Senior Financial Advisor — Wealth & Lending Solutions

Synovus Financial Corp; Tampa (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

Synovus Financial Corp. is seeking a seasoned Financial Advisor in Tampa to manage a portfolio of clients and aggressively develop new business with qualified prospects.

The role includes handling business entities, owners, and individuals aligned with Pinnacle's market approach. Responsibilities cover lending, deposit products, cross-selling of investment and treasury services, and providing tailored financial planning.

Qualifications

• College degree in finance or business preferred.
• 10+ years in banking/financial services.
• Strong knowledge of loan documents and banking regulations.
• Excellent communication and client service skills.

Responsibilities

• Manage a portfolio of firm clients and solicit new business.
• Provide loan and depository products; cross-sell investments and treasury management.
• Ensure compliance with credit policies and regulations.
• Develop and maintain relationships to drive growth and credit quality.

Skills

Customer service

Credit analysis

Loan underwriting

Sales

Financial planning

MS Office

Education

Bachelor's degree in finance or business

Tools

NMLS licensing

FINRA licensing

Loan origination systems

Job description

Synovus Financial Corp. is seeking a seasoned Financial Advisor in Tampa to manage a portfolio of clients and aggressively develop new business with qualified prospects.

The role includes handling business entities, owners, and individuals aligned with Pinnacle's market approach. Responsibilities cover lending, deposit products, cross-selling of investment and treasury services, and providing tailored financial planning.