Client Service Advisor

Synovus Bank•Prattville, AL

About The Position

The Client Service Advisor delivers professional, distinctive service to clients and prospects in person and over the telephone, following The Pinnacle Way. The role opens and maintains accounts, assists clients with service needs, manages a portfolio of clients, and develops new business by soliciting qualified prospects. The advisor serves as the primary financial advisor for a portfolio that may include business entities, business owners, and individuals consistent with Pinnacle's market segmentation. The position manages client loan portfolios in accordance with the Firm's credit policies and standards, provides deposit products, and identifies appropriate financial products and tailored solutions for clients' business and personal needs. The advisor also develops product and market knowledge, supports clients' financial planning needs, and refers clients to specialty areas when appropriate. The role includes participation in training and projects, supporting other team members, and—where applicable—managing performance and merit processes for direct and indirect reports, coaching team members, and working with Human Resources on employee matters. Employees are expected to understand and report risks and suspected violations relevant to their functional area. The position may require NMLS registration under the SAFE Act within an established timeframe after employment, including a nationwide fingerprint check.

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 stand and sit for prolonged periods, use manual dexterity, communicate verbally, maintain visual acuity, perform repetitive motions, and hear.
Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
Ability to sustain long periods of mental concentration.
May be required to obtain NMLS registration and a unique identification number under the SAFE Act within an established timeframe after initial employment, including completion of a nationwide fingerprint check.

Nice To Haves

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

Responsibilities

Provide distinctive service to clients and prospects in person and over the telephone.
Respond to client inquiries and resolve client issues satisfactorily.
Support the three-ring standard by helping ensure phones are answered by a live person within three rings.
Open new accounts for all products and provide maintenance on all accounts.
Administer and manage client loan portfolios in line with Firm credit policies and client financial needs.
Meet designated standards for risk ratings, credit soundness thresholds, and critical action items.
Develop and manage business relationships with a focus on prudent growth and ongoing credit quality.
Provide deposit products, including demand deposit, money market, savings, and certificate of deposit accounts.
Identify and deliver appropriate financial products and tailored solutions that meet clients' needs, including services to help with overall financial planning.
Solicit new personal and business banking relationships through prospects and referrals, including assigned Board of Directors relationships and referral requests.
Develop and maintain knowledge of loan and depository products for small business and affluent individual markets, as well as knowledge of the market.
Expand knowledge to provide value regarding clients' investment needs and estate planning.
Participate in developmental and training activities and projects as directed by management.
Address clients' business and personal financial needs and refer them to specialty areas such as Trust, Investments, Insurance, and Treasury Management as appropriate.
Assist other team members as needed to ensure distinctive service.
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, as well as other HR matters.
Observe applicable policies, procedures, laws, regulations, and risk limits, and report known or suspected violations to the appropriate Company authority in a timely manner.
Perform other related duties as required.