Financial Specialist Float-Port Charlotte/Punta Gorda

Synovus Bank•Port Charlotte, FL

About The Position

The Financial Specialist - Floating delivers distinctive service to clients and prospects and serves as a single point of contact, minimizing hand-offs while discussing and providing financial products and solutions. The position performs Financial Specialist duties at any Pinnacle office where needed for short- or long-term assignments, supports client relationships, and promotes an engaged client experience by embracing the Pinnacle Way. The role handles client banking transactions and service requests, opens accounts, processes account documentation, and supports office operations. It requires balancing client satisfaction with the Firm’s exposure to loss or fraud, following applicable policies and regulations, and identifying and reporting risk. The Financial Specialist also refers clients to specialty areas when appropriate and assists other team members to help deliver distinctive service.

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 in dealing with clients and team members.

Nice To Haves

College degree preferred.

Responsibilities

Provide distinctive service to clients and prospects in person and over the telephone.
Respond to client inquiries and resolve client issues satisfactorily.
Support the three-ring standard by helping ensure calls are answered by a live person within three rings.
Greet and acknowledge clients as they enter the office.
Assist clients with banking transactions, including deposits, withdrawals, payments, and balance inquiries, and perform office capture duties.
Follow Pinnacle guidelines for check cashing, Regulation CC, and new account opening to reduce risk to the Firm.
Comply with Firm policies and procedures, applicable federal regulations, and state laws.
Open new accounts as needed; process account paperwork, verify client credentials, and obtain supporting documentation.
Provide general account and service 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 balancing client satisfaction with 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.
Recognize risk within the functional area, follow applicable policies, procedures, laws, regulations, and risk limits, and report known or suspected violations to the appropriate Company authority in a timely manner.
Assist other team members as needed and perform other related duties as required.