Client-Centric Financial Specialist

Synovus; Sumter (SC); On-site; USD 50,000 - 70,000; Full time

Job summary

Synovus is hiring a Financial Specialist in Sumter, SC to provide distinctive service, engage clients in conversations about products and solutions, and expand relationships while ensuring compliance with banking regulations. The role focuses on delivering a high-touch client experience and minimizing hand-offs in the office.

The candidate will handle deposits, withdrawals, account openings, and service requests, supporting the Office Leader and potential referrals to Trust, Investments,

Qualifications

• Proficient in Microsoft Office (Word, Excel, 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.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Assist clients with banking transactions and new account openings while adhering to procedures.
• Lead and support HR-related matters and performance processes as applicable.
• Manage risk by following policies, procedures, laws, and regulations.
• Refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc., as appropriate.

Skills

Interpersonal skills

Organizational skills

Analytical thinking

Time management

Communication skills

Problem solving

Attention to detail

Customer service

Education

High School Diploma or equivalent (College degree preferred)

Tools

Microsoft Office

Job description

Synovus is hiring a Financial Specialist in Sumter, SC to provide distinctive service, engage clients in conversations about products and solutions, and expand relationships while ensuring compliance with banking regulations. The role focuses on delivering a high-touch client experience and minimizing hand-offs in the office.

The candidate will handle deposits, withdrawals, account openings, and service requests, supporting the Office Leader and potential referrals to Trust, Investments,