The Role
Originate and execute corporate & investment banking relationships for designated industry sectors, leading lending, capital markets, treasury and advisory transactions. Prepare financial models, pitches, and offering memoranda; coordinate cross-functional deal teams; ensure regulatory compliance; mentor junior staff; support special projects and business development.
Summary Generated by Built In
Job Summary & Responsibilities
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.Preferred Qualifications
Minimum Experience: 6+ years of job-specific work experience in the Corporate & Investment Banking space Regular office environment;
Required Knowledge, Skills & Abilities:
Job Summary:
Responsible for executing the strategy for new and/or existing Corporate & Investment Banking relationships for a designated industry segment(s) by facilitating, preparing, structuring, and fulfilling new business development activities within syndicated and bilateral lending, capital markets, treasury management, and other corporate services. Responsible for assessing client needs and utilizing a consultative approach for financial solutions, transaction execution, and advisory strategies. Responsible for driving pitch origination and managing deal execution with leadership team. Assists in day-to-day industry team and broader Corporate & Investment Banking operations and special projects, as needed. Supports the management and mentoring of junior team members, as needed.
Job Duties and Responsibilities:
Responsible for executing the strategy for new and/or existing Corporate & Investment Banking relationships for a designated industry segment(s) by facilitating, preparing, structuring, and fulfilling new business development activities within syndicated and bilateral lending, capital markets, treasury management, and other corporate services. Responsible for assessing client needs and utilizing a consultative approach for financial solutions, transaction execution, and advisory strategies. Responsible for driving pitch origination and managing deal execution with leadership team. Assists in day-to-day industry team and broader Corporate & Investment Banking operations and special projects, as needed. Supports the management and mentoring of junior team members, as needed.
Job Duties and Responsibilities:
- Working with senior bank leaders, helps develop and support the execution of effective strategies to originate and execute a wide variety of lending, public/private capital, and advisory mandates in the designated industry sector(s). This includes the preparation of detailed financial models, pitches, offering memoranda and other presentations.
- Collaborates with business partners such as credit, capital markets, treasury management, corporate trust, wealth management, and other line-of-business segments to develop and deliver comprehensive client solutions.
- Coordinates the efforts of cross-functional deal teams including underwriters, analysts, and team members, responsible for providing financial and statistical data to determine and support client credit worthiness and/or transaction viability.
- Helps ensure all transactions and processes are in compliance with regulatory and firm guidelines, policies and procedures.
- Maintains a high standard of integrity, ethics and compliance. Identifies opportunities and takes action to enhance compliance within own organization. Promotes reputation and social responsibility; seeks and maintains external relationships and alliances, strengthening the firm's impact on and reputation in the community and the industry. Represents Pinnacle in a positive and professional manner.
- Provides guidance and counsel to junior team members as part of their ongoing growth and development. Participates in special projects as required.
- 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 Firm 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 Education: Bachelor's degree in Business, Finance, Accounting, Economics or related field; or an equivalent combination of education and experience.
Minimum Experience: 6+ years of job-specific work experience in the Corporate & Investment Banking space Regular office environment;
Required Knowledge, Skills & Abilities:
- May sit for long periods of time;
- May stand for long periods of time;
- Talk and hear regularly;
- Climb, Bend, Kneel, Crouch, or Crawl Regularly;
- Use of hands, ability to reach;
- Ability to see objects up close or at a distance, use peripheral vision, identify basic colors;
- Up to 10 pounds weight lifting/force exertion required;
- Weight/force exertion required less than 25% of the time;
- Travel required 25% -50% of the time;
- Driver's license not required
Skills Required
- Bachelor's degree in Business, Finance, Accounting, Economics or related field (or equivalent experience)
- 6+ years of job-specific experience in Corporate & Investment Banking
- Experience originating and executing syndicated and bilateral lending, capital markets, and advisory transactions
- Ability to prepare detailed financial models, pitches, offering memoranda, and presentations
- Experience coordinating cross-functional deal teams and collaborating with credit, capital markets, treasury management, and other partners
- Knowledge of regulatory and firm compliance requirements for transactions
- Ability to mentor and provide guidance to junior team members
- Willingness to travel 25%–50% of the time
Synovus Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Synovus and has not been reviewed or approved by Synovus.
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Parental & Family Support — Fully paid 12‑week parental and adoption leave is highlighted for eligible mothers and fathers, indicating strong support for family needs. This policy is repeatedly positioned as a standout element of the package.
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Leave & Time Off Breadth — PTO is available from the first day of service and scales with tenure, pointing to accessible and growing time‑off availability. Company materials indicate companywide PTO policies rather than ad‑hoc discretion.
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Equity Value & Accessibility — An employee stock purchase plan includes a 15% company match on contributions (up to a 7% cap by service), providing accessible equity participation beyond base pay. This feature is presented as a notable value‑add in the package.
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The Company
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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