Financial Advisor Associate - Loan & Deposit Specialist

synovuscareers; North Augusta (GA); On-site; USD 90,000 - 120,000; Full time

Job summary

Pinnacle is seeking a Financial Advisor Associate to support Financial Advisors in loan documentation, deposit relationships, and data accuracy to mitigate risk. The role focuses on delivering distinctive service to clients, processing loans, and maintaining compliance across regulatory requirements.

Responsibilities include opening depository accounts, monitoring portfolio risk, and ensuring timely loan bookings. Collaboration with Advisors and Analysts is essential for meeting client needs.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Minimum of 10 years' experience in financial services.
• Proficient in Microsoft Office and broad banking knowledge; familiarity with banking regulations.

Responsibilities

• Provide distinctive service to clients and prospects, in person and by phone.
• Assist Financial Advisors in documenting and processing loans and establishing deposit relationships.
• Open depository accounts and verify client credentials with supporting documentation.
• Close and disburse loan proceeds; process loan bookings within 10 days.
• Monitor portfolio risk and ensure data accuracy to minimize risk.
• Attend weekly meetings with Financial Advisors and Credit Analysts; support timely task resolution.

Skills

Microsoft Office

Banking product knowledge

Regulatory compliance

Interpersonal skills

Analytical reasoning

Verbal and written communication

Education

High School Diploma or Equivalent

College degree preferred

Job description

Pinnacle is seeking a Financial Advisor Associate to support Financial Advisors in loan documentation, deposit relationships, and data accuracy to mitigate risk. The role focuses on delivering distinctive service to clients, processing loans, and maintaining compliance across regulatory requirements.

Responsibilities include opening depository accounts, monitoring portfolio risk, and ensuring timely loan bookings. Collaboration with Advisors and Analysts is essential for meeting client needs.