Client-Centric Banking Specialist

Synovus; Crestview (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Synovus in Crestview, FL is seeking a Financial Specialist on a full-time basis. You will be the single touch point for clients, guiding them through banking services, deposits, withdrawals, and account questions, while promoting a high-quality client experience in line with Pinnacle Way.

The role emphasizes compliance with federal regulations, cross-selling opportunities to strengthen relationships, and collaboration with Office Leader to deliver distinctive service.

Qualifications

• Proficient in Microsoft Office and regulatory knowledge.
• Excellent interpersonal and verbal communication skills.
• Ability to multi-task and work under pressure with accuracy.

Responsibilities

• Provide distinctive client service in person and by phone.
• Assist clients with banking transactions and new accounts.
• Open new accounts and process required paperwork.
• Refer clients to Trust, Investments, Insurance, and Treasury Management when appropriate.
• Ensure compliance with policies, regulations, and risk controls.

Skills

Microsoft Office

Interpersonal skills

Regulatory knowledge

Banking products knowledge

Education

High School Diploma or Equivalent

College degree preferred

Job description

Synovus in Crestview, FL is seeking a Financial Specialist on a full-time basis. You will be the single touch point for clients, guiding them through banking services, deposits, withdrawals, and account questions, while promoting a high-quality client experience in line with Pinnacle Way.

The role emphasizes compliance with federal regulations, cross-selling opportunities to strengthen relationships, and collaboration with Office Leader to deliver distinctive service.