Treasury Management Onboarding & Implementation Consultant II

Job Summary

Services as the single point of contact throughout the duration of the onboarding experience by seamlessly executing on the implementing treasury services and products. Trains customers on the use of treasury products and services and provides a consultative approach to the onboarding experience. Coordinates with the operations team to ensure services meet customer expectations. Consistently communicates the status of implementation projects and requests to the Treasury Management sales team, operations and other applicable partners. Communicates any cross-sell opportunities to the sales team. Provides ongoing support to the treasury sales consultants and acts as a liaison between customers and service departments of the bank to support sales implementation and service issues. Interacts with various departments on an ongoing basis.

Job Duties and Responsibilities

• Controls and manages the initiation, execution and review of Treasury Management customer agreements, implementation service exhibits, and other related documents required for product implementation. Ensures customers complete all required documentation and documents are loaded in applicable systems correctly and within required timeframes.
• Verifies services are implemented accurately and within expected timeframes to ensure service fee revenue. Works with Information Technology to ensure direct file transmissions are implemented accurately and within established time frames. Communicates implementation progress to sales team as required.
• Monitors customer accounts to ensure customers receive services as requested and accounts comply with treasury management implementation procedures and bank policies. Submits all exception pricing in applicable systems.
• Provides customers with training demonstrations regarding treasury product installation, usage and troubleshooting of hardware and software. Coordinates refresher and any other training with the sales and/or operations team.
• Attends complex implementation calls as required. Escalates potential roadblocks early in the process.
• Ensures service and fulfillment related inquiries and requests are directed to the appropriate team and result in a highly satisfied customer experience. Communicates resolutions to customers and serves as a liaison between the customer and Operations.
• Identifies cross-sell opportunities and actively markets additional products to existing customers. Keeps abreast of product updates and documentation. Adheres to bank policies and procedures.
• Maintains strong working knowledge of bank products, procedures, regulatory requirements, and industry issues through continuing internal and external training.
• Contributes to special projects and system conversions as requested by manager.
• Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
• Performs other related duties as required.
• Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
• Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Minimum Education:

• High school diploma or equivalent.

Minimum experience:

• Three (3) years of Treasury Management experience.

Required Knowledge, Skills, & Abilities:

• Working knowledge of Treasury Management applications, products and services
• Strong written and verbal communication and organizational skills, and attention to detail
• Strong organizational skills with attention to detail
• Strong customer service skills demonstrating a high degree of sensitivity to customer concern
• Ability to work under pressure and manage multiple tasks
• Proficiency using and understanding banking systems and applications
• Strong desire to proactively take ownership of requests and tasks in an effort to exceed the customer experience
• Proficiency using Microsoft Office software products

Originally posted on Himalayas