Senior Financial Services Advisor

Synovus Financial Corp; Miami (FL); On-site; USD 65,000 - 110,000; Full time

Job summary

Synovus Financial Corp is seeking a Financial Specialist to serve clients as a single touch point, guiding them through deposits, withdrawals, and product solutions. The role emphasizes a distinctive service approach, deep product knowledge, and proactive client engagement to expand relationships.

The position requires a strong command of banking operations, risk awareness, and the ability to work in a fast-paced environment while maintaining accuracy and compliance.

Qualifications

• Proficient in Microsoft Office and related software.
• Knowledge of federal banking regulations and compliance.
• Broad knowledge of bank products and services.
• Excellent interpersonal and communication skills.

Responsibilities

• Provide distinctive service to clients and prospects in person and over the telephone, resolving inquiries and issues.
• Open new accounts and handle appropriate paperwork, verify credentials, and obtain documentation.
• Support office operations, respond to client needs, and adhere to bank policies and regulations.
• Lead and coach team members, manage performance processes, and work with HR on personnel matters.
• Identify and mitigate risks, ensure compliance with laws and internal policies.

Skills

Customer service

Interpersonal skills

Time management

Analytical thinking

Education

High School Diploma or GED

College degree preferred

Tools

Microsoft Office

Job description

Synovus Financial Corp is seeking a Financial Specialist to serve clients as a single touch point, guiding them through deposits, withdrawals, and product solutions. The role emphasizes a distinctive service approach, deep product knowledge, and proactive client engagement to expand relationships.

The position requires a strong command of banking operations, risk awareness, and the ability to work in a fast-paced environment while maintaining accuracy and compliance.