Financial Specialist - Midtown, Columbus

Synovus Bank•Columbus, GA

About The Position

The Financial Specialist provides 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 products and solutions, provides appropriate solutions, expands existing relationships, and promotes an engaged client experience consistent with the Pinnacle Way. The position handles banking transactions and office capture duties; opens accounts and processes and verifies the associated documentation; and supports a wide range of client service needs, including account maintenance, debit cards, safe deposit boxes, research, notary services, wire transfers, and inquiries. The Financial Specialist uses sound judgment when prioritizing requests and balancing client satisfaction with the Firm’s exposure to loss or fraud, follows applicable policies and regulations, and monitors required reports to support operational excellence. The position also supports the Office Leader, refers clients to specialty areas when appropriate, and assists other team members in delivering distinctive service. The description also includes management responsibilities where applicable, including managing performance and merit processes for direct and indirect reports, coaching and developing team members, and working with Human Resources on employee-related matters. Team members are expected to understand and manage risk in their functional area and promptly report known or suspected violations. A successful candidate may need to register with the Nationwide Mortgage Licensing System (NMLS) within an established timeframe after employment, including completing 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.
Excellent interpersonal, verbal communication, 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.
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 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 successfully register with the Nationwide Mortgage Licensing System (NMLS) and obtain a unique identification number within the 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 client inquiries and resolve client issues satisfactorily.
Support the three-ring standard by helping ensure calls are answered by a live person within three rings.
Greet and acknowledge clients as they enter the office.
Assist clients with deposits, withdrawals, payments, balances, and office capture duties.
Follow check-cashing, Regulation CC, and new-account-opening guidelines to reduce risk to the Firm.
Comply with Firm policies and procedures and 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 box assistance, 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.
Where applicable, manage annual performance-management and merit processes for direct and indirect reports.
Coach and develop team members and foster an engaged, positive work environment.
Work with Human Resources on employee relations, compensation, training, vacancies, and other HR matters.
Observe 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 and perform other related duties as required.