Financial Advisor Associate: Loan & Deposit Support Pro

synovuscareers; Sarasota (FL); On-site; USD 85,000 - 110,000; Full time

Job summary

Pinnacle is seeking a Financial Advisor Associate to support Financial Advisors by documenting and processing loans and servicing deposit relationships. The role emphasizes accuracy, compliance, and delivering distinctive client service.

Responsibilities include preparing loan documents, disbursing proceeds, and ensuring timely processing within policy guidelines while managing risk and supporting advisor team tasks.

Qualifications

• High School diploma or equivalent; college degree preferred.
• Minimum of 10 years' experience in financial services.
• Proficient in Microsoft Office; broad banking product and regulatory knowledge.

Responsibilities

• Provide distinctive service to clients and prospects in person and by phone.
• Assist in documenting and processing loans and in establishing and servicing deposit relationships.
• Prepare loan documents and ensure accuracy to mitigate risk and comply with policies.

Skills

MS Office

Bank products knowledge

Regulatory knowledge

Interpersonal skills

Analytical skills

Client service skills

Communication

Pressure management

Education

High School Diploma

College degree preferred

Tools

N/A

Job description

Pinnacle is seeking a Financial Advisor Associate to support Financial Advisors by documenting and processing loans and servicing deposit relationships. The role emphasizes accuracy, compliance, and delivering distinctive client service.

Responsibilities include preparing loan documents, disbursing proceeds, and ensuring timely processing within policy guidelines while managing risk and supporting advisor team tasks.