Financial Specialist - Port Orange

Synovus Bank•Port Orange, FL

About The Position

The Financial Specialist delivers distinctive service to clients and prospects, 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 supports a highly engaged client experience by embracing the Pinnacle Way. The position handles banking transactions and office capture, opens and services accounts, responds to inquiries, and resolves client issues. It follows firm guidelines and applicable banking laws and regulations while managing operational reports and supporting the Office Leader. The Financial Specialist identifies clients’ business and personal financial needs and refers them to specialty areas such as Trust, Investments, Insurance, and Treasury Management. The role also includes coaching and developing team members, supporting performance management and merit processes, and working with Human Resources on employee-related matters. Team members are expected to recognize risk in their functional areas, follow applicable policies and requirements, and promptly report known or suspected violations. Other related duties may be assigned. The position may require registration and a unique identification number through the Nationwide Mortgage Licensing System under the SAFE Act.

Requirements

High school diploma or equivalent.
At least 10 years of experience in financial services.
Proficiency in Microsoft Office, including 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 under pressure in a fast-paced environment.
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.
May be required to obtain NMLS registration and a unique identification number within the established timeframe after employment begins, including 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 client inquiries and satisfactorily resolve client issues.
Support the firm-wide 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 other banking transactions, and perform office capture duties.
Follow guidelines for check cashing, Regulation CC, and new account opening to reduce risk to the firm.
Comply 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 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 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 related matters.
Observe applicable policies, procedures, laws, regulations, and 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.