Financial Advisor - West Boca Raton

Synovus Bank•Boca Raton, FL

About The Position

The Financial Advisor provides distinctive service to clients and prospects while managing a portfolio of business entities, business owners, and individuals consistent with Pinnacle’s market segmentation. The role is responsible for opening and maintaining accounts, addressing client service needs, managing client loan portfolios in accordance with credit policies, and developing new business through qualified prospects and referrals. The advisor works to understand clients’ business and personal financial needs and recommends appropriate banking and related solutions, including referrals to specialty areas such as Trust, Investments, Insurance, and Treasury Management. The position also includes team leadership duties where applicable, such as managing performance and merit processes, coaching and developing team members, and coordinating with Human Resources on employee-related matters. Team members are expected to follow applicable policies, laws, regulations, and risk limits, and to report known or suspected violations. The description outlines the general nature and level of work and is not a comprehensive list of all duties or qualifications. This position may require NMLS registration and a nationwide fingerprint check under the SAFE Act within an established timeframe after employment begins.

Requirements

Minimum of 10 years of experience in financial services or 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 stated physical activities, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and occasional bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
May be required to obtain NMLS registration and a unique identification number under the SAFE Act within an established timeframe after employment, including 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 for answering phones.
Administer and manage a client loan portfolio consistent with credit policies and client financial needs.
Meet designated standards for risk ratings, credit soundness thresholds, and critical action items.
Develop and manage business relationships, emphasizing prudent growth and ongoing credit quality.
Provide deposit products, including demand deposit accounts, money market accounts, savings accounts, and CDs.
Identify and deliver appropriate financial products and tailored solutions to meet clients’ needs, including services that support overall financial planning.
Solicit new personal and business banking relationships through prospects, referrals, 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 projects as directed by management.
Address clients’ business and personal financial needs and refer them to specialty areas 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.
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 and perform other related duties as required.