Job Summary
The Financial Advisor plays a crucial role in overseeing a portfolio of clients while also focusing on business growth and delivering exceptional financial services. This position involves evaluating the creditworthiness of clients, managing loan portfolios effectively, and promoting a range of financial products to cater to client requirements.
Responsibilities
- Manage and nurture a diverse portfolio of clients.
- Identify and develop new business opportunities.
- Provide tailored financial services to meet individual client needs.
- Assess the creditworthiness of clients and manage loan portfolios responsibly.
- Cross-sell and recommend various financial products and services.
Qualifications
- A minimum of 10 years of experience in banking or financial services.
- A bachelor’s degree in finance or a related business discipline.
- In-depth understanding of banking regulations and loan documentation.
- Strong interpersonal and communication skills.
Synovus provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
