Financial Specialist - Industrial Dr, Crestview

Synovus Bank•Crestview, 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 banking transactions, account opening and maintenance, issue resolution, and other general client services while identifying financial needs and referring clients to specialty areas when appropriate. The position also supports office operations, promotes compliance and risk awareness, and contributes to an engaged client and team-member experience in keeping with the Pinnacle Way. The position may require successful registration and issuance of a unique identification number through the Nationwide Mortgage Licensing System (NMLS) in compliance with the SAFE Act. Registration must be completed within an established timeframe after employment begins and includes a nationwide fingerprint check.

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.
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.
Excellent client-service skills and tact and diplomacy when dealing with clients and team members.
Ability to stand and sit for prolonged periods; use manual dexterity; communicate verbally; use visual acuity; perform repetitive motions; and hear. The position 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 complete NMLS registration and obtain a unique identification number under the SAFE Act within the established timeframe after starting 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 banking transactions, including deposits, withdrawals, payments, balances, and office capture duties.
Follow check-cashing, Regulation CC, and new-account-opening guidelines to reduce risk; comply with firm policies, procedures, federal regulations, and state laws.
Open new accounts as needed; process paperwork, verify client credentials, and obtain supporting documentation.
Provide general account and banking 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 balancing client satisfaction with the firm's exposure to loss or fraud.
Monitor and manage required reports and 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.
Assist other team members as needed to support distinctive service.
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, hiring, and other HR matters.
Observe applicable policies, procedures, laws, regulations, and role-specific risk limits; report known or suspected violations to the appropriate company authority in a timely manner.
Perform other related duties as required.