Synovus · 8 hours ago
Financial Advisor Assistant
Fort Lauderdale, FL
Full-time
Onsite
Entry Level
3+ years expSynovus is committed to fostering an inclusive work environment, and they are seeking a Financial Advisor Assistant to partner with Bankers in managing client relationships within Wholesale Banking. This role involves ensuring client satisfaction, managing deposit portfolios, and maintaining compliance with regulatory requirements while providing a concierge experience to clients.
BankingFinanceFinancial Services
Responsibilities
Manages the client experience for Wholesale clients with complex loan and deposit account structures. Delivers timely and accurate resolution Communicates clearly and can identify opportunities that can contribute to our clients business
Builds relationships with clients through proactive contact including in-person and telephone conversations. Sets client expectations and follow through to resolves client issues and inquiries. Gages client satisfaction. Participates in client activities to reinforce the RA role as the primary contact for daily ongoing needs
Educates the client on KYC Due Diligence, Beneficial Ownership Certification and other regulatory requirements while facilitating the receipt of documentation. Utilizes Wholesale Client Services resources to accurately establish and update client profiles based BSA/AML requirements
Utilizes reporting to maintain data integrity and ensures compliance with regulatory and company requirements are met
Uses project management skills to successfully onboard new clients and partners with Treasury Implementation to deliver a customer centric experience
Maintains awareness of Bank products and recognizes opportunities for further discussions with clients. Acts as a liaison between bank partners
Regularly communicates with Bankers and other product partners to keep the team aware of relationship activities. Adds value to the partnership through the utilization of Salesforce for accurate reporting of client contact information, calling, pipeline reporting and closed activity
Understands loan structures and credit agreement language to assist clients with loan related questions. Works with Loan partners to execute payments, advances, Letter of Credit and loan research
Remains current regarding Treasury products. Reaches out to product partners when a product needs has been identified. Engages product partners in the event of an complex product issue. Attends Treasury Management reviews and other calls as needed to enhance the relationship
Understands risks associated with bank products and overdrafts. Escalates risk topics to appropriate manager. Waives fees (e.g., NSF, Wire) within established authority parameters and department procedures. Monitors client trends in deposit activity obtained through deposit reporting and alerts Banker or primary contact
Opens, closes and maintains accounts. Updates relationship documents as needed due to customer changes or changes resulting from new regulations (e.g., beneficial owner form control prong or added due diligence). Reviews documents for accuracy and obtains all information to work toward minimal technical exceptions
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
Qualification
Required
Bachelor's degree in Finance, Economics, Marketing, Communications or a related field, or an equivalent combination of education and experience
One year as a WRA I; or 3 years of customer service experience in the financial services industry
Excellent analytical, time management and organizational skills
Ability to communicate effectively with potential, new, and established client groups
Strong oral and written communication skills
Proficient with Client Relationship Management (CRM) systems
Proficient with Microsoft Office Suite including Word, Excel and PowerPoint
Preferred
Wholesale Banking Experience
Company
Synovus
Synovus is a financial services company that provides commercial banking, retail banking, investment, and mortgage services.
5001-10000 employees
H1B Sponsorship
Synovus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (3)
2023 (1)
2022 (2)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-12-09Post Ipo Debt· $500M
2025-07-24Acquired
2024-10-29Post Ipo Debt· $500M
Leadership Team
Anne Fortner
Head of Enterprise Credit Risk
Blake Thrasher
Market President
Recent News
2026-01-22
Morningstar.com
2026-01-15
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-11
Company data provided by crunchbase