Financial Specialist - East Albany

Synovus•Albany, GA

11d

About The Position

The Financial Specialist delivers distinctive service to clients and prospects in person and over the telephone, serving as a single point of contact and minimizing hand-offs. The role discusses and provides appropriate banking products and solutions, expands existing relationships, and promotes an engaged client experience in keeping with the Pinnacle Way. The position assists clients with banking transactions and a broad range of account and general service needs, opens accounts, completes required paperwork, verifies credentials, and follows applicable risk controls and regulatory requirements. It also supports office operations, monitors required reports, and helps meet clients’ business and personal financial needs by referring them to specialty areas when appropriate. The role may include managing performance and merit processes for direct and indirect reports, coaching and developing team members, and working with Human Resources on employee-related matters. Team members are expected to recognize and report risks or suspected violations, assist colleagues as needed, and perform other related duties. The description notes that duties are not an exhaustive inventory of all responsibilities.

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 and prioritize daily tasks with effective time-management skills.
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 stand and sit for prolonged periods, use manual dexterity, communicate verbally, maintain visual acuity, perform repetitive motions, and hear; long periods of mental concentration may be required.
Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
May be required to successfully register and obtain a unique identification number from the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act within an established timeframe after starting employment; registration includes a nationwide fingerprint check.

Nice To Haves

College degree preferred.

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 calls are answered by a live person within three rings.
Greet and acknowledge clients entering the office.
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 company 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 boxes, research, affidavits, notary service, 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 with company 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.
Work with Human Resources on employee relations, compensation, training, and posting and filling vacancies, among other HR matters.
Observe policies, procedures, laws, regulations, and role-specific risk limits; report known or suspected violations to the appropriate company authority promptly.
Assist other team members as needed to ensure distinctive service delivery.
Perform other related duties as required.