Financial Advisor, Franchise

Synovus

About The Position

Directs, plans and leads the overall growth, management, and business development for Program Lending, including all related programs and initiatives. Directs the development of the strategic sales plan and goals. Communicates and implements all Program related efforts and initiatives throughout the Synovus footprint. Provides direct leadership and management for the Program Lending business development

Requirements

Bachelor's degree in Finance, Accounting, Business Administration or related discipline or an equivalent combination of education and experience
Twelve years extensive C&I and working with franchisee clients with a strong credit background
Strong verbal and written communication skills
Extensive credit and analytical skills

Responsibilities

Provides leadership and direction for all Program Lending functions and related business activities.
Collaborates with local bank leadership to establish the 3-5 year strategic plan for the Program Lending business, and leads the team to ensure cost effective, efficient and successful deployment of those plans with a focus on multi-unit franchisee owners and their corporate sponsors.
Develops and deploys effective Program Lending programs that increase the wallet share of clients. Creates customized financial solutions for the program.
Leads external business development activities through an active out-of-office calling program to acquire new Program Lending relationships, to expand our share of the wallet with existing clients, and to open up new markets. Stays abreast of the status of major customer accounts. Directly oversees or ensures processes are in place to effectively resolve any customer issues.
Serves as single point of contact when interacting with clients and partners for Treasury needs. Leads team in collaboration with Treasury to identify, market and present treasury and payment solution opportunities to well-established multi-unit franchisees across the Synovus footprint.
Oversees and is responsible for market growth goals across the division/region and financial performance of the Program Lending business. Prepares, justifies and administers budgets in accordance with company goals and strategies. Ensures expenses are accurately forecasted and modified in line with sales performance. Monitors the execution of expenditures against the operating plan and makes corrections when necessary. Accurately forecasts growth, cost, and business challenges.
Inspires commitment across the division/region. Builds diverse, high-performing teams that accomplish organizational changes, goals and priorities. Ensures strategies, change initiatives, and competitive information are communicated in clear and compelling ways. Listens to, leverages, and promotes the diverse ideas, perspectives, and contributions of others across the business. Serves as an advocate for proactive planning and continuous improvement. Sets and communicates clear and aligned goals, monitors progress, and accepts accountability. Ensures leaders in own organization do the same.
Creates an environment where everyone is held accountable for achieving goals and results. Applies broad, cross-functional knowledge and resources to produce results that best fit the company strategy. Prioritizes and balances time, actions, resources and initiatives to ensure accomplishment of critical results. Makes sure desired change initiatives and priorities are implemented appropriately.
Manages the annual performance management and merit processes for direct and indirect reports. Coaches and develops team members and builds a work environment where team members are engaged and feel a positive sense of achievement about their role in the company. Works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resources related matters.
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.