Senior Client Relationship & Financial Advisor

Synovus; Calhoun (GA); In loco; USD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

Synovus seeks a Client Service Advisor to deliver distinctive service to a portfolio of clients, opening new accounts, handling maintenance, and supporting service needs. The role targets growth through new business development and referrals from clients and board members.

You will become the primary financial advisor for a diverse client base, including business entities and individuals, aligning solutions with clients' financial goals and risk profiles.

Competenze

• Strong analytical skills and attention to detail.
• Excellent client service skills with tact and diplomacy.
• Ability to work independently and prioritize tasks.
• Experience communicating with clients and team members.

Mansioni

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Administer and manage client loan portfolio within policy guidelines.
• Develop and maintain client relationships and seek new business opportunities.
• Refer clients to other areas such as Trust, Investments, Insurance, and Treasury Management as needed.
• Meet the firm's service standards and ensure customer satisfaction.

Conoscenze

Analytical skills

Excellent client service

Independent work ethic

Communication skills

Formazione

Bachelor's degree in finance or business

Descrizione del lavoro

Synovus seeks a Client Service Advisor to deliver distinctive service to a portfolio of clients, opening new accounts, handling maintenance, and supporting service needs. The role targets growth through new business development and referrals from clients and board members.

You will become the primary financial advisor for a diverse client base, including business entities and individuals, aligning solutions with clients' financial goals and risk profiles.