Client Service Advisor

Synovus•Suwanee, GA

27d

About The Position

A Client Service Advisor provides professional, distinctive service to clients by embracing The Pinnacle Way. The role opens new accounts for all products, maintains existing accounts, assists clients with service needs, and participates in new business development. The advisor manages a portfolio of clients and develops new business by soliciting identified qualified prospects, with the goal of becoming the primary financial advisor for clients—including business entities, business owners, and individuals—who fit Pinnacle's market segmentation. The position manages client loan portfolios in accordance with the firm's credit policies and standards, develops business relationships with an emphasis on prudent growth and credit quality, and provides deposit products and other tailored financial solutions. The advisor works to meet clients' business and personal financial needs, supports financial planning, and refers clients to specialty areas such as Trust, Investments, Insurance, and Treasury Management when appropriate. The role also includes team development and, where applicable, performance management responsibilities for direct and indirect reports. The description outlines the general nature and level of work and is not a comprehensive inventory of every duty or qualification. Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Requirements

At least 10 years of experience in financial services or other 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, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and periods of mental concentration; other activities may include bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
May be required to successfully register with and obtain a unique identification number from the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act within an established timeframe after starting employment; registration includes a nationwide fingerprint check.

Nice To Haves

A college degree is preferred, particularly 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 three-ring phone-answering standard.
Administer and manage client loan portfolios in accordance with firm 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 an 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 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 businesses and affluent individuals, as well as knowledge of the market; 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 with a positive sense of achievement.
Work with Human Resources on employee relations, compensation, training, job postings, filling vacancies, and other HR matters.
Observe applicable policies, procedures, laws, regulations, and role-specific risk limits, and promptly report known or suspected violations to the appropriate company authority.
Assist other team members as needed to ensure distinctive service delivery.
Perform other related duties as required.