Client-Centric Financial Services Specialist

Synovus; Tuscaloosa (AL); On-site; USD 65,000 - 95,000; Full time

Job summary

Synovus in Tuscaloosa is seeking a Financial Specialist who delivers distinctive service as the single touch point for clients, handling banking transactions, opening accounts, and responding to inquiries to reduce handoffs.

You will engage clients about products and solutions, expand relationships, and ensure compliance with banking regulations while supporting office operations and team leadership. This role emphasizes accuracy and communication in a fast-paced environment.

Qualifications

• High school diploma or equivalent; college degree preferred.
• Minimum 10 years in financial services.
• Proficient in Microsoft Office and related software.

Responsibilities

• Provide distinctive service to clients in person and by phone.
• Open new accounts and process appropriate paperwork.
• Lead and coach team members and coordinate with HR on staffing.
• Manage risk and compliance with laws, regulations and firm policies.

Skills

Customer service

Communication skills

Attention to detail

Time management

Analytical reasoning

Education

High School Diploma or Equivalent

College degree preferred

Tools

Microsoft Office

Word

Excel

PowerPoint

Job description

Synovus in Tuscaloosa is seeking a Financial Specialist who delivers distinctive service as the single touch point for clients, handling banking transactions, opening accounts, and responding to inquiries to reduce handoffs.

You will engage clients about products and solutions, expand relationships, and ensure compliance with banking regulations while supporting office operations and team leadership. This role emphasizes accuracy and communication in a fast-paced environment.