Financial Specialist - Loganville

Synovus•Loganville, 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 helps clients with banking transactions, account opening and maintenance, and a range of other banking services while identifying financial needs and connecting clients with appropriate specialty teams. The position also supports office operations, risk management, compliance, and team development, and may require registration with the Nationwide Mortgage Licensing System (NMLS).

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 accurately in a fast-paced environment and under pressure.
Excellent client service skills and tact and diplomacy when 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; hear; and, as needed, bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
Ability to sustain long periods of mental concentration.
May be required to complete NMLS registration and obtain a unique identification number 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 over the telephone, respond to inquiries, and resolve client issues.
Support the standard of having phones answered by a live person within three rings and greet clients as they enter the office.
Assist with banking transactions, including deposits, withdrawals, payments, balance inquiries, and office capture duties.
Follow check-cashing, Regulation CC, and new-account guidelines, and comply with firm policies, procedures, federal regulations, and state laws.
Open new accounts, process paperwork, verify client credentials, and obtain supporting documentation.
Provide general account and banking 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 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 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 engagement and a positive sense of achievement.
Work with Human Resources on employee relations, compensation, training, and posting and filling vacant positions, among other HR matters.
Observe policies, procedures, laws, regulations, and role-specific risk limits; promptly report known or suspected violations to the appropriate company authority.
Assist other team members as needed to ensure distinctive service and perform other related duties as required.