Client Service Advisor

Synovus•Calhoun, GA

About The Position

The Client Service Advisor provides professional, distinctive service to clients and prospects in accordance with The Pinnacle Way. The role opens and maintains accounts, assists clients with service needs, manages a portfolio of clients, and develops new business through solicitation of qualified prospects. The advisor becomes 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 and deposit relationships, identifies tailored financial solutions, and supports clients' overall financial planning needs. It also develops business relationships with an emphasis on prudent growth and credit quality, refers clients to specialty areas as appropriate, and participates in training and other projects directed by management. The role includes people-management responsibilities for direct and indirect reports, as applicable, including coaching and development and participation in performance and merit processes.

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 sitting and standing, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and extended periods of mental concentration; may also need to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
May be required to successfully 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; registration includes a nationwide fingerprint check.

Nice To Haves

College degree preferred, especially 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 the firm's 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, emphasizing 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 to support their overall financial planning.
Solicit new personal and business banking relationships through prospects and referral requests, including pursuing personal banking 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, the local market, and relevant investment and estate-planning needs.
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, positive work environment.
Work with Human Resources on employee relations, compensation, training, and posting and filling vacancies, among other HR matters.
Observe 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.