Financial Advisor Associate, Commercial - Augusta

Synovus; North Augusta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Synovus in Evans, GA is seeking a Financial Advisor Associate to support Financial Advisors with loan documentation, deposit relationships, and data accuracy to mitigate risk. The role emphasizes delivering distinctive service and timely processing.

You will open depository accounts, verify client credentials, and manage loan bookings, while coordinating with Credit Analysts and attending weekly meetings. Strong communication and compliance knowledge are essential.

Qualifications

• High school diploma or equivalent; college degree preferred.
• At least 10 years of experience in financial services.
• Proficient in Microsoft Office and familiar with banking products.
• Knowledge of federal and state banking regulations and compliance.
• Strong interpersonal, verbal and written communication and analytical skills.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
• Prepare new and renewal loan documents and ensure accurate processing of loan packages while mitigating risk.
• Open depository accounts, verify client credentials, obtain supporting documentation with zero CIP and deposit exceptions over 45 days.
• Effectively monitor portfolio risk regarding delinquencies, maturities, and overdrafts; maintain data accuracy to minimize impact.
• Meet with Financial Advisors and Credit Analysts to address tasks and coordinate timely actions.

Skills

Interpersonal skills

Verbal & written communication

Analytical skills

Mathematical reasoning

Work under pressure

Customer service

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Job description

#26937

Evans, Georgia, United States

Full-time/Part-time

Full-time

Shift

First

Location

Evans , Georgia , United States

Job Description

Job Summary: A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.

Job Duties and Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Prepare new and renewal loan documents. Create a superior client experience with accurate and timely processing of loan packages, while mitigating the firm's risk by following compliance, loan policies, legal and regulatory requirements. Close and disburse loan proceeds and process booking loans within 10 days. Assist Financial Advisors (FAs) in establishing new deposit relationships. Open depository accounts, verify client credentials, obtain all supporting documentation with zero CIP and deposit exceptions over 45 days. Effectively monitor portfolio risk in terms of delinquencies, maturities, and overdrafts. Ensure the accuracy of critical data (i.e., risk ratings, non-accruals, pricing, etc.) to minimize negative impact on the client or firm. Clear all controllable collateral exceptions within 90 days and all collateral exceptions within 180 days. Prepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job

Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Minimum Education: High School Diploma or Equivalent -- College degree is preferred.

Minimum Experience: Minimum of 10 years' experience in financial services.

Required Knowledge, Skills & Abilities: Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Broad knowledge of bank products and services. Knowledge of federal and state banking regulations and compliance requirements. Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with problem-solving ability. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.

Synovus is an equal opportunity employer committed to fostering an inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Applicants with Disabilities: All interested and qualified candidates are invited to apply for employment opportunities with Synovus. If you are an applicant with a disability who is unable to use our online tools to search and apply for jobs, please contact us at [e-mail].

Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank