Treasury Management Sales Analyst

Synovus•Tallahassee, FL

About The Position

The Treasury Management Sales Analyst supports Treasury Management Advisors in sales activities and helps deliver distinctive service to clients and prospects. The role prepares proposals, treasury reviews, pricing pro forma documents, account schematics, and updated Treasury Management documentation for clients modifying or adding accounts and services. The analyst also supports client solution recommendations, product demonstrations, implementation discussions, and cross-selling efforts. Team members are expected to follow applicable policies, procedures, laws, regulations, and risk limits, and to report known or suspected violations promptly. The position may also involve other related duties as assigned.

Requirements

At least 10 years of experience in financial services.
At least 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 perform the physical activities described, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, and hearing; bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping; and prolonged mental concentration.

Nice To Haves

College degree preferred, especially in a finance- or 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 over the telephone; respond to inquiries and resolve client issues.
Support the firm-wide three-ring standard by helping ensure calls 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 current client services and volumes, researching online banking usage, recommending service additions or changes, and creating account schematics.
Update Treasury Management documentation, including Exhibits, as clients modify or add accounts and services.
Understand clients’ business environments, strategies, and industries to help Treasury Management Advisors develop solution recommendations.
Understand competitors’ capabilities and gaps and help Treasury Management Advisors position against them.
Provide feedback to product management to support product innovation and client satisfaction.
Review account analysis with existing clients and help identify and recommend cross-sell opportunities.
Partner on outside sales calls to support implementation discussions and assist with product demonstrations when needed.
Help build business cases positioning Pinnacle Financial Partners as clients’ lead treasury provider.
Help meet clients’ business and personal financial needs and refer them to appropriate specialty areas.
Assist other team members as needed to ensure distinctive service.
Observe applicable policies, procedures, laws, regulations, and risk limits, and report known or suspected violations to the appropriate Company authority in a timely manner.
Perform other related duties as assigned.