Financial Specialist - Industrial Dr, Crestview

Synovus•Crestview, FL

About The Position

The Financial Specialist delivers distinctive service to clients and prospects in person and by telephone, serving as a single point of contact and minimizing hand-offs. The role supports banking transactions, account opening and maintenance, office capture, and a range of general client services while following company procedures and applicable regulations. The specialist identifies client needs, provides suitable banking solutions, builds existing relationships, and refers clients to specialty areas when appropriate. The position also supports office operations and the Office Leader, monitors required reports, and makes timely decisions that balance client satisfaction with the company’s exposure to loss or fraud. It includes team leadership responsibilities such as coaching and developing team members and managing performance and merit processes for direct and indirect reports when applicable. The role requires awareness of risk and timely reporting of known or suspected violations.

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 when dealing with clients and team members.
Ability to perform the physical activities described, 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 receive a unique identification number from the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act within an established timeframe after employment; registration includes a nationwide fingerprint check.

Nice To Haves

College degree.

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 calls are answered by a live person within three rings.
Greet clients entering the office and assist with banking transactions, including deposits, withdrawals, payments, balances, and office capture duties.
Follow company guidelines for check cashing, Regulation CC, and new account opening to reduce risk.
Comply with company policies and procedures, federal regulations, and state laws.
Open new accounts as needed; process account paperwork, verify client credentials, and obtain supporting documentation.
Provide general account support, including 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 and company exposure to loss or fraud.
Monitor and manage required reports and 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 HR matters.
Observe policies, procedures, laws, regulations, and risk limits relevant to the role, and promptly report known or suspected violations.
Assist other team members as needed and perform other related duties as required.