Financial Advisor Associate -Legal Industry Deposit Services

Synovus Bank • Atlanta, GA

1d

About The Position

Support a specialized specialty banking team serving fiduciaries, legal professionals, and court-appointed administrators nationwide. The Financial Advisor Associate supports Financial Advisors with onboarding, servicing, and maintaining complex specialty deposit relationships for bankruptcy estates, receiverships, liquidating trusts, escrow accounts, and other fiduciary entities. The role requires a highly organized, service-oriented professional with experience supporting commercial deposits, specialty deposit accounts, trust or fiduciary banking relationships, or treasury-related client servicing.

This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act). Registration must be completed within an established timeframe after initial employment and includes a nationwide fingerprint check.

The description indicates the general nature and level of work performed and is not a comprehensive inventory of all duties, responsibilities, and qualifications. Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

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 skills, including verbal and written communication skills.
• Effective analytical and mathematical reasoning skills, with 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 in dealing with clients and team members.

Nice To Haves

• College degree preferred.
• Experience supporting commercial deposits, specialty deposit accounts, trust or fiduciary banking relationships, or treasury-related client servicing.

Responsibilities

• Support Financial Advisors in managing commercial deposit relationships throughout the client lifecycle.
• Assist with onboarding and servicing fiduciary, escrow, trust, bankruptcy, receivership, and other specialized commercial accounts.
• Review legal and account-opening documentation to ensure compliance, accuracy, and timely account setup.
• Coordinate account maintenance, documentation updates, exception resolution, and client servicing requests.
• Partner with Operations, Treasury Management, Compliance, and other internal teams to deliver a seamless client experience.
• Monitor account documentation and servicing requirements while maintaining strong risk and compliance controls.
• Provide responsive, high-touch support to clients, referral partners, and internal stakeholders.
• Assist other team members as needed to ensure delivery of distinctive service.
• Perform other related duties and responsibilities as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED