Financial Advisor Associate: Elevate Client Service & Loans

Synovus Financial Corp; Orlando (FL); Hybrid; USD 70.000 - 90.000; Vollzeit

Zusammenfassung

Synovus Bank in Orlando seeks a Financial Advisor Associate to support Financial Advisors by documenting and processing loans, establishing and servicing deposit relationships, and ensuring accurate data to mitigate risk.

The FAA will prepare loan documents, manage loan packages, monitor portfolio risk, and assist with new client onboarding and deposit growth while adhering to regulatory requirements and firm policies.

Qualifikationen

• Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software.
• Strong interpersonal and written communication skills.
• Understanding of federal and state banking regulations and compliance requirements.
• Ability to analyze data accurately and solve problems.

Aufgaben

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Support Financial Advisors in documenting and processing loans and opening deposit relationships.
• Ensure accuracy of critical data to mitigate risk and comply with policies.
• Prepare loan documents, close and disburse loan proceeds, and monitor portfolio risk.
• Assist with client onboarding and refer to other specialists when needed.

Kenntnisse

MS Office proficiency (Word, Excel, PP

Interpersonal & communication skills

Analytical reasoning

Attention to detail

Ability to work under pressure

Ausbildung

High School Diploma or Equivalent

College degree preferred

Tools

NMLS compliance knowledge

Jobbeschreibung

Synovus Bank in Orlando seeks a Financial Advisor Associate to support Financial Advisors by documenting and processing loans, establishing and servicing deposit relationships, and ensuring accurate data to mitigate risk.

The FAA will prepare loan documents, manage loan packages, monitor portfolio risk, and assist with new client onboarding and deposit growth while adhering to regulatory requirements and firm policies.