Office Leader

Synovus Bank•Hiram, GA

12d

About The Position

The Office Leader is responsible for the operations and functions of an assigned office, including leading and developing team members, managing client relationships, and achieving office profitability and growth. The role delivers distinctive service to clients and prospects, supports service standards, executes the firm's strategic plan, develops new business, and maintains a client base that meets targeted performance standards. The Office Leader oversees office team members, coordinates with other leaders where appropriate, and is accountable for office growth, income, profitability, client retention, service quality, and a positive working environment. The position also manages client financial needs, provides loan products, analyzes borrower creditworthiness, and ensures credit quality for loans under its responsibility. It ensures compliance with legal, regulatory, security, risk-management, and company requirements; manages performance and merit processes as applicable; coaches and develops employees; and works with Human Resources on employee-related matters. The role may require NMLS registration under the SAFE Act within an established timeframe after employment begins.

Requirements

High school diploma or equivalent.
At least 10 years of experience in the financial services industry in the local market area, with an existing book of business.
Proficiency in Microsoft Office (Word, Excel, and PowerPoint) or related software.
Comprehensive knowledge of the financial services industry, client services, operations, and leadership.
Broad knowledge of bank products and services.
Knowledge of federal and state banking regulations, security, risk management, and compliance.
Excellent verbal and written communication skills.
Solid leadership and interpersonal skills.
Demonstrated financial management and analytical ability.
Effective problem-solving skills and strong attention to detail.
Ability to negotiate difficult situations positively and respond effectively to sensitive inquiries or complaints.
Ability to support client and team requests concerning products, services, and procedures.
Ability to maintain regulatory compliance without detriment to service.
Ability to work in a fast-paced environment and under pressure with a high degree of accuracy.
Ability to work independently and prioritize daily tasks.
Excellent client service skills, with tact and diplomacy when dealing with clients and team members.
May be required to obtain NMLS registration and a unique identification number under the SAFE Act within an established timeframe after employment, including a nationwide fingerprint check.

Nice To Haves

College degree.
Management or team leader experience.

Responsibilities

Provide distinctive service to clients and prospects in person and by telephone, respond to inquiries, and resolve client issues.
Support the firm-wide three-ring standard by ensuring phones are answered by a live person within three rings.
Execute the company's strategic plan for the assigned office and ensure team members understand and demonstrate company values.
Manage client relationships personally and through office team members, and refer clients to specialty areas such as Trust, Investments, Insurance, and Treasury Management as appropriate.
Lead, engage, oversee, coach, and develop office team members; coordinate performance matters for employees reporting to other leaders with those leaders.
Develop and maintain a client base and personal knowledge of the local market to provide effective advice and meet targeted performance standards.
Achieve office growth, income, and profitability goals as measured by monthly KPI reports.
Provide loan products suited to client needs, analyze potential borrowers' creditworthiness, recommend decisions, and ensure credit quality for loans under the role's responsibility.
Maintain a successful working environment, including the stated retention, office survey, audit, and work-environment survey targets.
Comply with applicable legal and regulatory requirements, company policies and procedures, and role-specific risk limits; report known or suspected violations in a timely manner.
Manage annual performance-management and merit processes for direct and indirect reports, as applicable.
Work with Human Resources on employee relations, compensation, training, and filling vacant positions.
Assist other team members as needed to ensure distinctive service and perform other related duties as required.