Financial Specialist - Johnson Ferry Rd, Marietta

Synovus Bank•Marietta, GA

About The Position

The Financial Specialist serves as a single touch point for clients, minimizes hand-offs, discusses and provides appropriate products and solutions, expands existing relationships, and delivers an engaged client experience in keeping with the Pinnacle Way. The role provides in-person and telephone service, supports banking transactions and office operations, opens and maintains accounts, and helps meet clients’ personal and business financial needs by referring them to specialty areas when appropriate. The position supports operational excellence and risk management by following Firm policies and procedures and applicable laws and regulations, handling client requests with attention to client satisfaction and potential loss or fraud, and monitoring required reports. It also provides operational support to the Office Leader and assists colleagues as needed. The description notes that duties listed are not a comprehensive inventory of all responsibilities. The role may require successful registration and issuance of a Nationwide Mortgage Licensing System (NMLS) identification number within an established timeframe after employment, including a nationwide fingerprint check. Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

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.
Strong interpersonal, verbal communication, 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 and sensory demands, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and periods of mental concentration; other activities include bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
May need to register with the Nationwide Mortgage Licensing System (NMLS) and obtain a unique identification number 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 by telephone, respond to inquiries, and resolve client issues.
Support the firm-wide 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 clients with deposits, withdrawals, payments, balance inquiries, and office capture duties.
Follow check-cashing, Regulation CC, and new-account-opening guidelines to reduce risk.
Comply with Firm policies and procedures and applicable federal regulations and state laws; identify and timely report known or suspected violations.
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 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 weighing client satisfaction against the Firm’s exposure to loss or fraud.
Monitor and manage required reports to support operational excellence 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 where team members feel a positive sense of achievement.
Work with Human Resources on employee relations, compensation, training, job postings, filling vacancies, and other HR matters.
Assist other team members as needed to ensure distinctive service delivery and perform other related duties as required.