Financial Advisor Associate -Legal Industry Deposit Services

Synovus • Atlanta, GA

1d

About The Position

Support a specialized banking team serving fiduciaries, legal professionals, and court-appointed administrators nationwide. The Financial Advisor Associate partners with Financial Advisors to onboard, service, and maintain complex specialty deposit relationships, including bankruptcy estates, receiverships, liquidating trusts, escrow accounts, and other fiduciary entities. The role supports commercial deposit relationships throughout the client lifecycle and coordinates with internal teams to provide responsive, high-touch service while maintaining risk and compliance controls.

The description outlines the general nature and level of work for this classification and is not a comprehensive list of all duties or 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, 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 while maintaining a high degree of accuracy.
• Excellent client service skills.
• Tact and diplomacy in dealing with clients and team members.
• May be required to successfully register with and receive a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the SAFE Act within an established timeframe after employment; registration includes a nationwide fingerprint check.

Nice To Haves

• College degree.
• 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 for 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 distinctive service delivery.
• 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