Financial Specialist - Baytree Rd, Valdosta

Synovus•Valdosta, GA

About The Position

The Financial Specialist provides distinctive service to clients and prospects in person and over the telephone, serving as a single point of contact and minimizing hand-offs. The role engages clients in conversations about products and solutions, provides appropriate solutions, expands existing relationships, and promotes an engaged client experience by embracing the Pinnacle Way. The position supports client banking transactions and account servicing, new account opening, office operations, risk management, and compliance with firm policies, federal regulations, and state laws. It also supports the Office Leader, refers clients to specialty areas when appropriate, and assists other team members to ensure distinctive service. The role includes coaching and developing team members and managing performance and merit processes for direct and indirect reports as applicable. The job description notes that its duties are not a comprehensive inventory of all responsibilities and qualifications. The position may require registration and issuance of a unique identification number through the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act, within an established timeframe after employment, including a nationwide fingerprint check.

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, and written communication skills.
Excellent organizational skills and attention to detail.
Effective analytical and mathematical reasoning skills, including problem-solving ability.
Ability to multitask, prioritize daily tasks, and manage time effectively.
Ability to work in a fast-paced environment and under pressure with a high degree of accuracy.
Excellent client service skills.
Tact and diplomacy when dealing with clients and team members.
Ability to stand and sit for prolonged periods, use manual dexterity, communicate verbally, see, hear, and perform repetitive motions; the work may require long periods of mental concentration.
Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
May be required to register with 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 service to clients and prospects in person and by telephone; respond to inquiries and resolve client issues.
Support the three-ring phone-answering standard and greet clients entering the office.
Assist with banking transactions, including deposits, withdrawals, payments, balance inquiries, and office capture duties.
Follow guidelines for check cashing, Regulation CC, and new account opening to reduce risk.
Comply with firm policies and procedures, applicable federal regulations, and state laws.
Open new accounts, 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 balancing client satisfaction with the firm's exposure to loss or fraud.
Monitor and manage required reports to support operational excellence.
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, job postings, filling vacancies, and other HR matters.
Observe applicable policies, procedures, laws, regulations, and risk limits; promptly report known or suspected violations to the appropriate company authority.
Assist other team members as needed to ensure delivery of distinctive service.
Perform other related duties as required.