Financial Specialist - Newton Plaza, Covington

Synovus•Covington, GA

About The Position

A Financial Specialist delivers distinctive service to clients and prospects, 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 supports client banking transactions, account opening and maintenance, office capture, and a range of general service needs. It makes timely decisions on client requests while balancing client satisfaction with the Firm’s exposure to loss or fraud, and supports the Office Leader and operational excellence. The role also identifies clients’ business and personal financial needs and refers them to specialty areas when appropriate. The description includes management of annual performance and merit processes for direct and indirect reports as applicable, coaching and developing team members, and working with Human Resources on employee-related matters. Team members are expected to understand and manage risks in their functional area, follow applicable policies and regulations, and promptly report known or suspected violations. This description outlines the general nature and level of work and is not a comprehensive inventory of all duties or qualifications. 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.
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, 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.
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 sustain periods of mental concentration.
Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
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; registration includes 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 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, balances, and other banking transactions; 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 related 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 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.
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.
Observe applicable policies, procedures, laws, regulations, and risk limits; timely raise and 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.