Financial Specialist - West Palm Beach Lake

Synovus•West Palm Beach, FL

About The Position

The Financial Specialist serves as a single point of contact for clients, providing distinctive service in person and over the telephone while minimizing hand-offs. The role engages clients in conversations about products and solutions, provides appropriate solutions, expands existing relationships, and promotes an engaged client experience consistent with the Pinnacle Way. The position handles client banking transactions and account services, supports office operations, and ensures work complies with firm policies, federal regulations, and state laws. It also supports the Office Leader, monitors required reports, assists other team members, and refers clients to specialty areas when appropriate. The role includes coaching and developing team members and participating in performance management and merit processes for direct and indirect reports, as applicable. Team members are expected to understand and manage risks within their functional area, follow applicable policies and risk limits, and promptly report known or suspected violations. The description notes that duties listed are not an exhaustive inventory of responsibilities.

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, including 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 in 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 sustain long periods of mental concentration.
Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
May be required to register successfully and obtain a unique identification number from the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act within an established timeframe after 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 three-ring standard by helping ensure phones are answered by a live person within three rings.
Greet and acknowledge clients entering the office.
Assist clients 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 to the firm.
Ensure compliance with firm policies and procedures, federal regulations, and state laws.
Open new accounts as needed; process 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 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.
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 team members feel a positive sense of achievement.
Work with Human Resources on employee relations, compensation, training, job postings, filling vacancies, and other HR matters.
Observe applicable policies, procedures, laws, regulations, and role-specific risk limits; report known or suspected violations promptly to the appropriate company authority.
Assist other team members as needed to ensure distinctive service delivery.
Perform other related duties as required.