Financial Advisor, Franchise

Posted 4 Days Ago
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Nashville, TN, USA
In-Office
Expert/Leader
Fintech • Payments • Financial Services
The Role
The Financial Advisor manages the execution of the Wholesale Bank strategy, develops client relationships, analyzes financial data and ensures compliance, while leading team development and strategy implementation.
Summary Generated by Built In
Job Summary & Responsibilities

Job Summary:

Directs the National Accounts and Syndications (bought and sold) lines of business, Wholesale Bank sales management and Salesforce analytics business development efforts, and client services for the Wholesale Bank. Partners with the COO in setting and managing the execution of the Wholesale Bank strategy for these lines to expand Synovus' revenue opportunities with operating companies having revenues -$35MM. Encourages a culture of cooperation and cross-sell expectations with the Community and FMS Banking Groups.

Job Duties and Responsibilities:

  • Works with the COO Wholesale Banking and other Wholesale and senior bank leaders to develop and lead the execution of effective strategies to capture new banking business, emphasizing new relationships with customers having -$35MM in annual customer revenue. Executes the Wholesale Banking strategy to expand profitable Synovus relationships, and encourages cross-selling opportunities with Community and FMS banking groups.
  • Directs BDO identification of market opportunities that are consistent with business strategy and takes appropriate action to capitalize on those opportunities. Partners with the Credit Risk Management teams to ensure the appropriate level of risk assessments are being performed on all potential commercial business activities for the identified LOB, and that all risks identified are mitigated in accordance with standard operating procedures. May serve as a resource on company committees establishing, reviewing and setting policies and procedures.
  • Employs established methods or techniques in the analysis of financial data. Uses knowledge of financial data, including history, strengths, and weaknesses, to evaluate potential solutions to situations. Develops, implements, and monitors action plans to ensure the attainment of financial goals. Uses objective financial and business analyses to evaluate the returns and risks of business choices. Analyzes and integrates trends and patterns to determine the root causes of problems and identify solutions. Evaluates short and long-term implications of decisions. Accurately forecasts growth, costs, and business challenges.
  • Optimizes execution and results. Uses the advantage of company size, internal and external resources, and talent to achieve success. Develops and communicates logical, convincing justifications, including lessons learned, that build commitment and support for perspectives and initiatives. Listens to, leverages, and promotes the diverse ideas, perspectives, and contributions of others on the team. Serves as an advocate for proactive planning and continuous improvement; creates an environment where everyone is held accountable for achieving goals and results. Makes sure desired change initiatives and priorities are implemented appropriately. Assesses actual performance results against goals and objectives, adjusting tactical and operational plans accordingly.
  • Promotes ethics and compliance; builds and sustains an environment where adherence to and reinforcement of the highest standards of integrity and ethics are the norm. Identifies opportunities and takes action to enhance compliance within own organization. Ensures Corporate Leads and Corporate Bankers receive the communication and instruction needed to act in accordance with policies and procedures. Promotes reputation and social responsibility; seeks and maintains external relationships and alliances, strengthening the company's impact on and reputation in the community. Serves as a credible spokesperson, representative, and sponsor of the company to the public and the community.
  • Consults with the HR Business Partners to develop and implement talent strategies to attract and maintain a highly skilled and engaged workforce by diagnosing capability gaps; recruiting, selecting, and developing talent; supporting mentorship, workforce development, and succession planning and supporting associate efforts in these areas. Keeps HR informed about strategic business plan initiatives that requires HR support.
  • Provides leadership, direction and growth opportunities to members of the department, performing those responsibilities in accordance with the Company's policies and applicable laws. Responsible for interviewing, hiring, planning, assigning or directing work, appraising performance, disciplining team members and resolving problems. Works with the Human Resources Department to resolve more complex team member-related issues.
  • 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.

Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Preferred Qualifications

Minimum Education:

  • Bachelors Degree in Business Administration, Finance, Accounting, or related field

Minimum Experience:

  • Twelve years of job specific work experience with demonstrated professional growth and achievement in an organization of comparable size, business diversity, scope and complexity

Required Knowledge, Skills, & Abilities:

  • Minimum of 12 years proven and progressive Middle Market or Corporate Banking lending/credit experience
  • Experience managing a Middle Market or Corporate Banking teams
  • Manages successful relationships with senior executives, regulators, key stakeholders and customers
  • Demonstrated experience calling on large public and private companies, and managing large portfolios of complex credit relationships
  • Extensive experience in the areas of loan structuring and approval, credit analysis, underwriting, and portfolio management
  • Experience developing loan strategy and credit policies
  • Advanced knowledge of credit review tools and their applications
  • Advanced knowledge of federal and state credit regulations
  • Experience implementing enterprise-wide initiatives

Skills Required

  • Bachelors Degree in Business Administration, Finance, Accounting, or related field
  • Twelve years of job specific work experience
  • Minimum of 12 years proven and progressive Middle Market or Corporate Banking lending/credit experience
  • Experience managing a Middle Market or Corporate Banking teams
  • Demonstrated experience calling on large public and private companies
  • Experience developing loan strategy and credit policies
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The Company
HQ: Columbus, Georgia
4,707 Employees
Year Founded: 1888

What We Do

Synovus is a full-service, top-performing mid-cap bank with over $57 billion in assets and $7.3 billion in capital and has been named one of Newsweek’s Most Trustworthy Companies. Our purpose is to enable people to reach their full potential, and we pursue that aspiration in all the communities we serve across the Southeast and beyond. Whether you’re a prospect, client, or team member, we know you have goals you want to reach. We’ll help you get there

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