Senior Client Advisor, Banking & Wealth Solutions

Synovus Financial Corp; Boca Raton (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Synovus Financial Corp in Boca Raton, FL seeks a Client Service Advisor to deliver distinctive service to clients, open and maintain accounts, and assist with service needs while pursuing new business opportunities.

The role focuses on managing a client portfolio, expanding relationships with businesses and individuals, and acting as a primary financial advisor within Pinnacle’s market segment, with emphasis on risk and compliance.

Qualifications

• Strong analytical skills and attention to detail.
• Excellent client service skills with tact and diplomacy.
• Ability to work independently and prioritize daily tasks.

Responsibilities

• Provide distinctive service to clients and prospects, in person and by phone; respond to inquiries and resolve issues.
• Administer and manage client loan portfolios in line with credit policies.
• Develop and maintain product knowledge across loan and depository products for small business and affluent individuals.
• Solicit new personal and business banking relationships and referrals.

Skills

Analytical skills

Client service

Independent work

Communication

Education

College degree preferred -- finance or business-related field

Job description

Synovus Financial Corp in Boca Raton, FL seeks a Client Service Advisor to deliver distinctive service to clients, open and maintain accounts, and assist with service needs while pursuing new business opportunities.

The role focuses on managing a client portfolio, expanding relationships with businesses and individuals, and acting as a primary financial advisor within Pinnacle’s market segment, with emphasis on risk and compliance.