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Personal Advisor

Company: Synovus Financial Corp.
Location: Savannah
Posted on: July 12, 2019

Job Description:

Job Summary:

The purpose of the Personal Advisor to provide professional advisory expertise and service the financial needs of mass affluent banking clients, helping them to achieve their goals. The Personal Advisor deepens customer relationships through ongoing engagement and personalized advice, strengthens loyalty and trust with existing customers, and cultivates new relationships. Recognizing the importance of every customer interaction, the Personal Advisor works to consistently deliver a customer experience that demonstrates proactive thinking, understanding of customers' needs and offers solutions that meet or exceed customers' priorities.

Job Duties and Responsibilities:

* Primarily responsible for the efficient management and development of a portfolio of mass affluent customers. Target clients often have investable assets between $100K to $750K and combined balances with Synovus of $100K.

* Consults with customers to understand their financial goals and offers high quality professional advice and solutions tailored to their goals that meets or exceeds their expectations. Enhances and facilitates customers' opportunities to meet their goals for asset acquisition and accumulation. Develops and deepens relationships with existing mass affluent clients' through proactive and regular contact.

* Proactively expands the client base by networking and initiating new relationships, establishing rapport, and providing high quality financial knowledge and advice. Engages in a regular and enthusiastic calling program with customers, prospects, and centers of influence and follows up with all contacts and leads.

* Provides full balance sheet banking services and outstanding customer service to mass affluent customers and manages a portfolio of consumer account relationships. Resolves inquiries, opens and services accounts, proactively identifies other needs that the customer may have and personally fulfills those banking product and service needs.

* Develops strong partnerships with internal business partners to serve customers' needs in other lines of business. Introduces customers to partners and collaborates with them to provide innovative solutions that enhance the customers' experience while achieving their financial goals.

* Delivers a holistic experience by specifically identifying and addressing customer priorities and appropriately engaging the subject matter experts.

* Develops strong relationships with external centers of influences to source new opportunities by becoming involved in the community, and networking to identify and capitalize on new business development opportunities.

* Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.

* Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Synovus is an Equal Opportunity Employer supporting diversity in the workplace.

Minimum Education:

* Bachelor's degree in Finance, Business Administration, Accounting or a related field, or an equivalent combination of education and experience

Minimum Experience:

* Three (3) years of job specific financial services industry experience where defined goals and accountabilities were routinely met or exceeded and experienced/proficient in Consumer loan processing

Certification(s):

* Series 7; Series 66 (or both Series 63 and 65) Licenses

* This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check

Required Knowledge, Skills, & Abilities:

* Knowledge of retail banking products, services and operations

* Knowledge of banking products including lending, deposits, and some investment areas

* Business development experience

* Excellent sales and advisory skills aptitude

* Technology savvy; ability to use a variety of personal devices, audio visual equipment, teleconferencing

* Understanding of technology channels in banking, including mobile

* Exposure to lending and credit principles

* Excellent oral and written communications skills and ability to make effective presentations

* Knowledge of Federal, State and other banking regulations and compliance requirements

* Proficient in related banking software and Microsoft Office including Word, Excel, PowerPoint

Keywords: Synovus Financial Corp., Savannah , Personal Advisor, Other , Savannah, Georgia

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