Financial Specialist - Tuscaloosa Plaza

Synovus Bank•Tuscaloosa, AL

About The Position

The Financial Specialist delivers distinctive service to clients and prospects, serving as a primary point of contact and minimizing hand-offs. The role supports clients’ banking needs, resolves inquiries and issues, opens and maintains accounts, and discusses and provides appropriate products and solutions to expand client relationships and promote an engaged client experience. It also provides operational support to the Office Leader, helps ensure compliance and operational excellence, and refers clients to specialty areas when appropriate. The position may also involve managing annual 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 relations, compensation, training, and staffing matters. Team members are expected to identify and report risk and comply with applicable policies, procedures, laws, regulations, and risk limits. The position may require NMLS registration and a nationwide fingerprint check within an established timeframe after employment begins.

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 and prioritize daily tasks with effective time management.
Ability to work in a fast-paced environment and under pressure with 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 obtain a unique identification number under the SAFE Act within an established timeframe after initial employment, including a nationwide fingerprint check.

Nice To Haves

College degree preferred.

Responsibilities

Provide distinctive service to clients and prospects in person and by telephone, respond to inquiries, and 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 with banking transactions, including deposits, withdrawals, payments, balances, and office capture duties.
Follow check-cashing, Regulation CC, and new-account-opening guidelines to reduce risk.
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 service 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, and posting and filling vacant positions, as well as other HR matters.
Observe applicable policies, procedures, laws, regulations, and role-specific risk limits; report known or suspected violations to the appropriate company authority in a timely manner.
Assist other team members as needed to ensure distinctive service delivery.
Perform other related duties as required.