Joshua Allen

Experience

1. Sr Treasury Management Sales Associate

   Synovus

   Mar 2025 — Present

   Responsible for developing and managing relationships with existing and potential clients, focusing on treasury management products and services, and driving revenue growth through consultative sales and relationship management. Key Responsibilities:Build strong, long-term relationships with clients, understanding their financial needs and goals. Identify and Pursue Opportunities:Proactively identify and pursue new business opportunities within the treasury management space, including cross-selling and referrals. Provide expert advice and solutions to clients, helping them optimize their cash flow, working capital, and treasury operations. Possess a strong understanding of Synovus\'s treasury management products and services, including payment solutions, cash management, and risk management tools. Drive revenue growth within the treasury management segment by achieving sales targets and exceeding expectations. Support the onboarding of new clients and provide ongoing support and service to existing clients. Work collaboratively with internal teams, including other bankers, product specialists, and operations staff, to ensure seamless client service. Adhere to all relevant banking regulations and Synovus policies and procedures. Stay up-to-date on industry trends and best practices in treasury management