Financial Specialist - West Palmetto Park, Boca Raton

Synovus•Boca Raton, FL

About The Position

The Financial Specialist provides distinctive service to clients and prospects, 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 by embracing the Pinnacle Way. The position supports clients with banking transactions, account opening and maintenance, and a range of general banking services. It follows firm policies, procedures, and applicable regulations while making timely decisions that balance client satisfaction with the Firm's exposure to loss or fraud. The Financial Specialist also provides operational support to the Office Leader, assists other team members, and refers clients to specialty areas when appropriate. The role may include 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 recognize and report risks or suspected violations. The position may require registration and a unique identification number from the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act within an established timeframe after employment.

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 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 complete NMLS registration and receive a unique identification number 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 over the telephone, respond to inquiries, and resolve client issues.
Support the three-ring standard by ensuring calls are answered by a live person within three rings.
Greet clients as they enter the office and assist with deposits, withdrawals, payments, balance inquiries, and office capture duties.
Follow Pinnacle guidelines for check cashing, Regulation CC, and new account opening, and comply with firm policies, procedures, 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 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 against the Firm's 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, and posting and filling vacant positions.
Observe policies, procedures, laws, regulations, and role-specific risk limits, and timely report known or suspected violations to the appropriate Company authority.
Assist other team members as needed to ensure distinctive service delivery.
Perform other related duties as required.