Financial Specialist - Pace

Synovus•Pace, FL

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 financial products and solutions, provides appropriate solutions, expands existing relationships, and supports a highly engaged client experience consistent with the Pinnacle Way. The position supports client banking transactions and office operations, opens and maintains accounts, processes account documentation, and provides a broad range of general services. It ensures compliance with firm policies, federal regulations, and state laws while balancing client satisfaction with the Firm’s exposure to loss or fraud. The Financial Specialist also monitors required reports, supports the Office Leader, and identifies opportunities to meet clients’ business and personal financial needs or refer them to specialty areas. The description also includes applicable team leadership responsibilities, such as managing performance and merit processes, coaching and developing team members, fostering engagement, and working with Human Resources on employee-related matters. Team members are expected to identify and report known or suspected violations and to assist colleagues as needed. Other related duties may be assigned. The role 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; manual dexterity; verbal communication; visual acuity; repetitive motion; and ability to hear.
Ability to 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 successfully register and obtain a unique identification number through NMLS in compliance with the SAFE Act, within an established timeframe after initial employment; registration includes 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 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, and new-account-opening guidelines to reduce risk to the Firm.
Comply with Firm policies and 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 box assistance, 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 potential loss or fraud exposure.
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 when 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; raise and report known or suspected violations to the appropriate Company authority in a timely manner.
Assist other team members as needed to ensure distinctive service.
Perform other related duties as required.