Financial Specialist - Pace

Synovus Bank•Pace, FL

About The Position

The Financial Specialist serves clients as a single point of contact, minimizing hand-offs and providing distinctive service in person and over the telephone. The role engages clients in conversations about financial products and solutions, helps meet their business and personal financial needs, expands existing relationships, and promotes an engaged client experience by embracing the Pinnacle Way. The position supports banking transactions, account opening and maintenance, office capture, and a range of general client services while following firm policies, banking regulations, and applicable laws. It also supports office operations and may include team leadership responsibilities such as performance management, coaching, employee development, and coordination with Human Resources. Team members are expected to recognize and report risks and suspected violations. The role requires a high school diploma or equivalent and at least 10 years of experience in financial services. A college degree is preferred. The position may require NMLS registration under the SAFE Act 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, including 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 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 obtain NMLS registration and 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.

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 ensuring phones are answered by a live person within three rings.
Greet and acknowledge clients as they enter the office.
Assist with deposits, withdrawals, payments, balances, and office capture duties.
Follow check-cashing, Regulation CC, new-account-opening, and other firm guidelines to reduce risk.
Ensure compliance with firm policies and procedures, applicable 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 box assistance, 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 against firm 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 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, job postings, filling vacancies, and related matters.
Observe applicable policies, procedures, laws, regulations, and role-specific risk limits; raise and report known or suspected violations to the appropriate company authority in a timely manner.
Assist other team members as needed to ensure distinctive service.
Perform other related duties as required.