Client-Focused Financial Advisor Support Specialist

Synovus Financial Corp.; Fort Lauderdale (FL); In loco; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Synovus Financial Corp. is seeking a Financial Advisor Associate to support Financial Advisors in documenting and processing loans, servicing deposit relationships, and ensuring data accuracy to mitigate risk.

The role emphasizes delivering distinctive service to clients, handling loan documents, and assisting with new deposit relationships while adhering to compliance and regulatory requirements.

Competenze

• Proficient in Microsoft Office and related software.
• Broad knowledge of bank products and services.
• Familiarity with federal and state banking regulations and compliance requirements.

Mansioni

• Provide distinctive service to clients and prospects, in person and over the phone, resolving issues.
• Prepare and process loan documents and close/disburse loan proceeds within the target timeframe.
• Assist Financial Advisors in establishing new deposit relationships and opening depository accounts.
• Monitor portfolio risk including delinquencies, maturities, and overdrafts; ensure data accuracy to minimize risk.

Conoscenze

Customer service

Verbal and written communication

Regulatory compliance

Analytical reasoning

Attention to detail

Team collaboration

Formazione

High School Diploma or Equivalent; college degree preferred

Strumenti

Microsoft Office (Word, Excel, PowerPoint)

Descrizione del lavoro

Synovus Financial Corp. is seeking a Financial Advisor Associate to support Financial Advisors in documenting and processing loans, servicing deposit relationships, and ensuring data accuracy to mitigate risk.

The role emphasizes delivering distinctive service to clients, handling loan documents, and assisting with new deposit relationships while adhering to compliance and regulatory requirements.