About The Position
This entry-level banking role focuses on building proficiency in transactional and service functions. The individual will operate as a multi-functional team member, capable of processing transactions, providing excellent service, and consulting in an advisory capacity to maximize sales potential. The role involves accurately and efficiently processing transactions while introducing products, services, and digital options that meet customer needs and encourage relationship growth with Synovus. Key aspects include identifying customer needs, cross-selling and up-selling opportunities, expanding and retaining customer relationships, and contributing to the financial growth of the branch. This position also serves as the first line of defense in preventing fraud and mitigating risk, demonstrating a commitment to customer satisfaction by adhering to the Customer Covenant. On average, approximately 80% of the time will be spent on transactional functions and 20% on servicing functions.
Requirements
- High school diploma or equivalent
- Six months of customer service, sales or other related work experience or completion of one year of college/vocational school in lieu of work experience.
- Knowledge of bank operations, policies and procedures and federal bank regulations
- Knowledge of bank products and services
- Strong customer service skills
- Aptitude for consultative selling
- Strong listening and comprehension skills to identify customer financial needs, goals and objectives
- Strong interpersonal skills to establish rapport with customers
- Careful attention to detail with ability to manage time and multi-task
- Mathematical skills
- Proficiency using Microsoft Office software products
Nice To Haves
- Banking experience highly preferred
Responsibilities
- Proactively and pleasantly greet customers to establish a connection and develop rapport, providing outstanding, personalized customer service and Lobby Leadership.
- Assess customer needs, share and educate in alignment with the digital strategy, and direct them to appropriate service areas or banking representatives.
- Execute a variety of customer transactions accurately and efficiently, assisting customers with inquiries and providing issue resolution professionally.
- Cash checks and process withdrawals, pay out money after verification, and prepare official checks and money orders.
- Count, check, and package coins and currency; balance cash drawer at the end of the day and report discrepancies.
- Check night depository bags and record information; accept retail and commercial deposits, verify cash and endorsements, and provide receipts.
- Accept savings deposits and withdrawals, verifying signatures.
- Optimize customer relationships by referring them to branch team members and/or Synovus partners for cross-selling opportunities.
- Listen carefully to customers to understand their financial priorities and promote bank products, digital options, and services accordingly.
- Promote Synovus products such as consumer deposits, loans, IRAs, certificates of deposit, and credit cards.
- Perform proactive outreach to customers and prospects during sales campaigns and promotions.
- Utilize the Sales Management system to capture and track referrals.
- Participate in daily kick-off and huddle activities, weekly sales meetings, and sales and training activities.
- Support sales campaigns and bank initiatives and products as assigned.
- Champion the digital strategy and utilize, show, and engage customers with in-branch digital tools.
- Adhere to Branch Operations Standards, policies, procedures, and regulatory guidelines to protect against risk.
- Maintain a high level of awareness to recognize and report suspected fraud.
- Follow the business code of conduct, including reporting known or suspected violations.
- Complete compliance and other assigned training on time.
- Demonstrate professionalism in appearance, punctuality, and behavior.
- Maintain a clean, organized work area.
- Be aware of risk within the functional area, observing all policies, procedures, laws, regulations, and risk limits.
- Perform other related duties as required.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
