Client-Centric Financial Specialist

Synovus; West Palm Beach (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

Synovus in West Palm Beach, FL seeks a Financial Specialist to deliver distinctive client service, handle banking transactions, and promote products and solutions while expanding relationships. The role emphasizes minimizing hand-offs, engaging clients in conversations about Pinnacle Way and maintaining top-tier service standards.

The position requires strong knowledge of banking regulations, excellent communication, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint) and related software.
• Knowledge of federal banking regulations and compliance.
• Broad knowledge of bank products and services.
• Excellent client service, communication, and organizational skills.
• Ability to multi-task with strong time-management.

Responsibilities

• Provide distinctive service to clients in person and by phone; resolve inquiries.
• Support three-ring standard and manage client transactions.
• Open new accounts and ensure proper documentation and verification.
• Lead team performance processes and HR coordination.
• Maintain compliance with policies, laws, and risk controls.
• Refer clients to Trust, Investments, Insurance, Treasury Management as appropriate.

Skills

Microsoft Office

Banking regulations

Customer service

Interpersonal skills

Attention to detail

Multi-tasking

Education

High School Diploma

College degree preferred

Job description

Synovus in West Palm Beach, FL seeks a Financial Specialist to deliver distinctive client service, handle banking transactions, and promote products and solutions while expanding relationships. The role emphasizes minimizing hand-offs, engaging clients in conversations about Pinnacle Way and maintaining top-tier service standards.

The position requires strong knowledge of banking regulations, excellent communication, and the ability to manage multiple tasks in a fast-paced environment.