Financial Specialist - Buckhead

Synovus•Atlanta, GA

About The Position

The Financial Specialist delivers distinctive service to clients and prospects in person and by telephone, serving as a primary point of contact and minimizing hand-offs. The role supports client banking transactions, account opening and maintenance, operational needs, and conversations about financial products and solutions, with the goal of expanding relationships and providing an engaged client experience in keeping with the Pinnacle Way. The position supports office operations and the Office Leader, monitors required reports, follows firm policies and applicable regulations, and balances client satisfaction with the Firm’s exposure to loss or fraud. It also contributes to team development and performance processes where applicable, and identifies and reports known or suspected policy, legal, regulatory, or risk-limit violations. The description notes that duties are not an exhaustive inventory and that other related duties may be required.

Requirements

High school diploma or equivalent.
At least 10 years of experience in financial services.
Proficiency in Microsoft Office (Word, Excel, and PowerPoint) or related software.
Knowledge of federal banking regulations and compliance.
Broad knowledge of bank products and services.
Excellent interpersonal, verbal communication, and written communication skills.
Excellent organizational skills and attention to detail.
Effective analytical and mathematical reasoning skills, including problem-solving ability.
Ability to multitask and prioritize daily tasks with effective time management.
Ability to work in a fast-paced environment and under pressure with a high degree of accuracy.
Excellent client service skills.
Tact and diplomacy in dealing with clients and team members.
Ability to stand and sit for prolonged periods; use manual dexterity; communicate verbally; maintain visual acuity; perform repetitive motions; and hear.
Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
May be required to complete successful registration and obtain a unique identification number from the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act within an established timeframe after employment, including a nationwide fingerprint check.

Nice To Haves

College degree preferred.

Responsibilities

Provide distinctive in-person and telephone service to clients and prospects, respond to inquiries, and resolve client issues.
Support the three-ring phone-answering standard and greet and acknowledge clients entering the office.
Assist with banking transactions, including deposits, withdrawals, payments, balances, and office capture duties.
Follow guidelines for check cashing, Regulation CC, and new account opening, and comply with firm policies, procedures, federal regulations, and state laws.
Open new accounts as needed; process paperwork, verify client credentials, and obtain supporting documentation.
Provide general account and client support, including account maintenance, instant-issue debit cards, safe deposit boxes, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest-rate inquiries, and ATM inquiries.
Prioritize client requests and make on-the-spot decisions while weighing client satisfaction against risk of loss or fraud.
Monitor and manage required reports to support operational excellence and provide operational support to the Office Leader.
Address clients’ business and personal financial needs and refer them to specialty areas such as Trust, Investments, Insurance, and Treasury Management as appropriate.
Manage annual performance management and merit processes for direct and indirect reports, as applicable.
Coach and develop team members and foster an engaged work environment.
Work with Human Resources on employee relations, compensation, training, and posting and filling vacancies, among other HR matters.
Observe applicable policies, procedures, laws, regulations, and role-specific risk limits, and promptly report known or suspected violations to the appropriate Company authority.
Assist other team members as needed to ensure distinctive service.
Perform other related duties as required.