Client Service Advisor

Synovus•Lake Mary, FL

About The Position

The Client Service Advisor provides professional, distinctive service to clients and prospects in keeping with The Pinnacle Way. The role opens and maintains accounts across products, supports clients with service needs, manages a portfolio of clients, and develops new business by soliciting qualified prospects. The advisor works to become the primary financial advisor for a portfolio of business entities, business owners, and individuals consistent with Pinnacle's market segmentation. The position manages client loan and deposit relationships, assesses financial needs, recommends appropriate solutions, and supports clients with financial planning. It also develops and maintains knowledge of lending and depository products for small businesses and affluent individuals, while expanding knowledge of investment needs and estate planning. The role may include management and development of direct and indirect reports, participation in training and projects, and responsibility for observing and reporting risk and compliance concerns.

Requirements

Minimum of 10 years of experience in financial services or job-related experience.
Strong analytical skills and attention to detail.
Ability to work independently and prioritize daily tasks.
Excellent client service skills, tact, and diplomacy when dealing with clients and team members.
Ability to perform the physical activities described, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
May be required to successfully register with and receive a unique identification number from the Nationwide Mortgage Licensing System in compliance with the SAFE Act, within an established timeframe after initial employment; registration includes a nationwide fingerprint check.

Nice To Haves

College degree, preferably in finance or a business-related field.

Responsibilities

Provide distinctive service to clients and prospects in person and over the telephone, respond to inquiries, and resolve client issues; support the standard of answering phones with a live person within three rings.
Administer and manage the client loan portfolio in accordance with the firm's credit policies while meeting clients' financial needs.
Meet designated standards for appropriate risk ratings, credit soundness thresholds, and critical action items.
Develop and manage business relationships with an emphasis on prudent growth and ongoing credit quality.
Provide deposit products, including demand deposit accounts, money market accounts, savings accounts, and certificates of deposit.
Identify and deliver appropriate financial products and tailored solutions that address clients' needs, including services supporting overall financial planning.
Solicit new personal and business banking relationships through prospects, referral requests, and assigned Board of Directors relationships.
Develop and maintain knowledge of loan and deposit products for small businesses and affluent individuals, as well as relevant market knowledge; expand knowledge of investment needs and estate planning.
Participate in developmental and training activities and management-directed projects.
Address clients' business and personal financial needs and refer them to specialty areas such as Trust, Investments, Insurance, and Treasury Management when appropriate.
Manage annual performance management and merit processes for direct and indirect reports as applicable; coach and develop team members and foster an engaged work environment.
Work with Human Resources on employee relations, compensation, training, and posting and filling vacant positions, among other HR matters.
Observe applicable policies, procedures, laws, regulations, and role-specific risk limits, and timely report known or suspected violations to the appropriate company authority.
Assist other team members as needed to ensure distinctive service delivery.
Perform other related duties as required.