Financial Specialist Float-Port Charlotte/Punta Gorda

Synovus•Punta Gorda, 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 role builds and expands client relationships and promotes an engaged client experience in line with the Pinnacle Way. The specialist performs Financial Specialist duties at any Pinnacle office as needed, for short- or long-term assignments. The position handles client transactions and service requests, opens accounts, supports office operations, and ensures compliance with firm policies, banking regulations, and state laws. It also identifies client needs and refers clients to specialty areas when appropriate. Team members are expected to recognize and report risks or suspected violations, support colleagues, and perform other related duties as required. The description notes that it outlines the general nature of the work and is not a comprehensive inventory of all duties or qualifications.

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.
Strong 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 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.
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.

Responsibilities

Provide distinctive in-person and telephone service to clients and prospects, 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 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, 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 banking 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.
Observe 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.