Client Service Advisor - Conyers

Synovus•Conyers, GA

About The Position

The Client Service Advisor provides professional, distinctive service to clients by embracing The Pinnacle Way. The role opens new accounts for all products, maintains accounts, assists clients with service needs, and participates in new business development. It manages a portfolio of clients and develops new business by soliciting qualified prospects, with the goal of becoming the primary financial advisor to clients—including business entities, business owners, and individuals—who fit Pinnacle’s market segmentation. The advisor manages client loan and deposit relationships, identifies suitable financial products and services, and supports clients’ overall financial planning needs. The position also involves developing business relationships, maintaining knowledge of products and the local market, referring clients to specialty areas, and contributing to team development and risk management. A college degree is preferred, and at least 10 years of financial services or related experience is required. The position may require NMLS registration under the SAFE Act.

Requirements

At least 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 and tact and diplomacy when dealing with clients and team members.
May be required to obtain NMLS registration and a unique identification number under the SAFE Act within an established timeframe after employment, including a nationwide fingerprint check.

Nice To Haves

A college degree is 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 three-ring phone-answering standard.
Administer and manage a client loan portfolio in accordance with the firm’s credit policies and clients’ 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 tailored solutions to meet clients’ needs, including services that support their 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 deposit products for small businesses and affluent individuals, the market, 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, job postings, hiring, and other HR matters.
Observe applicable policies, procedures, laws, regulations, and role-specific risk limits; report known or suspected violations to the appropriate company authority in a timely manner.
Assist other team members as needed to ensure distinctive service delivery.
Perform other related duties as required.