Financial Specialist - Wilson Hall, Sumter SC

Synovus•Sumter, GA

About The Position

The Financial Specialist provides distinctive service to clients and prospects in person and by telephone, serving as a single point of contact and minimizing hand-offs. The role engages clients in conversations about products and solutions, helps address their financial needs, expands existing relationships, and promotes an engaged client experience in keeping with the Pinnacle Way. The position handles client banking transactions and account servicing, supports office operations, follows applicable policies and banking regulations, and helps manage operational and fraud risks. It also supports the Office Leader and refers clients to specialized areas when appropriate. The description includes coaching and employee-management responsibilities for direct and indirect reports, as applicable. The stated physical activities include prolonged periods of sitting and standing, manual dexterity, communication and sensory activities, repetitive motion, and a range of movements such as bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping. The role may require NMLS registration under the SAFE Act within an established timeframe after initial employment.

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 and 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 and tact and diplomacy when dealing with clients and team members.
Ability to perform the physical activities described, including prolonged sitting and standing, manual dexterity, sensory and communication activities, repetitive motion, and movements such as bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
Ability to sustain long periods of mental concentration.
May be required to obtain NMLS registration and a unique identification number under the SAFE Act within an established timeframe after starting employment, including completing a nationwide fingerprint check.

Nice To Haves

College degree.

Responsibilities

Provide distinctive service to clients and prospects in person and by telephone; respond to inquiries and resolve client issues.
Support the three-ring standard by helping ensure phones are answered by a live person within three rings.
Greet and acknowledge clients entering the office.
Assist with banking transactions, including deposits, withdrawals, payments, and balance inquiries, and perform office capture duties.
Follow check-cashing, Regulation CC, new-account-opening, firm policy, regulatory, and state-law requirements to reduce risk.
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 services, wire transfers, check orders, foreign currency, interest-rate inquiries, and ATM inquiries.
Prioritize and make on-the-spot decisions about client requests while balancing client satisfaction against firm 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 where team members feel a positive sense of achievement.
Work with Human Resources on employee relations, compensation, training, posting and filling vacancies, and other HR matters.
Observe 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 provide distinctive service.
Perform other related duties as required.