Account Executive, Client Services jobs in United States
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Synovus · 15 hours ago

Account Executive, Client Services

positionAtlanta, GA
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
date2+ years exp

Synovus is a financial services company, and they are seeking an Account Executive to support the loan origination group. The role involves facilitating case follow-up, responding to client inquiries, and serving as a liaison between clients and the company.

BankingFinanceFinancial Services

Responsibilities

Provides support for both the life insurance policy closing and the loan origination operation and assists with life insurance carrier and client service inquiries
Exercises discretion and independent judgment with respondent to basic matters of life insurance application and carriers, agent, borrower application and all other client services requests
Participates in the design, closing and servicing of the life insurance case and the resulting loan case management
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

Life insurance knowledgeMicrosoft Office proficiencyMulti-taskingCommunication skillsClient service

Required

Bachelor's degree in Finance, Economics or related field or an equivalent combination of education and experience
Two years of transactional life insurance support or relevant work experience
Knowledge of life insurance planning and associated tools
Skill multi-tasking and focusing on priorities while managing multiple cases
Strong written and verbal communication skills
Proficiency using Microsoft Office software products

Company

Synovus

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Synovus is a financial services company that provides commercial banking, retail banking, investment, and mortgage services.
dateFounded in 1888
location
Columbus, Georgia, USA
people-size5001-10000 employees
web-link
https://www.synovus.com

Funding

Current Stage
Public Company
Total Funding
$1.5B
2025-12-09Post Ipo Debt· $500M
2025-07-24Acquired
2024-10-29Post Ipo Debt· $500M

Leadership Team

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Anne Fortner
Head of Enterprise Credit Risk
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Blake Thrasher
Market President
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