Senior Financial Advisor - Private Banking

Synovus; Boca Raton (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Synovus in Boca Raton, FL seeks a Senior Client Service Advisor to deliver distinctive service and manage a client portfolio. You will open and maintain accounts, handle service needs, and support new business development for individuals and business entities.

You will act as the primary financial advisor for a growing client base, including referrals from board members and executives. The role emphasizes relationship development, cross-selling financial products, and adherence to risk and

Qualifications

• Minimum of 10 years' experience in financial service or related fields.
• Strong analytical skills and attention to detail.
• Excellent client service skills, with tact and diplomacy.

Responsibilities

• Provide distinctive service to clients via in person or phone, resolving issues.
• Manage loan portfolios consistent with credit policies and client needs.
• Develop and maintain relationships to grow business and cross-sell products.
• Solicit new personal and business banking relationships and referrals.
• Be the financial advisor for a portfolio including business and individuals.

Skills

Analytical skills

Client service

Communication

Independent work

Risk awareness

Education

Finance or business degree

Job description

Synovus in Boca Raton, FL seeks a Senior Client Service Advisor to deliver distinctive service and manage a client portfolio. You will open and maintain accounts, handle service needs, and support new business development for individuals and business entities.

You will act as the primary financial advisor for a growing client base, including referrals from board members and executives. The role emphasizes relationship development, cross-selling financial products, and adherence to risk and