Financial Specialist - Cumming

Synovus Bank•Cumming, GA

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 handles client inquiries and issues, supports banking transactions and account services, opens accounts, and discusses financial products and solutions to meet clients’ business and personal needs. The position also supports office operations, manages risk and regulatory compliance, and refers clients to specialty areas when appropriate. The role includes leadership responsibilities such as managing performance and merit processes for direct and indirect reports, coaching and developing team members, fostering engagement, and working with Human Resources on employee-related matters. The position may require registration and issuance of a unique identification number through the Nationwide Mortgage Licensing System (NMLS) 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 (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.
Strong organizational skills and attention to detail.
Analytical and mathematical reasoning skills and 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 meet the role’s physical demands, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and periods of mental concentration; other activities may include bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
May be required to register with and obtain a unique identification number from the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act within the established timeframe after employment, including a nationwide fingerprint check.

Nice To Haves

College degree is preferred.

Responsibilities

Provide distinctive service to clients and prospects in person and by telephone, respond to inquiries, and resolve client issues.
Support the firm-wide three-ring phone-answering standard and greet clients as they enter the office.
Assist clients with banking transactions, including deposits, withdrawals, payments, and balance inquiries, and perform office capture duties.
Follow check-cashing, Regulation CC, and new-account-opening guidelines to reduce risk.
Comply with Firm policies and procedures, federal regulations, state laws, and role-specific risk limits; report known or suspected violations promptly.
Open new accounts, process paperwork, verify client credentials, and obtain supporting documentation.
Provide general account and client support, including account maintenance, instant-issue debit cards, safe deposit boxes, 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.
Identify and meet clients’ business and personal financial needs, referring 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, job postings, and filling vacancies.
Assist other team members as needed and perform other related duties.