Financial Advisor Associate -Legal Industry Deposit Services (Atlanta, GA)
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Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank Financial Advisor Associate -Legal Industry Deposit Services (Atlanta, GA)
Description
Job Summary:
Support a specialized specialty banking team serving fiduciaries, legal professionals, and court-appointed administrators nationwide. This role will require the candidate to work in an Atlanta, GA based office. If currently residing outside of Atlanta, GA relocation to Atlanta, GÅ will be necessary.
We are seeking a highly organized, service-oriented Financial Advisor Associate to support our Legal Industry Deposit Services team. In this role, you will partner with Financial Advisors to onboard, service, and maintain complex specialty deposit relationships for bankruptcy estates, receiverships, liquidating trusts, escrow accounts, and other fiduciary entities. The ideal candidate will have experience supporting commercial deposits, specialty deposit accounts, trust or fiduciary banking relationships, or treasury-related client servicing.Job Duties and Responsibilities:
- Support Financial Advisors in managing commercial deposit relationships throughout the client lifecycle.
- Assist with onboarding and servicing fiduciary, escrow, trust, bankruptcy, receivership, and other specialized commercial accounts.
- Review legal and account-opening documentation to ensure compliance, accuracy, and timely account setup.
- Coordinate account maintenance, documentation updates, exception resolution, and client servicing requests.
- Partner with Operations, Treasury Management, Compliance, and other internal teams to deliver a seamless client experience.
- Monitor account documentation and servicing requirements while maintaining strong risk and compliance controls.
- Provide responsive, high-touch support to clients, referral partners, and internal stakeholders.
- 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.