Financial Advisor Associate

Synovus•Fort Lauderdale, FL

About The Position

The Financial Advisor Associate (FAA) supports Financial Advisors by documenting and processing loans, establishing and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk. The role provides distinctive service to clients and prospects and supports timely, compliant processing of financial services. The position includes preparing and processing loan documents, opening depository accounts, monitoring portfolio risks and exceptions, and working with Financial Advisors and Credit Analysts to resolve recurring and pending items. The FAA helps address clients’ business and personal financial needs and refers them to specialty areas as appropriate. The description notes that assigned duties may include other related responsibilities and is not a comprehensive inventory of all duties or qualifications.

Requirements

High school diploma or equivalent.
At least 10 years of experience in financial services.
Proficiency in Microsoft Office (Word, Excel, and PowerPoint) or related software.
Broad knowledge of bank products and services.
Knowledge of federal and state banking regulations and compliance requirements.
Excellent interpersonal, verbal, and written communication skills.
Effective analytical and mathematical reasoning skills, including problem-solving ability.
Ability to work in a fast-paced environment and under pressure with a high degree of accuracy.
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, communication, visual acuity, repetitive motion, hearing, and activities such as bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
Ability to sustain long periods of mental concentration.
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 employment, including a nationwide fingerprint check.

Nice To Haves

College degree preferred.

Responsibilities

Provide distinctive service to clients and prospects in person and by 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.
Prepare new and renewal loan documents and process loan packages accurately and promptly in accordance with compliance requirements, loan policies, and legal and regulatory requirements.
Close and disburse loan proceeds and process loan bookings within 10 days.
Assist Financial Advisors in establishing deposit relationships; open depository accounts, verify client credentials, and obtain supporting documentation.
Monitor portfolio risk, including delinquencies, maturities, and overdrafts.
Ensure the accuracy of critical data, including risk ratings, non-accruals, and pricing.
Clear controllable collateral exceptions within 90 days and all collateral exceptions within 180 days.
Prepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address recurring tasks and resolve pending items such as past dues, exceptions, and maturing loans and deposits.
Address the critical actions of supported advisors in a timely manner.
Help meet clients’ business and personal financial needs and refer clients to specialty areas such as Trust, Investments, Insurance, and Treasury Management as appropriate.
Assist other team members as needed to ensure distinctive service.
Perform other related duties and responsibilities as assigned.