Financial Specialist - West Palmetto Park, Boca Raton

Synovus Bank•Boca Raton, FL

About The Position

The Financial Specialist delivers distinctive service to clients and prospects in person and over the telephone, acting 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 a highly engaged client experience by embracing the Pinnacle Way. The position supports banking transactions and office operations, including opening accounts, processing account paperwork, verifying client credentials, and providing general account and service support. It requires sound judgment when responding to client requests while balancing client satisfaction with the Firm’s exposure to loss or fraud, and requires adherence to Firm policies, procedures, banking regulations, and applicable laws. The role also provides operational support to the Office Leader, helps meet clients’ business and personal financial needs, and refers clients to specialty areas when appropriate. Where applicable, the position manages performance and merit processes for direct and indirect reports, coaches and develops team members, and works with Human Resources on employee-related matters. Employees are expected to recognize and report risk and suspected violations in a timely manner. The job description lists a high school diploma or equivalent as the minimum education, with a college degree preferred, and requires at least 10 years of financial services experience. The role may require registration and 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.

Requirements

High school diploma or equivalent.
At least 10 years of experience in financial services.
Proficiency in Microsoft Office, including Word, Excel, and PowerPoint, or related software.
Knowledge of federal banking regulations and compliance.
Broad knowledge of bank products and services.
Excellent interpersonal skills, including verbal and written communication.
Strong organizational skills and attention to detail.
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.
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 sustain long periods of mental concentration.
Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
May be required to obtain NMLS registration and a unique identification number within an established timeframe after employment, including a nationwide fingerprint check.

Nice To Haves

College degree.

Responsibilities

Provide distinctive service to clients and prospects in person and over the telephone; respond to inquiries and resolve client issues.
Support the firm-wide three-ring standard by ensuring phones are answered by a live person within three rings.
Greet and acknowledge clients entering the office.
Assist clients with deposits, withdrawals, payments, balance inquiries, and office capture duties.
Follow check-cashing, Regulation CC, and new-account-opening guidelines to reduce risk.
Comply with Firm policies and procedures, federal regulations, and state laws.
Open new accounts as needed; process account paperwork, verify client credentials, and obtain supporting documentation.
Provide general 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 and make on-the-spot decisions regarding client requests while weighing client satisfaction against 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 where team members feel a positive sense of achievement.
Work with Human Resources on employee relations, compensation, training, posting and filling vacant positions, and other HR matters.
Observe applicable policies, procedures, laws, regulations, and role-specific risk limits; raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
Assist other team members as needed to ensure distinctive service delivery.
Perform other related duties as required.