Financial Advisor Associate — Client Solutions & Loans

Synovus; Fort Lauderdale (FL); In loco; USD 70.000 - 100.000; Tempo pieno

Descrizione del lavoro

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

This role requires strong bank product knowledge, regulatory awareness, and outstanding client service skills. The position emphasizes teamwork with Advisors and Credit Analysts to deliver distinctive service.

Competenze

• Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software.
• Broad knowledge of bank products and services.
• Knowledge of federal and state banking regulations and compliance requirements.
• Excellent interpersonal, verbal and written communication skills.
• Analytical and mathematical reasoning with problem-solving ability.

Mansioni

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Prepare new and renewal loan documents and ensure accurate processing of loan packages.
• Open depository accounts and verify client credentials with supporting documentation.
• Monitor portfolio risk including delinquencies, maturities and overdrafts; mitigate risk by following policies.
• Assist Financial Advisors in establishing new deposit relationships and refer clients to appropriate specialists.
• Attend weekly meetings with Financial Advisors and Credit Analysts to address tasks and resolutions.

Conoscenze

Microsoft Office

Interpersonal skills

Verbal and written communication

Analytical thinking

Attention to accuracy

Formazione

High School Diploma or Equivalent

College degree preferred

Descrizione del lavoro

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

This role requires strong bank product knowledge, regulatory awareness, and outstanding client service skills. The position emphasizes teamwork with Advisors and Credit Analysts to deliver distinctive service.