Financial Specialist - Wilson Hall, Sumter SC

Synovus Bank•Sumter, SC

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 products and solutions, provides appropriate solutions, expands existing relationships, and promotes an engaged client experience in keeping with the Pinnacle Way. The position supports the office’s daily client service and operations, including banking transactions, account opening and maintenance, issue resolution, risk management, and referrals to specialty areas. The Financial Specialist also provides operational support to the Office Leader and assists other team members as needed. The description includes managing annual performance and merit processes for direct and indirect reports where applicable, coaching and developing team members, and working with Human Resources on employee-related matters. Team members are expected to recognize and report risks and suspected violations. The position may require NMLS registration and issuance of a unique identification number 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.
Ability to work accurately in a fast-paced environment and under pressure.
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 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 register with and obtain a unique identification number from the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act within an established timeframe after 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 client inquiries and resolve client issues satisfactorily.
Support the three-ring standard by helping ensure phones are answered by a live person within three rings.
Greet and acknowledge clients as they enter the office.
Assist 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, applicable federal regulations, and state laws.
Open new accounts as needed; process new-account 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 clients 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, posting and filling vacancies, and other related matters.
Observe role-specific 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 and perform other related duties as required.