Office Leader - Enterprise / Ozark

Synovus Bank•Enterprise, AL

About The Position

The Office Leader is responsible for the operations and functions of the assigned office, including team leadership and development, profitability and growth, client retention, service standards, existing client relationships, and new business development through solicitation of qualified prospects. The role executes the firm’s strategic plan and values, provides distinctive service, and leads the office in delivering effective financial advice and meeting client needs. The position also oversees office performance, credit quality, regulatory compliance, and the development of an engaged, productive team.

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 service, 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 clients and team members with products, services, and procedures while maintaining regulatory compliance without detriment to service.
Ability to work accurately in a fast-paced environment and under pressure, work independently, and prioritize daily tasks.
Excellent client-service skills and tact and diplomacy when dealing with clients and team members.
Ability to perform the listed physical activities, including prolonged sitting and standing, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping; prolonged mental concentration is often required.
May be required to register with and obtain a unique identification number from the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act within the established timeframe after employment, including a nationwide fingerprint check.

Nice To Haves

College degree preferred.
Management or team-leader experience preferred.

Responsibilities

Provide distinctive service to clients and prospects in person and by telephone, respond to inquiries, and resolve client issues.
Support the three-ring standard by ensuring calls 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, retain clients, and develop new business through qualified prospect solicitation.
Lead, engage, oversee, coach, and develop team members; coordinate performance matters for team members who report to other leaders with those leaders.
Develop and maintain a client base and local market knowledge to meet targeted performance standards and provide effective advice.
Achieve office growth, income, and profitability goals as measured by monthly KPI reports.
Provide loan products suited to client needs, analyze prospective borrowers’ creditworthiness, recommend lending decisions, and ensure credit quality for loans under the role’s responsibility.
Meet clients’ business and personal financial needs and refer them to specialty areas such as Trust, Investments, Insurance, and Treasury Management when appropriate.
Maintain a productive work environment and pursue stated office goals for retention, survey results, audit ratings, and work-environment survey scores.
Comply with applicable legal, regulatory, security, risk-management, and compliance requirements; identify and report known or suspected violations promptly.
Manage annual performance-management and merit processes for direct and indirect reports as applicable.
Work with Human Resources on employee relations, compensation, training, and recruiting and filling vacant positions.
Assist other team members as needed to ensure distinctive service and perform other related duties as required.