Financial Specialist - James Island - Banking experience required

Synovus•Charleston, SC

13d

About The Position

The Financial Specialist delivers distinctive service to clients and prospects, serving as a single point of contact while minimizing hand-offs and discussing and providing products and solutions that meet clients’ financial needs. The role supports an engaged client experience by embracing the Pinnacle Way, expanding existing relationships, and handling banking transactions and general account services. It also supports office operations, follows firm policies and applicable banking regulations, and refers clients to specialty areas when appropriate. The description notes that the listed duties are not a comprehensive inventory of all duties, responsibilities, or qualifications for the role.

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 communication, and written communication skills.
Excellent organizational skills and attention to detail.
Effective analytical and mathematical reasoning skills, with 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 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 bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp; the role may require long periods of mental concentration.
May be required to successfully register and obtain a unique identification number from the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act 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, and greet and acknowledge clients entering the office.
Assist with banking transactions, including deposits, withdrawals, payments, and balance inquiries, and perform office capture duties.
Follow Pinnacle guidelines for check cashing, Regulation CC, and new account opening to reduce risk.
Comply with firm policies and procedures, applicable federal regulations, and state laws.
Open new accounts as needed; process account 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.
Address clients’ business and personal financial needs and refer them to specialty areas such as Trust, Investments, Insurance, and Treasury Management as appropriate.
Assist other team members as needed to deliver distinctive service.
Perform other related duties and responsibilities as assigned.