Financial Specialist - Johnson Ferry Rd, Marietta

Synovus•Marietta, GA

About The Position

The Financial Specialist provides distinctive service to clients and prospects, serving as a single point of contact and minimizing hand-offs. The role engages clients in conversations about financial products and solutions, helps meet their business and personal financial needs, expands existing relationships, and promotes a highly engaged client experience in accordance with the Pinnacle Way. The position handles banking transactions and a broad range of account and client services, supports office operations, and follows firm policies and applicable regulations. It may also include coaching and developing team members, supporting performance and merit processes, and working with Human Resources on employee-related matters. Team members are expected to identify and report risks or suspected violations and to assist colleagues as needed.

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 and tact and diplomacy in dealing with clients and team members.
Ability to meet the physical demands described, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and activities such as bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
May be required to obtain successful registration and a unique identification number from the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act within an established timeframe after initial employment, including a nationwide fingerprint check.

Nice To Haves

College degree preferred.

Responsibilities

Provide distinctive in-person and telephone service to clients and prospects, 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 clients entering the office and assist with 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, 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 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 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, and promptly report known or suspected violations to the appropriate company authority.
Assist other team members as needed to ensure distinctive service delivery.
Perform other related duties as required.