Senior Client Advisor & Relationship Manager

Synovus Financial Corp.; Prattville (AL); On-site; USD 50,000 - 75,000; Full time

Job summary

Synovus Bank in Prattville, AL is seeking a Client Service Advisor who delivers distinctive service to clients by embracing The Pinnacle Way. The role handles opening new accounts, maintaining existing accounts, assisting clients with service needs, and contributing to new business development.

You will manage a portfolio of clients including business entities and individuals, become the primary financial advisor for their needs, and collaborate with teams to cross-sell products such as

Qualifications

• College degree is preferred in finance or business.
• Minimum of 10 years' experience in financial service.
• Strong analytical and client service skills.
• Ability to work independently and prioritize daily tasks.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
• Administer and Manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of the client.
• Solicit new personal and business banking relationships.
• Refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management when appropriate.
• Develop and maintain product knowledge of loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market.

Skills

Client service

Analytical

Independent work

Attention to detail

Verbal communication

Education

College degree preferred

Job description

Synovus Bank in Prattville, AL is seeking a Client Service Advisor who delivers distinctive service to clients by embracing The Pinnacle Way. The role handles opening new accounts, maintaining existing accounts, assisting clients with service needs, and contributing to new business development.

You will manage a portfolio of clients including business entities and individuals, become the primary financial advisor for their needs, and collaborate with teams to cross-sell products such as