Financial Specialist - Newton Plaza, Covington

Synovus Bank•Covington, GA

3d•Onsite

About The Position

The Financial Specialist delivers distinctive service to clients and prospects in person and over the telephone, 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 by embracing the Pinnacle Way. The position supports clients with banking transactions, account opening and maintenance, and a wide range of general services. It also helps maintain operational excellence, supports the Office Leader, follows Firm policies and applicable regulations, and identifies and reports risk. The role meets clients’ business and personal financial needs and refers them to specialty areas when appropriate. It may include responsibility for managing performance and merit processes, coaching team members, and working with Human Resources on employee-related matters. The job description states that the role may require successful registration and issuance of a unique identification number through the Nationwide Mortgage Licensing System (NMLS), including a nationwide fingerprint check, within an established timeframe after initial employment. The description outlines the general nature of the work and is not a comprehensive inventory of all duties or qualifications. Pinnacle is an Equal Opportunity Employer committed to 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.
Excellent interpersonal, verbal, and written communication skills.
Excellent organizational skills and attention to detail.
Effective analytical and mathematical reasoning skills and problem-solving ability.
Ability to multitask and prioritize daily work with effective time management.
Ability to work in a fast-paced environment and under pressure with a high degree of accuracy.
Excellent client-service skills.
Tact and diplomacy in 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.
Often sustain long periods of mental concentration.
May be required to register with and obtain a unique identification number from the NMLS under the SAFE Act within an established timeframe after employment, including completing 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 firm-wide three-ring standard for answering phones.
Greet and acknowledge clients entering 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, applicable federal regulations, and state laws.
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-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 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 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 vacant positions, and other HR matters.
Observe policies, procedures, laws, regulations, and role-specific risk limits; 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.