Liquidity Specialist (Remote)

Job Summary

Sales professional focused on new business development for liquidity solutions of corporate, middle market, commercial and wealth clients. The Deposit and Liquidity Strategist leads a consultative, team sales process and possesses expertise across a breadth of banking, asset management and securities products including bank deposits, fixed income and structured deposit products, and investment management solutions. In support of the sales process, collaborates closely with Corporate, Commercial, Community, and Wealth Relationship Managers to provide custom liquidity solutions for their clients. Proficient in economic data analysis, interest rate environment, Federal Reserve Policy with an ability to communicate in a format clients and bankers can understand.

Job Duties And Responsibilities

• Drives business development sales process through referrals and self-generated leads via deep internal and/or external partnerships, developing and closing new sales, concentrating on assigned business units, markets and client profiles in alignment to stated key performance and goals. Partners with business unit relationship managers and Treasury and Payment Solutions to conduct portfolio reviews and client planning for lead generation.
• Effectively communicates the Bank's expertise in a broad array of liquidity solutions, including bank deposits, fixed income investment management solutions, and fiduciary investment management. Expands external sources of referrals (COIs) by organizing and participating in industry meetings and briefings to promote liquidity solutions. Establishes and follows best practices to consistently engage internal and external referral sources.
• Performs pre-acceptance due diligence on all accounts including profitability and risk assessment. Recommends acceptance or rejection of new business to appropriate stakeholders which could include the line of business leadership, corporate treasury, and/or trust committee, attends closings, establishes rate or fee structures, communicates with customers, and conducts annual account reviews.
• Continuously enhances and develops industry expertise for key client segments. Stays current and familiar with industry trends, competitor products, and pricing.
• Assists in the development and analysis of pricing for all new business. Masters an understanding of all pricing and profitability models utilizing Funds Transfer Pricing (FTP) or asset management fee pricing to develop competitive rate and fee proposals. Coordinates review of all non-standard items with appropriate internal resources. Utilizes marketing tools and research to identify, qualify, and support business strategies.
• Works closely with line of business leadership teams to implement training and coaching strategies to help bankers develop an in-depth knowledge of on and off-balance sheet liquidity solutions.
• 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.

Synovus is an Equal Opportunity Employer supporting diversity in the workplace

Minimum Education:

Bachelor's degree Finance, Accounting, Economics, Business

Minimum Experience:

Twelve (12) years of bank, institutional or financial industry sales experience including success achieving sales goals, leveraging superior business development skills across a blend of self-sourced and referral business; and experience with bank depository solutions, money market funds, other short-duration liquidity products and the broader institutional product arena.

Required Knowledge, Skills, & Abilities:

• Product Knowledge: Deposit Accounts: MMA, DDA, ECR, On and Off- Balance Sheet Sweep products, Money Market Mutual Funds, ICS and CDARS, Ultra-Short bond funds, Fixed income securities including Treasury, Agency, Investment Grade Corporate debt, Repo, Commercial Paper and Fiduciary Asset Management.
• Solid sales foundation with demonstrated skillset including pipeline management, negotiating and finding creative solutions for client needs
• Demonstrated exceptional relationship management and collaboration skills
• Exceptional presentation skills
• Strong interpersonal, verbal and written communication skills. Exceptional presentation skills
• Ability to use software including Word, Excel, PowerPoint, CRM and related systems
• 50% travel to develop relationships with bankers, leadership and clients
  
  

Preferred Knowledge, Skills, & Abilities:

• Certified Treasury Professional designation