Client Service Advisor - Bryan Dairy

Synovus•Seminole, FL

About The Position

The Client Service Advisor provides professional, distinctive service to clients and prospects in alignment with 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 through solicitation of qualified prospects. The advisor may become the primary financial advisor for a portfolio of business entities, business owners, and individuals consistent with Pinnacle’s market segmentation. The position manages client loan and deposit relationships, identifies and recommends financial solutions, and supports clients’ broader financial planning needs. It builds relationships through prudent growth and attention to credit quality, and refers clients to specialty areas such as Trust, Investments, Insurance, and Treasury Management when appropriate. The role also includes risk awareness and compliance responsibilities, participation in training and projects, and—where applicable—coaching team members and supporting performance management and Human Resources 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.
Tact and diplomacy when dealing with clients and team members.
Ability to perform the physical activities described for the role, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and periods of mental concentration, as well as bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
May be required to obtain registration and a unique identification number through 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, 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 issues, and support the standard of answering phones within three rings.
Administer and manage a client loan portfolio in accordance with the firm’s credit policies while meeting client financial needs.
Meet Pinnacle 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 solutions to meet clients’ needs.
Recommend tailored solutions and services that assist clients 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 depository products for small business and affluent individual markets, and expand knowledge of investment needs and estate planning.
Participate in developmental and training activities and management-directed projects.
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, job postings, hiring, and related matters.
Observe policies, procedures, laws, regulations, and role-specific risk limits, and report known or suspected violations promptly to the appropriate company authority.
Assist other team members as needed to ensure distinctive service delivery.
Perform other related duties as required.