Commercial Financial Advisor Associate: Client & Loans

Synovus Financial Corp; North Augusta, Northern (GA, KY); Hybrid; USD 52,000 - 68,000; Full time

Job summary

Synovus Financial Corp in Evans, Georgia seeks a Financial Advisor Associate to support Financial Advisors by documenting and processing loans, establishing and servicing deposit relationships, and ensuring accuracy of data to mitigate risk.

The role emphasizes delivering distinctive client service, preparing loan documents, opening depository accounts, and coordinating with Credit Analysts to address tasks promptly while adhering to regulatory requirements.

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Broad knowledge of bank products and services.
• Knowledge of federal and state banking regulations and compliance.
• Excellent interpersonal and communication skills.
• Strong analytical and mathematical reasoning abilities.
• Ability to work in a fast-paced environment with high accuracy.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Support Financial Advisors in documenting and processing loans and in servicing deposit relationships.
• Open depository accounts and verify client credentials with supporting documentation.
• Ensure data accuracy to minimize risk and ensure compliance with policies.
• Coordinate with Credit Analysts to address tasks and follow up on items.

Skills

Microsoft Office

Client service

Analytical skills

Regulatory knowledge

Verbal & written communication

Education

High School Diploma or Equivalent

College degree (preferred)

Tools

NMLS (SAFE Act) registration (if applicable)

Job description

Synovus Financial Corp in Evans, Georgia seeks a Financial Advisor Associate to support Financial Advisors by documenting and processing loans, establishing and servicing deposit relationships, and ensuring accuracy of data to mitigate risk.

The role emphasizes delivering distinctive client service, preparing loan documents, opening depository accounts, and coordinating with Credit Analysts to address tasks promptly while adhering to regulatory requirements.