Manage client portfolio for closely held businesses
Assess client financial needs and provide solutions
Generate sba loans and manage credit situations
Synovus Financial Corp is seeking a Financial Advisor in Pensacola, FL, to manage relationships with closely held businesses, providing tailored banking solutions. The role focuses on expanding client portfolios, achieving sales goals, and ensuring outstanding client service through a comprehensive understanding of commercial banking products
Job Summary
The role focuses on developing and managing relationships with closely held businesses having annual sales revenue between $2.5MM and $75MM.
Employees are expected to meet sales goals by delivering outstanding client service and expanding relationships through advice-driven cross-selling efforts.
The position requires acting as a commercial banking expert who reviews applicant financial data to evaluate credit worthiness and manages difficult credit situations.
Matching Summary
Match Score: 85
Synovus Financial Corp is seeking a Financial Advisor in Pensacola, FL, to manage relationships with closely held businesses, providing tailored banking solutions. The role focuses on expanding client portfolios, achieving sales goals, and ensuring outstanding client service through a comprehensive understanding of commercial banking products.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Manage client portfolio for closely held businesses
Assess client financial needs and provide solutions
Generate SBA loans and manage credit situations
Network to establish referral relationships
Collaborate with internal business partners
Nice-to-have
Active participation in community organizations
Experience with treasury management products
Strong leadership and training capabilities
Proactive problem-solving skills
Key Requirements
Evaluate credit worthiness of applicants
Negotiate loan terms within limits
Adhere to established loan policies and procedures
Monitor outstanding loans for ongoing credit worthiness