Client Service Advisor - Industrial Drive

Synovus•Crestview, FL

13h

About The Position

The Client Service Advisor provides professional, distinctive service to clients and prospects in keeping with The Pinnacle Way. The role opens and maintains accounts, assists clients with service needs, manages a portfolio of clients, and develops new business through solicitation of qualified prospects. The advisor works to become the primary financial advisor for a portfolio that may include business entities, business owners, and individuals consistent with Pinnacle’s market segmentation. The position manages client loan and deposit relationships, identifies suitable financial products and services, supports clients’ broader financial planning needs, and refers clients to specialty areas such as Trust, Investments, Insurance, and Treasury Management. It also includes risk awareness and compliance responsibilities. The description additionally refers to managing performance and merit processes and coaching direct and indirect reports, as applicable. A college degree, preferably in finance or a business-related field, is preferred. At least 10 years of experience in financial services or related work 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.

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 and tact and diplomacy when dealing with clients and team members.
Ability to meet the role’s 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 obtain NMLS registration and a unique identification number in compliance with the SAFE Act within an established timeframe after initial employment; registration includes a nationwide fingerprint check.

Nice To Haves

College degree, preferably in a finance- or 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 having calls answered by a live person within three rings.
Administer and manage a client loan portfolio in accordance with the Firm’s credit policies while meeting clients’ financial needs.
Meet Pinnacle 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 accounts, money market accounts, savings accounts, and certificates of deposit.
Identify and deliver appropriate financial products and tailored solutions that address clients’ needs, including services supporting overall financial planning.
Solicit new personal and business banking relationships through prospects and referral requests, including pursuing personal banking relationships of assigned Board of Directors members and requesting referrals from them.
Develop and maintain knowledge of loan and deposit products for small businesses and affluent individuals, the local market, and investment and estate-planning needs.
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, filling vacancies, and other HR matters.
Observe applicable policies, procedures, laws, regulations, and risk limits, and promptly report known or suspected violations to the appropriate Company authority.
Assist other team members as needed to ensure distinctive service and perform other related duties as required.