Financial Specialist - Jasper

Synovus•Jasper, GA

11h

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 in keeping with the Pinnacle Way. The position handles banking transactions, account openings and maintenance, and a range of client support services while following firm policies, applicable regulations, and state laws. It also monitors required reports, supports office operations and team members, assesses client requests with attention to satisfaction and risk, and helps address clients’ business and personal financial needs by making referrals to specialty areas when appropriate. The description also assigns applicable people-management duties, including performance and merit processes, coaching and development, and coordination with Human Resources. Team members are expected to recognize and report risk or suspected violations. The role 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 (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 and prioritize daily tasks with effective time-management skills.
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. The role may require 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 in compliance with the SAFE Act within an 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 over the 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 clients with 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, 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 service 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 and make on-the-spot decisions about client requests while weighing 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 other HR matters.
Recognize risk in the functional area, observe applicable policies, procedures, laws, regulations, and risk limits, and promptly report known or suspected violations to the appropriate Company authority.
Assist other team members as needed to ensure distinctive service.
Perform other related duties as required.