Senior Financial Advisor – Banking & Lending

Synovus; Sarasota (FL); On-site; USD 95,000 - 140,000; Full time

Job summary

Synovus is seeking a Financial Advisor to manage an existing client portfolio and aggressively solicit qualified prospects to develop new business. The successful candidate will become the primary financial advisor for a portfolio including business entities, owners, and individuals aligned with Pinnacle's market segmentation.

The role requires a deep credit and loan product knowledge, strong client service, and the ability to cross-sell and expand relationships while maintaining risk and credit

Qualifications

• College degree preferred in finance or business-related field.
• Minimum of 10 years' experience in banking/financial services.
• Strong knowledge of consumer and commercial loan documents.
• Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Administer and manage client loan portfolio in line with credit policies.
• Cross-sell financial products including depository accounts, treasury management, and investments.
• Develop and manage business relationships with emphasis on prudent growth and ongoing credit quality.
• Solicit new personal and business banking relationships and referrals.

Skills

Loan knowledge

Client service

Credit analysis

Communication

Education

College degree in finance or business-related field

Tools

Microsoft Office

Job description

Synovus is seeking a Financial Advisor to manage an existing client portfolio and aggressively solicit qualified prospects to develop new business. The successful candidate will become the primary financial advisor for a portfolio including business entities, owners, and individuals aligned with Pinnacle's market segmentation.

The role requires a deep credit and loan product knowledge, strong client service, and the ability to cross-sell and expand relationships while maintaining risk and credit