Client Service Advisor

Synovus•Prattville, AL

About The Position

The Client Service Advisor delivers distinctive, professional service to clients and prospects in person and over the telephone, following The Pinnacle Way. The role opens and maintains accounts across products, assists clients with service needs, manages a portfolio of clients, and develops new business by soliciting qualified prospects. The advisor works toward becoming the primary financial advisor for clients—including businesses, business owners, and individuals—who fit Pinnacle’s market segmentation. The position manages client loan and deposit relationships in keeping with firm credit policies and standards, identifies financial solutions tailored to client needs, and helps clients with overall financial planning. It develops business relationships with an emphasis on prudent growth and ongoing credit quality, and refers clients to specialty areas such as Trust, Investments, Insurance, and Treasury Management as appropriate. The role may also include supervising and developing team members, managing performance and merit processes, and coordinating with Human Resources. Team members are expected to understand and follow applicable policies, procedures, laws, regulations, and risk limits, and to report known or suspected violations promptly. Other related duties may be assigned.

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 meet the described physical demands, including prolonged standing and sitting, manual dexterity, communication, visual acuity, repetitive motion, hearing, and other listed movements and activities.
May be required to register with and receive a unique identification number from 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 a finance- or business-related field.

Responsibilities

Provide distinctive in-person and telephone service to clients and prospects, respond to inquiries, resolve issues, and support the three-ring phone-answering standard.
Open new accounts and maintain existing accounts across the firm’s products.
Administer and manage the client loan portfolio in accordance with firm credit policies while meeting clients’ 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, money market, savings, and certificate of deposit accounts.
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 assigned Board of Directors relationships.
Develop and maintain knowledge of loan and deposit products for small businesses and affluent individuals, and build knowledge of 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.
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 risk limits, and promptly 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.