Client Service Advisor - West Boca Raton

Synovus•Boca Raton, FL

About The Position

The Client Service Advisor provides professional, distinctive service to clients and prospects in person and by 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 serves as the primary financial advisor to a portfolio that may include business entities, business owners, and individuals within Pinnacle's market segmentation. The position manages client loan and deposit relationships in accordance with the firm's credit policies and standards, identifies financial solutions suited to client needs, and supports clients' broader financial planning. The advisor develops knowledge of loan and depository products for small businesses and affluent individuals, and refers clients to specialist areas such as Trust, Investments, Insurance, and Treasury Management when appropriate. The role also includes collaboration with colleagues, participation in training and development, risk awareness and reporting, and team leadership and human-resources responsibilities for direct and indirect reports as applicable.

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 and sensory demands described, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and extended periods of mental concentration; other activities may include bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
May be required to successfully register with and obtain a unique identification number from the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act within an established timeframe after starting 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 by telephone, respond to inquiries, resolve client issues, and support the standard of answering phones with a live person within three rings.
Administer and manage a client loan portfolio consistent with the firm's 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 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 Board of Directors relationships.
Develop and maintain knowledge of loan and depository products for small business and affluent individual markets, as well as local market knowledge; expand knowledge related to 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, positive work environment.
Work with Human Resources on employee relations, compensation, training, job postings, filling vacant positions, and related matters.
Observe applicable policies, procedures, laws, regulations, and role-specific risk limits, and promptly report known or suspected violations to the appropriate company authority.
Assist other team members as needed to ensure distinctive service.
Perform other related duties as required.