Senior Banking & Wealth Financial Advisor

Synovus Financial Corp.; Hoover (AL); On-site; USD 80,000 - 120,000; Full time

Job summary

Synovus Financial Corp. in Hoover, AL seeks a seasoned Financial Advisor to manage an existing client portfolio and aggressively develop new business through identified prospects.

The role focuses on delivering distinctive service and building long-term relationships with business entities, owners, and individuals. You will work within Pinnacle's framework, applying credit policies, cross-selling banking products, and coordinating with Wealth/Investment teams as needed.

Qualifications

• College degree in finance or business preferred.
• Minimum 10 years’ banking/financial services experience.
• Strong knowledge of consumer and commercial loan documents.
• Proficient in MS Office and related software.
• Excellent verbal and written communication skills.

Responsibilities

• Manage portfolio of existing Firm clients and solicit new business.
• Provide a full array of loan and depository products per client needs.
• Cross-sell investment and treasury services as appropriate.
• Ensure compliance with credit policies and regulations.
• Build and maintain strong client relationships and referrals.

Skills

Client relationship management

Credit policy compliance

Microsoft Office

Strong communication skills

Analytical skills

Independently prioritize tasks

Education

College degree (finance or business)

Tools

Microsoft Office

Job description

Synovus Financial Corp. in Hoover, AL seeks a seasoned Financial Advisor to manage an existing client portfolio and aggressively develop new business through identified prospects.

The role focuses on delivering distinctive service and building long-term relationships with business entities, owners, and individuals. You will work within Pinnacle's framework, applying credit policies, cross-selling banking products, and coordinating with Wealth/Investment teams as needed.