Financial Specialist - Broad Street

Synovus Bank•Rome, GA

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 engages clients in conversations about financial products and solutions, provides appropriate solutions, expands existing relationships, and promotes an engaged client experience consistent with the Pinnacle Way. The position supports client banking transactions and office operations, including account opening and maintenance, transaction processing, issue resolution, and other general banking services. It follows Firm guidelines and applicable laws and regulations, manages operational reports, and makes timely decisions that balance client satisfaction with the Firm’s exposure to loss or fraud. The role also identifies clients’ business and personal financial needs and refers them to specialty areas when appropriate. The description also includes responsibilities for managing performance and merit processes for direct and indirect reports, coaching and developing team members, and coordinating with Human Resources on employee matters. The employee is expected to recognize and report risk and suspected violations, assist other team members, and perform other related duties as required. A successful applicant may need to complete NMLS registration and obtain a unique identification number within an established timeframe after employment, including a nationwide fingerprint check.

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.
Strong interpersonal skills, including verbal and written communication.
Strong organizational skills and attention to detail.
Analytical and mathematical reasoning skills and problem-solving ability.
Ability to multitask, prioritize daily work, and manage time effectively.
Ability to work in a fast-paced environment and under pressure while maintaining a high degree of accuracy.
Excellent client service skills.
Tact and diplomacy when dealing with clients and team members.
Ability to meet the role’s physical demands, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, and hearing; ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp; and capacity for extended mental concentration.
May be required to successfully register with the Nationwide Mortgage Licensing System (NMLS) and obtain a unique identification number 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 over the telephone.
Respond to client inquiries and resolve client issues satisfactorily.
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 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 and applicable federal regulations and state laws.
Open new accounts as needed; process paperwork, verify client credentials, and obtain supporting documentation.
Provide general account and banking support, including account maintenance, instant-issue debit cards, safe deposit box assistance, research, affidavits, notary services, wire transfers, check orders, foreign currency, interest-rate inquiries, and ATM inquiries.
Prioritize and make on-the-spot decisions about client requests while balancing client satisfaction and potential loss or fraud exposure.
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.
Work with Human Resources on employee relations, compensation, training, and posting and filling vacant positions, among other HR matters.
Observe policies, procedures, laws, regulations, and risk limits relevant to the role; raise and report known or suspected violations to the appropriate Company authority in a timely manner.
Assist other team members as needed and perform other related duties as required.