Financial Specialist - Baytree Rd, Valdosta

Synovus Bank•Valdosta, GA

About The Position

The Financial Specialist delivers distinctive service to clients and prospects in person and by telephone, serving as a single point of contact and minimizing hand-offs. The role supports client banking transactions and office capture, opens and maintains accounts, resolves inquiries, and provides a range of account and other general services. The specialist identifies clients’ business and personal financial needs, provides appropriate solutions, expands relationships, and refers clients to specialty areas when appropriate. The position supports office operations and the Office Leader, monitors required reports, and makes timely decisions on client requests while balancing client satisfaction with the Firm’s exposure to loss or fraud. It requires compliance with Firm policies, procedures, applicable laws and regulations, and risk limits. The job description also includes managing annual performance and merit processes for direct and indirect reports as applicable, coaching and developing team members, and coordinating with Human Resources on employee-related matters. The position may require NMLS registration under the SAFE Act within an established timeframe after employment.

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 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 and prioritize daily tasks with effective time management.
Ability to work in a fast-paced environment and under pressure while maintaining a high degree of accuracy.
Excellent client-service skills.
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.
Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
Ability to sustain long periods of mental concentration.
May be required to complete NMLS registration and receive a unique identification number within an established timeframe after initial employment, including a nationwide fingerprint check, in compliance with the SAFE Act.

Nice To Haves

College degree preferred.

Responsibilities

Provide distinctive service to clients and prospects in person and by telephone, and respond to and resolve client inquiries and issues.
Support the three-ring standard by helping ensure phones are answered by a live person within three rings.
Greet and acknowledge clients as they enter the office.
Assist with banking transactions, including deposits, withdrawals, payments, and balance inquiries, and perform office capture duties.
Follow check-cashing, Regulation CC, and new-account-opening guidelines to reduce risk.
Ensure compliance with Firm policies and procedures and 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 client support, including account maintenance, instant-issue debit cards, safe deposit boxes, 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 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, provide appropriate solutions, expand existing relationships, and refer clients 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, posting and filling vacancies, and other HR matters.
Observe role-specific policies, procedures, laws, regulations, and risk limits, and 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.