Client Service Advisor

Synovus Bank•Lake Mary, FL

19h

About The Position

The Client Service Advisor provides professional, distinctive service to clients by embracing The Pinnacle Way. The role opens and maintains accounts, assists clients with service needs, participates in new business development, and manages a portfolio of clients. It develops new business by soliciting qualified prospects and aims to become the primary financial advisor for clients, including business entities, business owners, and individuals consistent with Pinnacle’s market segmentation. The position manages client loan and deposit relationships, identifies financial products and tailored solutions to meet client needs, and supports clients’ broader financial planning. It builds and maintains business relationships with prudent growth and ongoing credit quality, and refers clients to specialty areas such as Trust, Investments, Insurance, and Treasury Management when appropriate. The role also supports and develops team members, coordinates with Human Resources on employee matters, follows applicable policies and risk limits, and assists colleagues to ensure distinctive service. A college degree is preferred, particularly in finance or a business-related field. At least 10 years of financial services or job-related experience is required. The role may require NMLS registration and issuance of a unique identification number under the SAFE Act within an established timeframe after employment, including a nationwide fingerprint check. Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

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 in dealing with clients and team members.
May be required to obtain NMLS registration and a unique identification number within an established timeframe after initial employment, including completion of a nationwide fingerprint check.
Ability to stand and sit for prolonged periods; use manual dexterity; communicate verbally; maintain visual acuity; perform repetitive motions; and hear.
Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
Ability to sustain long periods of mental concentration.

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 over the telephone, respond to inquiries, and resolve client issues.
Support the firm-wide three-ring standard for answering phones with a live person.
Open new accounts for all products and provide account maintenance and service assistance.
Administer and manage a client loan portfolio consistent with credit policies and 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, money market, savings, and certificate of deposit accounts.
Identify and deliver appropriate financial products and tailored solutions to meet clients’ business and personal needs, including financial planning services.
Solicit new personal and business banking relationships through prospects, referrals, and assigned Board of Directors relationships; request referrals from Board 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 add value to clients regarding investment needs and estate planning.
Participate in developmental and training activities and projects as directed by management.
Refer clients 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 where team members feel a positive sense of achievement.
Work with Human Resources on employee relations, compensation, training, posting and filling vacancies, and other HR matters.
Observe applicable policies, procedures, laws, regulations, and risk limits, and report known or suspected violations to the appropriate company authority in a timely manner.
Assist other team members as needed and perform other related duties as required.