Client Service Advisor

Synovus•Montgomery, AL

About The Position

The Client Service Advisor provides professional, distinctive service to clients and prospects by embracing The Pinnacle Way. The role opens and maintains accounts across products, addresses client service needs, participates in business development, and manages a client portfolio. It develops new business by soliciting qualified prospects and works toward becoming the primary financial advisor for clients—including business entities, business owners, and individuals aligned with Pinnacle’s market segmentation. The position manages client lending and deposit relationships, identifies financial solutions across appropriate products, and supports clients’ broader financial planning needs. It builds business relationships with a focus on prudent growth and credit quality, and refers clients to specialty areas such as Trust, Investments, Insurance, and Treasury Management when appropriate. The role also includes team development and management responsibilities for direct and indirect reports, as applicable, and requires awareness of risk and compliance obligations.

Requirements

At least 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 and 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 activities such as bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
May be required to obtain Nationwide Mortgage Licensing System registration and a unique identification number within an established timeframe after employment, including a nationwide fingerprint check, in compliance with the SAFE Act.

Nice To Haves

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

Responsibilities

Provide distinctive service to clients and prospects in person and by telephone, respond to inquiries, resolve issues, and support the three-ring phone-answering standard.
Administer and manage the client loan portfolio in accordance with firm credit policies while meeting clients’ financial needs.
Meet Pinnacle standards for 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 to meet clients’ needs, including services that assist with overall financial planning.
Solicit new personal and business banking relationships through prospects, referral requests, and referrals from assigned Board of Directors members.
Develop and maintain knowledge of loan and depository products for small businesses and affluent individuals, the local market, investment needs, and estate planning.
Participate in development, training, and other 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.
Manage annual performance and merit processes for direct and indirect reports, as applicable; coach and develop team members; and foster an engaged, positive work environment.
Work with Human Resources on employee relations, compensation, training, job postings, filling vacancies, and related 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.
Assist other team members as needed to ensure distinctive service delivery.
Perform other related duties as required.