What are the responsibilities and job description for the Associate - Credit Products - TMC position at Synovus?
Job Summary
Performs a wide variety of complex data analytics and financial modeling to support the overall business development strategies of the assigned industry Corporate - Investment Banking team. These include syndicated and bilateral lending, capital markets, treasury management, and other corporate services. Partners closely with leadership to attract, retain, and acquire new or expanded client relationships. Responsible for driving pitch origination and managing deal execution with leadership team. Assists in day-to-day industry team and broader Corporate - Investment Banking operations and special projects, as needed. Supports the management and mentoring of junior team members, as needed.
Job Duties And Responsibilities
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Minimum Education:
Required Knowledge, Skills, & Abilities:
Performs a wide variety of complex data analytics and financial modeling to support the overall business development strategies of the assigned industry Corporate - Investment Banking team. These include syndicated and bilateral lending, capital markets, treasury management, and other corporate services. Partners closely with leadership to attract, retain, and acquire new or expanded client relationships. Responsible for driving pitch origination and managing deal execution with leadership team. Assists in day-to-day industry team and broader Corporate - Investment Banking operations and special projects, as needed. Supports the management and mentoring of junior team members, as needed.
Job Duties And Responsibilities
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
- Working with senior bank leaders, helps develop and support the execution of effective strategies to originate and execute a wide variety of lending, public/private capital, and advisory mandates in the designated industry sector(s). This includes the preparation of detailed financial models, pitches, offering memoranda and other presentations.
- Performs financial statement modeling, indicative transaction structuring, pricing guidance and data analytics to support new business development strategies. Prepares talking points and explanations for utilization during calling efforts.
- Supports the efforts of cross-functional deal teams including underwriters, analysts, and associates, responsible for providing financial and statistical data to determine and support customer credit worthiness and/or transaction viability.
- Helps ensure all transactions and processes are in compliance with regulatory and company guidelines, policies and procedures.
- Maintains a high standard of integrity, ethics and compliance. Identifies opportunities and takes action to enhance compliance within own organization. Promotes reputation and social responsibility; seeks and maintains external relationships and alliances, strengthening the company's impact on and reputation in the community and the industry. Represents Synovus in a positive and professional manner.
- 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.
Minimum Education:
- Bachelor's degree in Business, Finance, Accounting, Economics or related field; or an equivalent combination of education and experience.
- 2 years of experience
Required Knowledge, Skills, & Abilities:
- Series 63 and Series 79 Securities licenses required within a pre-determined timeframe, if not already held
- Advanced proficiency with Microsoft Word, Excel, and PowerPoint, including Excel modeling models
- Strong oral and written communication skills
- Strong customer service skills
- Advanced ability to understand the core competencies of a business and recognize deviation from those principals
- Strong organizational skills
- Ability to gather information and provide appropriate solutions
- Ability to communicate effectively with potential, new, and established client groups
- Ability to work in a group environment with a number of different individuals, both senior and junior
- Ability to maintain confidentiality of secured information
- Ability to work in a competitive and demanding market
- Ability to work in a goal-oriented team environment
- MBA or related master's degree preferred
- CFA, CPA and/or related educational/professional attainments preferred
