Financial Advisor Support Specialist | Loans & Deposits

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 65,000 - 100,000; Full time

Job summary

Fayette Chamber of Commerce seeks a Financial Advisor Associate to support Financial Advisors with loan documentation, processing, and servicing. You will help establish, and service deposit relationships while ensuring data accuracy to mitigate risk.

This role emphasizes compliance and client service in a fast-paced banking environment. The position requires strong Microsoft Office skills, knowledge of bank products and regulations, and the ability to deliver distinctive service to clients in

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software.
• Knowledge of bank products and services.
• Knowledge of federal and state banking regulations and compliance requirements.

Responsibilities

• Assist Financial Advisors in documenting and processing loans.
• Open depository accounts and verify client credentials.
• Ensure accuracy of critical data to minimize risk and support regulatory requirements.
• Prepare loan documents and timely processing of loan packages.

Skills

Microsoft Office

Interpersonal skills

Verbal & written communication

Analytical skills

Regulatory knowledge

Education

High School Diploma or Equivalent

College degree preferred

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Fayette Chamber of Commerce seeks a Financial Advisor Associate to support Financial Advisors with loan documentation, processing, and servicing. You will help establish, and service deposit relationships while ensuring data accuracy to mitigate risk.

This role emphasizes compliance and client service in a fast-paced banking environment. The position requires strong Microsoft Office skills, knowledge of bank products and regulations, and the ability to deliver distinctive service to clients in