Financial Advisor Associate

Synovus Financial Corp

Albany, GA, US
On-site
Manage client relationships and deposit portfolios
Execute know your customer (kyc) compliance
Utilize salesforce for reporting and pipeline
The role partners with Bankers to proactively grow and maintain client relationships while aligning with the bank's deposit gathering strategy

Job Summary

  • The role partners with Bankers to proactively grow and maintain client relationships while aligning with the bank's deposit gathering strategy.
  • Employees serve as a central point of contact for regulatory requirements like KYC and ensure accurate execution of all processes.
  • The position involves managing high-profile client accounts, identifying cross-sell opportunities, and utilizing Salesforce for activity reporting.

Matching Summary

The role partners with Bankers to proactively grow and maintain client relationships while aligning with the bank's deposit gathering strategy.

Skills & Requirements

Must-have

  • Manage client relationships and deposit portfolios
  • Execute Know Your Customer (KYC) compliance
  • Utilize Salesforce for reporting and pipeline
  • Identify cross-sell opportunities for clients
  • Maintain data integrity in customer systems

Nice-to-have

  • Proactive client communication skills
  • Strong problem resolution abilities
  • Experience with Treasury Management products
  • Ability to work collaboratively with bankers

Key Requirements

  • Knowledge of banking regulations and KYC due diligence
  • Experience with account opening and maintenance procedures
  • Familiarity with Treasury products and overdraft risks

Work Rights

Not specified

Tailored Resume

Cover Letter