Strong knowledge of trust products and accounting procedures
Excellent interpersonal and communication skills
Proficient in Microsoft Office Suite and Adobe Standard
Responsibilities
Develop new investment management relationships for Trust and non-Trust accounts
Provide advice on personal trust, estate, tax planning, private banking, and investments
Act as primary contact for client financial services needs
Service existing trust accounts by engaging with grantors and beneficiaries
Perform trust accounting functions as administrative officer
Attend Trust Committee meetings to review accounts and make investment recommendations
Adhere to and maintain knowledge of company policies and procedures
Assist in supervising and developing lower-level staff as a team lead
Network within the community to identify business opportunities
Comply with risk management and reporting responsibilities
Benefits
Inclusive work environment
Equal opportunity employer
Opportunities for professional development
Community involvement initiatives
Full Job Description
Job Summary
Develops new investment management and trust relationships, services existing account relationships and adheres to our fiduciary responsibilities associated with the administration of accounts. Partners with the Portfolio Manager on the investment strategies of accounts on behalf of our clients while delivering exceptional client service.
Job Duties and Responsibilities
Develops new investment management relationships (both Trust and non-Trust accounts)
Provides advice in areas of personal trust, estate and tax planning, private banking and investments.
Serves as the primary point of contact for clients for any of their financial services needs. Coordinates planning efforts with attorneys, accountants, CLUs, other trust personnel and clients.
Services existing trust accounts by communicating with grantors and beneficiaries to determine that trust agreements are being carried out as intended.
Performs trust accounting functions for accounts for which he/she is administrative officer. This will include but may not be limited to, daily deposits and disbursements, preparation of tax information, billing of trust fees and preparing various internal and external reports.
May attend Trust Committee meetings. Provides account reviews, makes investment recommendations where necessary, and carries out plans as set forth by the Trust Committee.
Adheres to and maintains knowledge of all Synovus Trust Company written policies and procedures.
May be designated as a team lead and assists in the supervision and development of lower level staff.
Is actively involved with the community, networking to identify new business development opportunities.
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.
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:
Bachelor's Degree or an equivalent combination of education and experience.
Minimum Experience:
6+ years job-specific experience
Required Knowledge, Skills, & Abilities:
Strong knowledge of trust products, trust accounting procedures and investments
Excellent interpersonal and communication skills
Knowledge of standard PC operations, Microsoft Office Suite of products, and Adobe Standard.
About Synovus Financial
Synovus Financial Corp. is a financial services company that provides banking, investment, and mortgage services to customers in the Southeastern United States. The company operates through its banking subsidiary, Synovus Bank, which has over 250 branches in Georgia, Alabama, South Carolina, Florida, and Tennessee. Synovus Financial Corp. was founded in 1888 and is headquartered in Columbus, Georgia.
