Client Service Advisor

Synovus Bank•Calhoun, GA

About The Position

The Client Service Advisor provides professional, distinctive service to clients and prospects in person and over the telephone, following The Pinnacle Way. The role opens and maintains accounts, addresses client service needs, manages a portfolio of clients, and develops new business through qualified prospects and referrals. The advisor works to become the primary financial advisor for clients—including business entities, business owners, and individuals—whose needs align with Pinnacle's market segmentation. The position manages client loan and deposit relationships in accordance with firm credit policies and standards, identifies appropriate financial solutions, and supports clients' overall financial planning needs. It also involves developing product and market knowledge, referring clients to specialty areas, and participating in training and projects. The description includes applicable people-management duties, such as performance and merit processes, coaching team members, and coordinating with Human Resources. Team members are expected to understand and manage risk in their functional area, follow applicable policies, procedures, laws, regulations, and risk limits, and report known or suspected violations. The role may require registration and a unique identification number through the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act, including a nationwide fingerprint check within an established timeframe after employment begins.

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.
Tact and diplomacy in dealing with clients and team members.
Ability to meet the physical demands described, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and other listed movements and actions.
May be required to obtain NMLS registration and a unique identification number under the SAFE Act within an established timeframe after initial 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 over the telephone, respond to inquiries, and resolve client issues.
Support the firm-wide three-ring standard by helping ensure phones are answered by a live person within three rings.
Open new accounts for all products and provide maintenance on client accounts.
Administer and manage a client loan portfolio in accordance with firm credit policies and client financial needs.
Meet designated 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 tailored solutions to meet clients' needs, including services supporting overall financial planning.
Solicit new personal and business banking relationships through prospects and referral requests, including outreach to assigned Board of Directors relationships and requests for 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 of 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 where team members feel 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 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.