Financial Specialist - Loganville

Synovus Bank•Loganville, GA

About The Position

The Financial Specialist delivers distinctive service to clients and prospects in person and over the telephone. The role serves as a single point of contact, minimizes hand-offs, discusses and provides financial products and solutions, expands existing relationships, and promotes an engaged client experience by embracing the Pinnacle Way. The position handles banking transactions and office capture, opens and maintains accounts, verifies client credentials and documentation, and provides general account and banking support. It requires sound judgment when responding to client requests while balancing client satisfaction with the Firm’s exposure to loss or fraud. The Financial Specialist also supports office operations, monitors required reports, and refers clients to specialty areas when appropriate. The role includes coaching and developing team members, supporting performance and merit processes for direct and indirect reports as applicable, and working with Human Resources on employee-related matters. Team members are expected to understand and report risk within their functional area and comply with applicable policies, procedures, laws, regulations, and risk limits. This position may require NMLS registration and a nationwide fingerprint check 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, verbal, and written communication skills.
Excellent organizational skills and attention to detail.
Effective analytical and mathematical reasoning skills and problem-solving ability.
Ability to multitask, prioritize daily tasks, and manage time effectively.
Ability to work accurately in a fast-paced environment and under pressure.
Excellent client-service skills.
Tact and diplomacy in dealing with clients and team members.
May be required to obtain NMLS registration and a unique identification number within an established timeframe after employment, including a nationwide fingerprint check.
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.

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 satisfactorily resolve client issues.
Support the firm-wide three-ring standard by ensuring phones are answered by a live person within three rings.
Greet and acknowledge clients as they enter the office.
Assist with deposits, withdrawals, payments, balance inquiries, and office capture duties.
Follow check-cashing, Regulation CC, and new-account-opening guidelines to reduce risk to the Firm.
Comply 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 services, 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 assistance.
Prioritize and make on-the-spot decisions about client requests while balancing client satisfaction and 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, positive work environment.
Work with Human Resources on employee relations, compensation, training, job postings, filling vacancies, and other related matters.
Observe applicable policies, procedures, laws, regulations, and role-specific risk limits; promptly raise and 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.