Financial Specialist - Cumming

Synovus•Cumming, GA

About The Position

The Financial Specialist provides 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 financial products and solutions, provides appropriate solutions, expands existing relationships, and promotes a highly engaged client experience while embracing the Pinnacle Way. The position supports clients with banking transactions, account opening and maintenance, and a range of general service requests. It also helps ensure operational excellence, compliance with firm policies and applicable laws and regulations, and effective management of operational risk. The Financial Specialist supports the Office Leader, assists colleagues as needed, and connects clients with specialty areas to address their business and personal financial needs. The role may involve managing performance and merit processes for direct and indirect reports, coaching and developing team members, fostering an engaged work environment, and working with Human Resources on employee-related matters. The description notes that duties are not an exhaustive inventory of all responsibilities and 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 communication, and written communication skills.
Excellent organizational skills and attention to detail.
Effective analytical and mathematical reasoning skills, with 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.
Ability to meet the described physical demands, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and other activities such as bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
May be required to register with and obtain a unique identification number from the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act within the established timeframe after employment; registration includes a nationwide fingerprint check.

Nice To Haves

College degree preferred.

Responsibilities

Provide distinctive service to clients and prospects in person and over the 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 as they enter the office.
Assist clients with deposits, withdrawals, payments, balance inquiries, and office capture duties.
Follow guidelines for check cashing, Regulation CC, and new account opening to reduce risk.
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 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 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 when 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 in which employees feel a positive sense of achievement.
Work with Human Resources on employee relations, compensation, training, posting and filling vacancies, and other HR matters.
Recognize and manage risk within the functional area; observe applicable 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.