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Financial Advisor, Franchise

Synovus
United Statesfull_timeVerifiedPosted 14 May 2026

About the role

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.

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Company

Synovus

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