Senior Financial Advisor – Wealth & Lending

Synovus; Orlando (FL); In loco; USD 90.000 - 150.000; Tempo pieno

Descrizione del lavoro

Synovus in Orlando seeks a Financial Advisor to manage a portfolio of Firm clients and aggressively solicit new business. You will become the primary advisor for a mix of business entities and individuals, delivering tailored financing and depository solutions.

This role requires a strong banking background, deep knowledge of loan structures, and exceptional client service. You will collaborate across departments to meet client financial needs and grow the book of business.

Competenze

• Banking/financial services experience is required.
• Strong knowledge of consumer and commercial loan documents.
• Excellent verbal and written communication.
• Ability to work independently and manage client relationships.

Mansioni

• Manage a portfolio of existing firm clients and develop new business through aggressive solicitation.
• Provide a full range of loan products and deposit services to meet client needs.
• Cross-sell banking products and coordinate with investment and trust teams as needed.
• Ensure compliance with credit policies and regulatory requirements.

Conoscenze

Client service

Credit analysis

Loan documentation

MS Office

Communication skills

Leadership

Independent work

Formazione

Bachelor’s degree in finance or business

Strumenti

Microsoft Office

NMLS licensing knowledge

Descrizione del lavoro

Synovus in Orlando seeks a Financial Advisor to manage a portfolio of Firm clients and aggressively solicit new business. You will become the primary advisor for a mix of business entities and individuals, delivering tailored financing and depository solutions.

This role requires a strong banking background, deep knowledge of loan structures, and exceptional client service. You will collaborate across departments to meet client financial needs and grow the book of business.