Senior Financial Advisor & Client Growth Leader

synovuscareers; Fort Lauderdale (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

Synovus is seeking a Financial Advisor to manage a portfolio of Firm clients and actively solicit new business. The role involves delivering distinctive service, handling both business and personal banking needs, and advising on a full array of loan and depository products.

Responsibilities include credit analysis, loan approvals within authority, and cross-selling Treasury management, investments, and estate planning.

Qualifications

• College degree in finance or business preferred.
• Strong knowledge of consumer and commercial loan documents.
• Experience with NMLS and SAFE Act compliance may be required.

Responsibilities

• Provide distinctive service to clients and prospects via in person or phone communication.
• Manage loan portfolio and cross-sell depository and investment products.
• Analyze creditworthiness and recommend loan approvals/denials.
• Negotiate credit terms including collateral, pricing, and covenants.
• Solicit new personal and business banking relationships and referrals.
• Develop and maintain product knowledge across loan and depository products.

Skills

Client service

Microsoft Office

Regulatory knowledge

Banking products

Verbal communication

Leadership

Analytical skills

Time management

Interpersonal skills

Attention to detail

Education

College degree (finance or business)

Tools

Microsoft Office

Job description

Synovus is seeking a Financial Advisor to manage a portfolio of Firm clients and actively solicit new business. The role involves delivering distinctive service, handling both business and personal banking needs, and advising on a full array of loan and depository products.

Responsibilities include credit analysis, loan approvals within authority, and cross-selling Treasury management, investments, and estate planning.