Financial Specialist - West Palm Beach Lake

Synovus Bank•West Palm Beach, FL

About The Position

The Financial Specialist delivers distinctive service to clients and prospects, serving as a primary point of contact and minimizing hand-offs. The role supports clients with banking transactions, account services, and product and solution conversations, while building relationships and promoting an engaged client experience in accordance with the Pinnacle Way. The position also supports office operations, compliance, and risk management. It may include opening accounts, processing documentation, monitoring reports, and supporting the Office Leader. The job description includes responsibilities for coaching and developing team members, managing performance and merit processes, and coordinating with Human Resources regarding employee matters. The position may require registration and a unique identification number through the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act.

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.
Strong interpersonal, verbal, and written communication skills.
Strong organizational skills and attention to detail.
Analytical and mathematical reasoning skills and 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.
Strong 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 long periods of mental concentration.
Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
May be required to register and obtain a unique identification number through the Nationwide Mortgage Licensing System (NMLS) within the 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 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, new-account, and other firm 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 services, 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 assistance.
Prioritize client requests and make timely decisions while weighing client satisfaction against potential loss or fraud exposure.
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 when 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, job postings, filling vacancies, and other HR matters.
Recognize risks in the role, observe applicable policies, procedures, laws, regulations, and risk limits, and 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.