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Synovus · 5 hours ago

Wholesale Relationship Associate I, II, Sr.

Atlanta, GA

Full-time

Onsite

Entry, Mid, Senior Level

1+ years exp

Synovus is committed to fostering an inclusive work environment, and they are seeking a Wholesale Relationship Associate to partner with Bankers in maintaining and growing client relationships. The role involves managing client experiences, ensuring compliance with regulatory requirements, and identifying opportunities for cross-selling bank products.

BankingFinanceFinancial Services

Responsibilities

Manages the client experience for Wholesale clients with complex loan and deposit account structures. Delivers timely and accurate resolution Communicates clearly and can identify opportunities that can contribute to our clients business

Builds relationships with clients through proactive contact including in-person and telephone conversations. Sets client expectations and follow through to resolves client issues and inquiries. Gages client satisfaction. Participates in client activities to reinforce the RA role as the primary contact for daily ongoing needs

Educates the client on KYC Due Diligence, Beneficial Ownership Certification and other regulatory requirements while facilitating the receipt of documentation

Utilizes reporting to maintain data integrity and ensures compliance with regulatory and company requirements are met

Uses project management skills to successfully onboard new clients and partners with Treasury Implementation to deliver a customer centric experience

Maintains awareness of Bank products and recognizes opportunities for further discussions with clients. Acts as a liaison between bank partners

Regularly communicates with Bankers and other product partners to keep the team aware of relationship activities. Adds value to the partnership through the utilization of Salesforce for accurate reporting of client contact information, calling, pipeline reporting and closed activity

Understands loan structures and credit agreement language to assist clients with loan related questions. Works with Loan partners to execute payments, advances, Letter of Credit and loan research

Remains current regarding Treasury products. Reaches out to product partners when a product need has been identified. Engages Product Partners in the event of an elevated issue. Attends Treasury Management reviews and other calls as needed to enhance the relationship

Understands risks associated with Bank products and overdrafts. Escalates risk topics to appropriate manager. Waives fees (e.g., NSF, Wire) within established authority parameters and department procedures. Monitors client trends in deposit activity obtained through deposit reporting and alerts Banker or primary contact

Opens, closes and maintains accounts. Updates relationship documents as needed due to customer changes or changes resulting from new regulations (e.g., beneficial owner form control prong or added due diligence). Reviews account documents for accuracy and obtains all information to work toward minimal technical exceptions

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

Qualification

Client Relationship ManagementAnalytical SkillsTime ManagementOrganizational SkillsSalesforceMicrosoft Office SuiteOral CommunicationWritten Communication