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Synovus · 1 month ago

Treasury Mgt Premier Service Account Manager - Onsite, Roswell or Columbus M-F 9-6

Columbus, GA

Full-time

Onsite

Mid Level

3+ years exp

Synovus is a financial services company, and they are seeking a Treasury Mgt Premier Service Account Manager to serve as the primary contact for top tier Treasury clients. The role focuses on maintaining client accounts, building relationships, and ensuring high customer satisfaction while troubleshooting and resolving any issues related to Treasury solutions.

BankingFinanceFinancial Services

Responsibilities

Provides consultative approach to top clients as an extension of the Treasury Management sales team. Greets customers over the phone and establishes a connection. Develops rapport while providing an outstanding personalized customer experience

Makes outbound calls to clients to build relationships and provide proactive notifications regarding upcoming conversion events, significant changes related to Treasury campaigns or new product offerings. Utilizes analytical skills to ensure next steps are clear and concise for the betterment of the client's course of action

Executes a full evaluation of the client's current solutions and provides guidance to consider additional services that can add value for the client's needs. Ensures clients understand the solutions, benefits and value. Provides training to clients for full competency on treasury solutions

Conducts proper analysis and maintenance of accounts for an operational and technical aspect of complex treasury solutions. Provides clear and concise documentation while achieving the highest level of quality care. Regularly meets with other team members to discuss progress and find new ways to improve business

Partners with sales, support, operations to execute a superior level of support to top Treasury clients. Identifies opportunities to add efficiency and automation to current processes in partnership with the sales team

Complies with all communications and directives in a timely manner. Communicates with leadership and team members in support of a positive and collaborative team environment. Performs all duties in compliance with policies, processes, regulations and requirements

Troubleshoot treasury product gaps, errors and issues. Engages product and operations partners as needed

Escalates urgent matters to management and communicates status in a timely manner to clients and partners

Participates in special projects to ensure the client experience continues to evolve for profitable long-term clients

Identifies cross-sell, up-sell and renewal opportunities via referral to sales team to ensure continuous support for growth of client successes and improvement

Assists clients with inquiries and provides issue resolution in a professional and composed manner. Listens carefully to clients to understand the full scope of the inquiry

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

Qualification

Treasury ManagementClient Relationship DevelopmentProject ManagementProblem-SolvingElectronic File FormatsInterpersonal SkillsIndependent Work

Required

High school diploma or equivalent

Three years of treasury payment services customer service experience, troubleshooting, researching and resolving errors or issues on Treasury platforms including experience building and nurturing relationships with clients and partners, encouraging new and repeat business opportunities

Knowledge of Treasury Management product and service with emphasis on accelerated payables and receivables

Project management skills to plan, execute and complete a project

Problem-solving skills

Ability to work independently with a clear plan of action to ensure work is prioritized and deadlines are met

Strong interpersonal skills including client relationship development