Senior Financial Advisor - Wealth & Lending Specialist

Synovus Financial Corp; Orlando (FL); In loco; USD 80.000 - 120.000; Tempo pieno

Descrizione del lavoro

Synovus Financial Corp in Orlando seeks a Financial Advisor to manage a portfolio of existing Firm clients and aggressively solicit qualified prospects to develop new business. The role aims to become the primary financial advisor for a diverse client base including business owners and individuals.

You will collaborate across banking products, loans, deposits, investments and wealth planning, deliver distinctive service, and strive to meet regulatory standards while building long-term client

Competenze

• Minimum of 10 years' experience in banking/financial services.
• Strong knowledge of consumer and commercial loan documents and credit processes.
• Excellent communication, analytical, and relationship-building skills.
• Proficient in MS Office and compliance with banking regulations.

Mansioni

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Respond to client inquiries and resolve issues while meeting KPI standards.
• Manage loan portfolio and cross-sell products like depository accounts and investments.
• Develop and manage business relationships with emphasis on prudent growth and credit quality.
• Solicit new personal and business banking relationships and refer to other specialty areas as needed.

Conoscenze

Portfolio management

Prospecting

Client service

Credit knowledge

MS Office

Formazione

College degree in finance or business

Strumenti

Microsoft Office

Descrizione del lavoro

Synovus Financial Corp in Orlando seeks a Financial Advisor to manage a portfolio of existing Firm clients and aggressively solicit qualified prospects to develop new business. The role aims to become the primary financial advisor for a diverse client base including business owners and individuals.

You will collaborate across banking products, loans, deposits, investments and wealth planning, deliver distinctive service, and strive to meet regulatory standards while building long-term client