Senior Financial Advisor: Lending & Wealth Solutions

Synovus; Orlando (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Synovus is seeking a Financial Advisor to manage a portfolio of existing clients and aggressively solicit new business. The role includes advising on loans, deposit products, and investment referrals, while maintaining credit quality and regulatory compliance.

The ideal candidate has a college degree in finance or business and at least 10 years in banking/financial services, with strong communication and analytical skills, and the ability to work independently.

Qualifications

• College degree in finance or business preferred.
• Minimum of 10 years' experience in banking/financial services.
• Strong knowledge of consumer and commercial loan documents; regulatory knowledge.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Respond to client inquiries and resolve issues; support live calls within three rings.
• Manage client loan portfolios and cross-sell banking products; develop new business.

Skills

Client service

Microsoft Office

Communication skills

Analytical skills

Attention to detail

Education

College degree (finance or business)

Tools

Word

Excel

PowerPoint

Job description

Synovus is seeking a Financial Advisor to manage a portfolio of existing clients and aggressively solicit new business. The role includes advising on loans, deposit products, and investment referrals, while maintaining credit quality and regulatory compliance.

The ideal candidate has a college degree in finance or business and at least 10 years in banking/financial services, with strong communication and analytical skills, and the ability to work independently.