Senior Client Services & Wealth Advisor

Synovus; Prattville (AL); In loco; USD 45.000 - 70.000; Tempo pieno

Descrizione del lavoro

Synovus in Prattville, AL seeks a Client Service Advisor to deliver distinctive service and become the primary financial advisor for a client portfolio. You will open new accounts, maintain existing ones, assist clients with service needs, and pursue new business opportunities within Pinnacle's market.

Responsibilities include managing client relationships, cross-selling related financial products, and coordinating with Wealth, Trust, Investments, and Treasury teams to meet client needs while

Competenze

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

Mansioni

• Open new accounts for all products and provide account maintenance.
• Assist clients with service needs and respond to inquiries.
• Develop and manage a portfolio of clients and pursue new business.
• Solicit new personal and business banking relationships and referrals.
• Coordinate with other specialists (Trust, Investments, Insurance, Treasury).
• Maintain product knowledge of loan and depository products for targeted markets.

Conoscenze

Strong analytical skills

Independent work

Excellent client service

Tact and diplomacy

Formazione

College degree in finance or business

Descrizione del lavoro

Synovus in Prattville, AL seeks a Client Service Advisor to deliver distinctive service and become the primary financial advisor for a client portfolio. You will open new accounts, maintain existing ones, assist clients with service needs, and pursue new business opportunities within Pinnacle's market.

Responsibilities include managing client relationships, cross-selling related financial products, and coordinating with Wealth, Trust, Investments, and Treasury teams to meet client needs while