Financial Specialist Mulberry ST

Synovus•Macon, GA

About The Position

The Financial Specialist delivers distinctive service to clients and prospects in person and by telephone, serving as a single point of contact and minimizing hand-offs. The role engages clients in conversations about products and solutions, provides appropriate financial solutions, expands existing relationships, and promotes an engaged client experience in keeping with the Pinnacle Way. The position handles client banking transactions and office capture duties; opens accounts and completes required paperwork; verifies client credentials and supporting documentation; and provides general account and banking support. It also monitors operational reports, supports the Office Leader, applies firm policies and regulatory requirements, and makes timely decisions on client requests while balancing satisfaction with potential loss or fraud exposure. The Financial Specialist identifies clients' business and personal financial needs and refers them to specialty areas as appropriate. The description also includes coaching and developing team members, supporting performance and merit processes, and working with Human Resources on employee-related matters, as applicable.

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, including problem-solving ability.
Ability to multitask, prioritize daily tasks, 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.
Ability to stand and sit for prolonged periods; use manual dexterity; communicate verbally; see and hear; and perform repetitive motions. The role may also require bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
Ability to sustain long periods of mental concentration.
May be required to register with and receive a unique identification number from the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act within an established timeframe after 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 three-ring phone-answering standard and greet clients as they enter the office.
Assist clients with deposits, withdrawals, payments, balance inquiries, and office capture duties.
Follow guidelines for check cashing, Regulation CC, and new account opening; comply with firm policies, procedures, federal regulations, and state laws.
Open new accounts as needed; process account paperwork, verify client credentials, and obtain supporting documentation.
Provide general 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 and make on-the-spot decisions about client requests 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, positive work environment.
Work with Human Resources on employee relations, compensation, training, recruitment, and other HR matters.
Observe applicable 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.