Banking & Financial Services Client Specialist

Synovus; Tallahassee (FL); On-site; USD 52,000 - 72,000; Full time

Job summary

Synovus in Tallahassee, FL is seeking a Financial Specialist to provide distinctive service to clients and prospects, guiding conversations about banking solutions and expanding relationships. You will serve as a single touch point, handling transactions, opening new accounts, and promoting a highly engaging client experience.

The role requires deep knowledge of banking products, regulatory compliance, and exceptional interpersonal skills.

Qualifications

• Proficient 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 skills, including verbal and written communication.
• Excellent organizational skills and attention to detail.
• Effective analytical and mathematical reasoning skills with problem-solving ability.
• Ability to multi-task and prioritize daily tasks, with effective time-management skills.
• Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Greet and acknowledge each client as they enter the office. Assist clients with their banking transactions such as deposits, withdrawals, payments, and balance in addition to perform office capture duties.
• Open new accounts and process appropriate new account paperwork, verify client credentials, and obtain all supporting documentation.
• Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, ATM inquiries, etc.
• Prioritize and make on-the-spot decisions regarding client requests while weighing client satisfaction issues with Firm exposure to loss or fraud.
• Monitor and manage all required reports to ensure operational excellence.
• Provide operational support to Office Leader.
• Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.

Skills

Client service excellence

Communication skills

Analytical thinking

Education

High School Diploma or Equivalent

College degree preferred

Tools

Microsoft Office

Job description

Synovus in Tallahassee, FL is seeking a Financial Specialist to provide distinctive service to clients and prospects, guiding conversations about banking solutions and expanding relationships. You will serve as a single touch point, handling transactions, opening new accounts, and promoting a highly engaging client experience.

The role requires deep knowledge of banking products, regulatory compliance, and exceptional interpersonal skills.