Financial Specialist - Port Orange

Synovus•Port Orange, FL

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 engages clients in conversations about products and solutions, provides those solutions, expands existing relationships, and promotes an engaged client experience in keeping with the Pinnacle Way. The position handles client banking transactions and a broad range of account and general-service needs, while following firm guidelines, policies, procedures, and applicable laws and regulations. It supports office operations and the Office Leader, monitors required reports, manages risk, and refers clients to specialty areas when appropriate. The role may also coach and develop team members and participate in performance management and other human-resources-related matters, as applicable. The job description notes that its duties are not a comprehensive inventory of all responsibilities and qualifications. Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

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.
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 when dealing with clients and team members.
Ability to meet the described physical demands, 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 successfully register with and obtain 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.

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 phones are answered by a live person within three rings.
Greet and acknowledge clients entering the office.
Assist clients with deposits, withdrawals, payments, balances, and office capture duties.
Follow check-cashing, Regulation CC, and new-account-opening guidelines 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 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.
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, recruitment, and other HR matters.
Observe applicable policies, procedures, laws, regulations, and role-specific risk limits; promptly report known or suspected violations to the appropriate company authority.
Assist other team members as needed to ensure distinctive service.
Perform other related duties as required.