Client Advisor – Banking & Financial Solutions

Synovus Financial Corp; Lexington (SC); On-site; USD 42,000 - 64,000; Full time

Job summary

Synovus Financial Corp in Lexington, South Carolina, seeks a Financial Specialist - Floating to deliver distinctive service to clients, handle banking transactions, and expand relationships. The role involves multi-office assignments, aligning with Pinnacle Way standards and supporting various Trust/Investments/Insurance referrals as needed.

The position requires 10+ years in financial services, a high school diploma or equivalent (college degree preferred), and strong Microsoft Office

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Minimum 10 years' experience in financial services.
• Proficient with Microsoft Office and banking regulations.

Responsibilities

• Provide distinctive service to clients in person and by phone, handling deposits and transactions.
• Open new accounts and ensure compliance with policy and regulations.
• Assist with account maintenance, debit card, wires, and other services.

Skills

Client service

Microsoft Office

Regulatory compliance

Attention to detail

Education

High School Diploma or Equivalent

Job description

Synovus Financial Corp in Lexington, South Carolina, seeks a Financial Specialist - Floating to deliver distinctive service to clients, handle banking transactions, and expand relationships. The role involves multi-office assignments, aligning with Pinnacle Way standards and supporting various Trust/Investments/Insurance referrals as needed.

The position requires 10+ years in financial services, a high school diploma or equivalent (college degree preferred), and strong Microsoft Office