Client Service Advisor

Synovus Bank•Montgomery, AL

About The Position

The Client Service Advisor provides professional, distinctive service to clients and prospects while embracing The Pinnacle Way. The role opens and maintains accounts, responds to service needs, manages a portfolio of clients, and develops new business through solicitation of qualified prospects. The advisor serves as the primary financial advisor for a portfolio that may include business entities, business owners, and individuals aligned with Pinnacle's market segmentation. The position manages client loan and deposit relationships, identifies solutions across financial products, and refers clients to specialty areas when appropriate. The role also contributes to team performance by assisting colleagues, participating in development and training activities, and—where applicable—managing performance and merit processes for direct and indirect reports, coaching team members, and working with Human Resources. Employees are expected to understand and observe relevant risk policies, procedures, laws, regulations, and limits, and promptly report known or suspected violations. The job description notes that the duties listed are not an exhaustive inventory of all responsibilities or qualifications.

Requirements

Minimum of 10 years of experience in financial services or related job 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 stated physical and communication demands, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and periods of mental concentration.
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 completion of a nationwide fingerprint check.

Nice To Haves

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

Responsibilities

Provide distinctive service to clients and prospects in person and over the telephone.
Respond to client inquiries and satisfactorily resolve client issues.
Support the firm-wide three-ring standard by helping ensure phones are answered by a live person within three rings.
Open new accounts for all products and maintain existing accounts.
Administer and manage client loan portfolios consistent with firm credit policies and clients' financial needs.
Meet designated standards for risk ratings, credit soundness thresholds, and critical action items.
Develop and manage business relationships with emphasis on prudent growth and ongoing credit quality.
Provide deposit products, including demand deposit, money market, savings, and certificate of deposit accounts.
Identify, recommend, and deliver appropriate tailored financial solutions and services, including support for clients' overall financial planning.
Solicit new personal and business banking relationships through prospects and referrals, including referrals from assigned Board of Directors members.
Develop and maintain knowledge of loan and depository products for small business and affluent individual markets, as well as knowledge of the market.
Expand knowledge to help clients with 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.
Assist other team members as needed to ensure distinctive service delivery.
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, job postings, hiring, and other related matters.
Observe applicable policies, procedures, laws, regulations, and risk limits, and timely report known or suspected violations to the appropriate company authority.
Perform other related duties as required.