Senior Client Advisor & Portfolio Growth

Synovus Financial Corp.; Montgomery (AL); On-site; USD 48,000 - 60,000; Full time

Job summary

Synovus Financial Corp. in Montgomery, AL seeks a Client Service Advisor to deliver distinctive service and manage a client portfolio that includes business entities and individuals.

You will open new accounts, perform account maintenance, and assist clients with service needs while pursuing targeted new business opportunities. The role emphasizes building relationships, offering appropriate financial products, and coordinating with related banking services.

Qualifications

• Strong analytical skills and attention to detail.
• Ability to work independently and prioritize daily tasks.
• Excellent client service and communication skills.
• Wamiliarity with banking products and services is a plus.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Open new accounts for all products and maintain existing accounts.
• Develop and manage business relationships with emphasis on prudent growth and credit quality.
• Identify client needs and deliver appropriate financial solutions.

Skills

Client service

Account opening

Relationship management

Financial products

Education

College degree preferred

Job description

Synovus Financial Corp. in Montgomery, AL seeks a Client Service Advisor to deliver distinctive service and manage a client portfolio that includes business entities and individuals.

You will open new accounts, perform account maintenance, and assist clients with service needs while pursuing targeted new business opportunities. The role emphasizes building relationships, offering appropriate financial products, and coordinating with related banking services.