Client Service Advisor - Conyers

Synovus Bank•Conyers, GA

About The Position

The Client Service Advisor provides professional, distinctive service to clients and prospects while managing a portfolio of business entities, business owners, and individuals aligned with Pinnacle’s market segmentation. The role includes opening and maintaining accounts, addressing client service needs, administering a client loan portfolio in accordance with credit policies, and developing new business through prospect solicitation and referrals. The advisor works to become the primary financial advisor for their client portfolio, identifying and delivering appropriate business and personal financial solutions and referring clients to specialty areas when appropriate. The position also involves supporting service standards, maintaining knowledge of loan and deposit products for small businesses and affluent individuals, and expanding knowledge of investment needs and estate planning. As applicable, the role manages performance and merit processes for direct and indirect reports, coaches and develops team members, and coordinates with Human Resources on employee-related matters. Team members are expected to understand and observe relevant risk policies, procedures, laws, regulations, and limits, and to report suspected or known violations. 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 meet the physical activities of the job, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, and hearing; the role may also involve bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
May be required to obtain successful registration and a unique identification number through the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act, within an established timeframe after employment, including 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 firm-wide three-ring standard, under which phones are answered by a live person within three rings.
Administer and manage a client loan portfolio consistent with the Firm's 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 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 meet clients' needs, including services to support overall financial planning.
Solicit new personal and business banking relationships through prospects and referral requests, including pursuing relationships of assigned Board of Directors members and requesting referrals from Board members.
Develop and maintain knowledge of loan and depository products for small businesses and affluent individuals, as well as knowledge of the market; further develop knowledge of investment needs and estate planning.
Participate in development, training, and other activities or 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 management and merit processes for direct and indirect reports, as applicable.
Coach and develop team members and foster an engaged work environment where team members feel a positive sense of achievement.
Work with Human Resources on employee relations, compensation, training, posting and filling vacancies, and other HR matters.
Observe policies, procedures, laws, regulations, and risk limits applicable to the role, 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.