Specialist, Consumer Banking

Synchrony•Orlando, FL

20h•$25 - $33•Hybrid

About The Position

The IRA Specialist focuses on efficiently offering IRA deposit accounts and providing a high level of customer service for IRA products. The specialist serves as a single point of contact for IRA customers, guiding them through account opening and funding, making outbound calls, and resolving account issues. The role offers flexibility to work from home near a Synchrony Hub or from an office. Associates may be required to commute or travel for in-person business or team meetings, training, and culture events. The IRA department is open Monday through Friday, and the employee must work a set schedule based on business needs. The position requires at least six months of Consumer Bank experience, a high school diploma or equivalent, and the ability to meet onboarding and employment eligibility requirements. Compensation is $24.50–$32.50 per hour, with eligibility for an annual bonus based on individual and company performance.

Requirements

At least six months of Consumer Bank experience.
Ability to work a set schedule based on business needs; shifts are Monday through Friday.
Must be at least 18 years old.
High school diploma or equivalent.
Willingness to take a drug test, undergo a background investigation, and submit fingerprints as part of onboarding.
Must satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
Legal authorization to work in the United States; employment visa sponsorship is not available.

Nice To Haves

Focus on efficient customer service.
Excellent time management skills.
Strong influencing, negotiation, and analytical skills.
Ability to manage, handle, and resolve escalated customer issues.
Ability to solve highly difficult problems.
Ability to take ownership of issues and see them through to resolution.
Ability to learn IRA processes and adapt in a fast-paced environment.
Demonstrated self-starter and team player.

Responsibilities

Answer inbound calls from customers about their IRA accounts.
Answer inbound calls from customers about core and OTP processes.
Access multiple computer systems simultaneously while speaking with customers.
Follow up with customers regarding complex account issues.
Input and track workflows to ensure customer requests are properly resolved.
Work effectively and efficiently to strengthen relationships with Consumer Bank customers.
Perform other duties or special projects as assigned.
Guide IRA customers through the account opening and funding process.
Make outbound calls and resolve IRA account issues.