The Role
Serve as primary client contact for wholesale banking relationships: manage deposit portfolios, ensure KYC/compliance, onboard clients, resolve account issues, maintain data integrity, and identify cross-sell opportunities.
Summary Generated by Built In
Job Summary & Responsibilities
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
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.Preferred Qualifications
Minimum Experience: Minimum of 10 years' experience in financial services.
Required Knowledge, Skills & Abilities: Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Broad knowledge of bank products and services. Knowledge of federal and state banking regulations and compliance requirements. Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with problem-solving ability. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require 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.
Job Summary:
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
Job Duties and Responsibilities:
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
Job Duties and Responsibilities:
- Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Prepare new and renewal loan documents. Create a superior client experience with accurate and timely processing of loan packages, while mitigating the firm's risk by following compliance, loan policies, legal and regulatory requirements. Close and disburse loan proceeds and process booking loans within 10 days. Assist Financial Advisors (FAs) in establishing new deposit relationships. Open depository accounts, verify client credentials, obtain all supporting documentation with zero CIP and deposit exceptions over 45 days. Effectively monitor portfolio risk in terms of delinquencies, maturities, and overdrafts. Ensure the accuracy of critical data (i.e., risk ratings, non-accruals, pricing, etc.) to minimize negative impact on the client or firm. Clear all controllable collateral exceptions within 90 days and all collateral exceptions within 180 days. Prepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.
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
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: High School Diploma or Equivalent -- College degree is preferred.
Minimum Experience: Minimum of 10 years' experience in financial services.
Required Knowledge, Skills & Abilities: Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Broad knowledge of bank products and services. Knowledge of federal and state banking regulations and compliance requirements. Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with problem-solving ability. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require 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.
Skills Required
- Bachelor's degree in Finance, Economics, Marketing, Communications or related field, or equivalent combination of education and experience
- One year as a Wholesale Associate or two years customer service experience in financial services
- Knowledge of KYC due diligence, beneficial ownership certification, and other regulatory requirements
- Proficient with Client Relationship Management (CRM) systems (e.g., Salesforce)
- Proficient with Microsoft Office Suite including Word, Excel, and PowerPoint
- Strong analytical, time management, organizational, and oral/written communication skills
Synovus Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Synovus and has not been reviewed or approved by Synovus.
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Parental & Family Support — Fully paid 12‑week parental and adoption leave is highlighted for eligible mothers and fathers, indicating strong support for family needs. This policy is repeatedly positioned as a standout element of the package.
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Leave & Time Off Breadth — PTO is available from the first day of service and scales with tenure, pointing to accessible and growing time‑off availability. Company materials indicate companywide PTO policies rather than ad‑hoc discretion.
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Equity Value & Accessibility — An employee stock purchase plan includes a 15% company match on contributions (up to a 7% cap by service), providing accessible equity participation beyond base pay. This feature is presented as a notable value‑add in the package.
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The Company
What We Do
Synovus is a full-service, top-performing mid-cap bank with over $57 billion in assets and $7.3 billion in capital and has been named one of Newsweek’s Most Trustworthy Companies. Our purpose is to enable people to reach their full potential, and we pursue that aspiration in all the communities we serve across the Southeast and beyond. Whether you’re a prospect, client, or team member, we know you have goals you want to reach. We’ll help you get there
