Senior Financial Services Advisor | Client Solutions

Synovus Financial Corp; Fort Myers, Northern (FL, KY); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Synovus Financial Corp in Fort Myers seeks a Financial Specialist - Floating to deliver distinctive client service as a single touch point, handling deposits, withdrawals, and account openings across Pinnacle offices as needed.

The role promotes the Pinnacle Way, expands client relationships, and coordinates with Trust, Investments, Insurance and Treasury Management. Minimum education is high school diploma; 10 years in financial services preferred.

Qualifications

• High School Diploma or Equivalent
• College degree preferred
• Minimum of 10 years' experience in financial services.

Responsibilities

• Provide distinctive service to clients in person and by phone.
• Open new accounts and assist with deposits, withdrawals, and other transactions.
• Ensure compliance with firm policies, Reg CC, and applicable regulations.
• Refer clients to Trust, Investments, Insurance and Treasury Management as appropriate.

Education

High School Diploma or Equivalent

College degree preferred

Job description

Synovus Financial Corp in Fort Myers seeks a Financial Specialist - Floating to deliver distinctive client service as a single touch point, handling deposits, withdrawals, and account openings across Pinnacle offices as needed.

The role promotes the Pinnacle Way, expands client relationships, and coordinates with Trust, Investments, Insurance and Treasury Management. Minimum education is high school diploma; 10 years in financial services preferred.