Senior Financial Advisor - Loans, Deposits & Investments

Synovus; Columbus (GA); On-site; USD 90,000 - 130,000; Full time

Job summary

Synovus Financial Corp. is seeking a Financial Advisor to manage an existing client portfolio and aggressively solicit new business, serving both business entities and individuals consistent with the bank's segmentation.

The role emphasizes distinctive service, loan portfolio management, and cross-selling banking and investment products. Responsibilities include ensuring compliance with credit policies, analyzing creditworthiness, and developing long-term client relationships while mentoring

Qualifications

• High school diploma or equivalent.
• Minimum of 10 years' experience in banking/financial services.
• NMLS registration may be required.
• Series 7 licensing may be required depending on duties.

Responsibilities

• Provides distinctive service to clients and prospects, in person and over the telephone; responds to inquiries and resolves issues.
• Administers and manages client loan portfolios in line with credit policies.
• Offers a full array of loan products to meet client needs.
• Meets regulatory and risk standards as per KPI reports.
• Analyzes creditworthiness and approves/denies loan requests.
• Develops and manages business relationships with prudent growth and credit quality.
• Structures credit terms, collateral, pricing, and covenants; approves loans within authority.
• Cross-sells banking products and investment referrals as appropriate.
• Solicits new personal and business banking relationships.
• Engages in development and training activities and mentors team members.

Skills

Loan documents knowledge

MS Office proficiency

Banking regulations knowledge

Bank products & services knowledge

Verbal & written communication

Leadership & interpersonal skills

Analytical skills

Independent work & prioritization

Tact & diplomacy

Education

High school diploma or equivalent

College degree in finance or business (preferred)

Job description

Synovus Financial Corp. is seeking a Financial Advisor to manage an existing client portfolio and aggressively solicit new business, serving both business entities and individuals consistent with the bank's segmentation.

The role emphasizes distinctive service, loan portfolio management, and cross-selling banking and investment products. Responsibilities include ensuring compliance with credit policies, analyzing creditworthiness, and developing long-term client relationships while mentoring