18h

About The Position

The Treasury Management Sales Analyst supports Treasury Management Advisors in sales activities by preparing proposals, treasury reviews, pricing pro forma documents, account diagrams, and documentation for clients changing or adding services. The role provides service to clients and prospects, supports sales calls and product demonstrations, and helps advisors develop client solutions and position Pinnacle Financial Partners as clients’ lead treasury provider. The analyst is expected to understand clients’ businesses and industries, treasury products and services, and competitors’ capabilities. The role also provides feedback to product management, identifies potential cross-sell opportunities, refers clients to other specialty areas as appropriate, and contributes to distinctive service and the firm’s risk and compliance responsibilities. The description notes that duties may include other related responsibilities and is not an exhaustive list.

Requirements

Minimum of 10 years of experience in financial services.
Minimum of 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, verbal communication, 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 when dealing with clients and team members.
Ability to perform the described physical activities, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and activities such as bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
Ability to sustain long periods of mental concentration.

Nice To Haves

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

Responsibilities

Provide distinctive service to clients and prospects in person and by telephone, respond to inquiries, and resolve client issues.
Support the firm-wide standard of answering phones with 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 current services and volumes, researching online banking use, recommending service additions or changes, and creating account schematics.
Update Treasury Management documentation, including Exhibits, when clients modify or add accounts and services.
Understand clients’ business environments, strategies, and industries to help advisors determine solution recommendations.
Understand competitors’ capabilities and gaps and help advisors position against competitors.
Provide ongoing feedback to product management to support innovation and client satisfaction.
Review account analysis with existing clients and help identify and recommend cross-sell opportunities.
Partner on outside sales calls to discuss implementation processes and assist with product demonstrations when needed.
Help build business cases supporting Pinnacle Financial Partners as clients’ lead treasury provider.
Help meet clients’ business and personal financial needs and refer them to specialty areas as appropriate.
Assist other team members to ensure distinctive service and perform other related duties as assigned.
Observe relevant policies, procedures, laws, regulations, and risk limits, and report known or suspected violations to the appropriate company authority in a timely manner.