Financial Advisor Associate — Client Service & Loans

synovuscareers; Atlanta (GA); On-site; USD 55,000 - 85,000; Full time

Job summary

Pinnacle in Atlanta, GA is seeking a Financial Advisor Associate to support Financial Advisors with loan processing, deposit relationships, and data accuracy to mitigate risk.

You will handle client inquiries, prepare loan documents, and ensure timely processing while maintaining compliance. The role emphasizes delivering distinctive service and coordinating with specialists across Trust, Investments, Insurance, and Treasury Management as needed.

Qualifications

• Proficient in Microsoft Office and related software.
• Broad knowledge of bank products and services.
• Knowledge of federal and state banking regulations and compliance requirements.
• Excellent interpersonal and communication skills.
• Strong analytical and mathematical reasoning abilities.

Responsibilities

• Support Financial Advisors by documenting and processing loan data.
• Assist in establishing and servicing deposit relationships; close and disburse loans within 10 days.
• Open depository accounts and verify client credentials with required documentation.
• Monitor portfolio risk, including delinquencies, maturities, and overdrafts.
• Attend weekly meetings with Advisors and Credit Analysts to coordinate tasks.

Skills

Microsoft Office

Bank products knowledge

Regulatory compliance

Interpersonal skills

Analytical thinking

Client service

Verbal and written communication

Education

High School Diploma

College degree preferred

Job description

Pinnacle in Atlanta, GA is seeking a Financial Advisor Associate to support Financial Advisors with loan processing, deposit relationships, and data accuracy to mitigate risk.

You will handle client inquiries, prepare loan documents, and ensure timely processing while maintaining compliance. The role emphasizes delivering distinctive service and coordinating with specialists across Trust, Investments, Insurance, and Treasury Management as needed.