Treasury Management Analyst
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Key skills for this role
Key Skills for This Role
Full Job Posting
Full-time/Part-time
Full-time
Shift
First
Location
- Remote, GA, USA
- Oversee the implementation of treasury solutions, including technical requirements for file transmissions. Ensures projects are delivered on time, within scope, meet client expectations, and communicated to all relevant internal and external parties. Oversees the deployment of identified solutions, ensuring requirements are clear to the client, including file formats and customization as applicable.
- Documents integration processes to adhere to Synovus and vendor requirements. Coordinates and conducts the testing phase to ensure solutions meet expected quality standards. Manages client and internal partner expectations by establishing timeliness and dependencies with the goal to collectively exceed client expectations.
- Ensures clients and internal partners are clear on the expectations of the implementation process which includes but not limited to setup, testing services, and transition to appropriate customer service support. Assesses scope of client requests in partnership with sales and technical sales consultants to ensure translation of business requirements into detailed technical specifications for treasury services.
- Demonstrate creative problem solving and sound judgment, while being empowered to escalate when necessary for continued client satisfaction. Maintain comprehensive project documentation, including plans, reports, and professional, timely client communications. Document internal processes and customization of requirements.
- Oversees the deployment of technical treasury products in partnership with Treasury Onboarders and Treasury Sales team. Ensures integration processes adhere to Synovus and vendor requirements and standards. Ensures consistent communication between all key stakeholders to coordinate testing phases to meet expected quality standards.
- 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 Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Requirements
- Strong technical background and project management expertise
- Understanding and ability to interpret file specifications
- Ability to translate customer/system requirements
- Strong organizational skills
- Strong customer service skills
- Professional and effective communication skills
- Problem solving and negotiation skills
- Ability to work well in a team environment
- Proficiency using word processing and spreadsheet software programs
Additional Information
Preferred Education, Experience, Certifications, Knowledge, Skills, & Abilities:
Bachelor's degree
Four years of treasury management experience with an emphasis on reading and mapping files, file transmission protocols (SFTP, FTP), and complex product implementations
Project Management Professional (PMP) or other project management certification
Passion for learning and remaining abreast of technology advancements and industry trends
About Synovus Bank
Financial services provider offering retail and commercial banking solutions.
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