Synovus

Treasury Management Client Onboarding & Implementation Consultant II (Remote)

REMOTEPosted 23 days ago

Job summary

  • Job post source

    This job is directly from Synovus

  • Job overview

    The Treasury Management Client Onboarding & Implementation Consultant II at Synovus manages the onboarding and implementation of treasury services, ensuring a smooth customer experience and supporting sales and operations teams.

  • Responsibilities and impact

    The role involves managing customer agreements and documentation, verifying accurate service implementation, providing customer training, coordinating with sales and operations, identifying cross-sell opportunities, and maintaining compliance with bank policies.

  • Experience and skills

    Requires at least three years of Treasury Management experience, strong knowledge of treasury applications and products, excellent communication and organizational skills, customer service orientation, proficiency with banking systems and Microsoft Office; a bachelor's degree and financial services experience are preferred.

  • Work environment and culture

    Synovus promotes an inclusive work environment and expects employees to be aware of and adhere to risk policies and regulations within their roles.

  • Company information

    Synovus is a financial services company committed to providing treasury management products and services with a focus on customer satisfaction and regulatory compliance.

  • Job location and travel

    This is a remote position, allowing work from any location.

  • Unique job features

    The job offers a consultative onboarding experience, cross-functional collaboration, and involvement in special projects and system conversions.

Company overview

Synovus is a financial services company primarily engaged in commercial and retail banking, investment services, and mortgage banking. They generate revenue through interest income from loans, fees from banking services, and investment advisory fees. Founded in 1888 in Columbus, Georgia, Synovus has grown through strategic acquisitions and organic growth, becoming a significant player in the Southeastern United States. The company is known for its community-focused approach and robust customer service, making it a reputable choice for both clients and employees.

How to land this job

  • Position your resume to highlight your three or more years of Treasury Management experience, emphasizing familiarity with Treasury Management applications, products, and services to align with Synovus' core requirements.

  • Emphasize your strong communication skills, organizational abilities, and customer service experience, showcasing your capability to manage multiple tasks and provide a consultative onboarding experience.

  • Apply through multiple channels including Synovus' corporate careers website and LinkedIn to maximize your visibility and chances of securing the Treasury Management Client Onboarding & Implementation Consultant II role.

  • Connect with current Synovus employees in the Treasury Management or Client Onboarding divisions on LinkedIn; ice breakers could include asking about recent product implementations or expressing interest in how they manage client onboarding challenges.

  • Optimize your resume for ATS by incorporating keywords from the job description such as 'Treasury Management,' 'customer onboarding,' 'implementation,' 'cross-sell opportunities,' and 'customer service,' ensuring your resume passes initial automated screenings.

  • Consider using Jennie Johnson's Power Apply feature, which automates tailored resume submissions, identifies multiple application portals, and suggests relevant LinkedIn connections, allowing you to focus your energy on interview preparation and networking.

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