Financial Specialist

Synovus Bank•Tallahassee, FL

About The Position

The Financial Specialist delivers distinctive service to clients and prospects in person and by telephone, serving as a primary point of contact and minimizing hand-offs. The role supports clients’ business and personal financial needs, handles banking transactions and account services, helps expand existing relationships, and refers clients to specialty areas when appropriate. The position also supports office operations, helps manage risk and regulatory compliance, and may provide team leadership and employee-management support.

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.
Analytical and mathematical reasoning skills and problem-solving ability.
Ability to multitask, prioritize daily work, and manage time effectively.
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.
May be required to register with and receive a unique identification number from the Nationwide Mortgage Licensing System within an established timeframe after initial employment, including a nationwide fingerprint check.

Nice To Haves

College degree preferred.

Responsibilities

Serve 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 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, federal regulations, state laws, and role-specific risk limits; promptly report known or suspected violations.
Open new accounts as needed; process paperwork, verify client credentials, and collect supporting documentation.
Provide general account and banking 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 and make timely decisions on client requests while balancing client satisfaction with 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, positive work environment.
Work with Human Resources on employee relations, compensation, training, and posting and filling vacancies, among other HR matters.
Assist other team members as needed to ensure distinctive service delivery.
Perform other related duties as required.