Gregory Skrzypek
Treasury Management Advisor
- Role
- Treasury Management Advisor at Pinnacle Financial Partners
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Gregory Skrzypek
Experienced Treasury Management professional with a demonstrated history of working in…
Experience
Treasury Management Advisor
Jun 2024 — Present · Atlanta, GA, US
Provide distinctive service to clients by introducing them to Treasury Management (TM) services. Assist associates by providing education about TM services and resolving service issues to help minimize client impact. Ensure that all client documentation needed to begin any Treasury Management service is complete and coordinate implementation with TM Analysts. Present information in an accurate and professional manner to clients and prospects related to the TM services that provide the best solutions for any client situation. Meet all the client’s financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Credit, etc. as appropriate.
Skills
- Management
- Cold Calling
- Sales
- Credit
- Series 6
- Insurance
- Credit Analysis
- Portfolio Management
- Loans
- Microsoft Excel
- Leadership
- Account Management
- Salesforce.com
- Financial Structuring
- Recruiting
- Series 63
- Underwriting
- Negotiation
- Market Analysis
- Notary Public
- Banking
- Risk Management
- Financial Analysis
- Finance
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