Senior Banking & Wealth Advisor

Synovus; United States; A distancia; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Pinnacle is seeking a seasoned Financial Advisor to manage a portfolio of existing clients and aggressively pursue new business opportunities. The advisor will become the primary financial advisor for client portfolios including businesses and individuals aligned with Pinnacle's market segments.

The role emphasizes delivering distinctive service, creditworthiness assessment, and comprehensive financial planning across loans, deposits, investments, and estate considerations.

Formación

• Strong knowledge base relative to consumer and commercial loan documents.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Knowledge of federal and state banking regulations and compliance requirements.
• Broad knowledge of bank products and services.
• Excellent verbal and written communication skills.
• Solid leadership and interpersonal skills.
• Strong analytical skills and attention to detail.

Responsabilidades

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Respond to client inquiries and satisfactorily resolve client issues.
• Manage loan portfolio within credit policies and meet client needs.
• Cross-sell financial products and optimize tailored solutions.
• Solicit new personal and business banking relationships and referrals.
• Develop and maintain product knowledge of loan and depository products for small business and affluent markets.

Conocimientos

Client service

Verbal communication

Written communication

Leadership

Analytical skills

Educación

College degree in finance or business

Herramientas

Microsoft Office

Descripción del empleo

Pinnacle is seeking a seasoned Financial Advisor to manage a portfolio of existing clients and aggressively pursue new business opportunities. The advisor will become the primary financial advisor for client portfolios including businesses and individuals aligned with Pinnacle's market segments.

The role emphasizes delivering distinctive service, creditworthiness assessment, and comprehensive financial planning across loans, deposits, investments, and estate considerations.