Treasury Management Advisor

Synovus; Tallahassee (FL); On-site; USD 110,000 - 170,000; Full time

Job summary

Synovus in Florida seeks an Area Manager - Client Services to lead the firm's activities in the Tallahassee region, driving safety, soundness, and growth while mentoring a diverse team. This role focuses on delivering exceptional service and ensuring regulatory adherence across the area.

You will oversee client service standards, recruit and develop staff, and coordinate with executives to align local operations with the firm’s strategy, while ensuring regulatory compliance and exceptional

Qualifications

• Extensive management/team leadership experience required.
• Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software.
• Knowledge of federal and state banking regulations and compliance.
• Broad knowledge of bank products and services; may require NMLS and FINRA licensing.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Develop and maintain a high-retention, cross-functional team culture.
• Develop and maintain personal knowledge of the market to deliver effective advice.
• Help implement the overall business strategy within the geographic area of responsibility.
• Collaborate with Regional President and other officers to achieve business plans.
• Assist in recruiting and hiring new team members for the area and other regions.
• Identify client needs and refer to other firm partners as appropriate.
• Provide leadership and support for all lines of business.
• Meet clients' financial needs and refer to Trust, Investments, Insurance, Treasury Management as needed.
• Support teammates to ensure delivery of distinctive service.
• Perform other related duties as assigned.

Skills

Management experience

Microsoft Office

Banking regulations

Banking products & services

Education

College degree in finance or business

Tools

NMLS Licensing

FINRA Licensing

Job description

Job Summary

An Area Manager - Client Services should demonstrate commitment to delivering distinctive service. This position will be responsible for overall leadership of the Firm's activities in the assigned geographic area to ensure safety and soundness. This position is accountable for the development of team members, operations, profitability and growth of the area of responsibility, client retention, and achievement of service standards.

Job Duties and Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
• Achieve and maintain a working environment conducive to the development and motivation of qualified, productive, cross-functional team members with a 95% retention rate.
• Develop and maintain personal knowledge of market to ensure delivery of effective advice.
• Helps develop and implement the overall business strategy of the firm, its culture and mission statement within the geographic area of responsibility.
• Works closely with the Regional President and other officers of the firm to help assure achievement of the business strategy and plan for the firm.
• Assist in the recruitment and hiring of new team members for their area of responsibility and other areas of the firm.
• Identify client needs and recommend other partners within the Firm.
• Provide leadership and support for all lines of business.
• Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
• Assist other team members as needed to ensure delivery of distinctive service.
• Perform other related duties and responsibilities as assigned.

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: College degree is required -- finance or business-related.

Minimum Experience: Minimum of 15 years' experience in financial services with a minimum of 10 years' progressively responsible professional/managerial experience.

Required Knowledge, Skills & Abilities:

• Extensive management/team leader experience required.
• Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
• Knowledge of federal and state banking regulations and compliance.
• Broad knowledge of bank products and services. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check. Additionally, this position may require FINRA licensing/certifications.

Additional Information

Synovus is an equal opportunity employer committed to fostering an inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Applicants with Disabilities: All interested and qualified candidates are invited to apply for employment opportunities with Synovus. If you are an applicant with a disability who is unable to use our online tools to search and apply for jobs, please contact us at [e-mail] .

Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank