Client Experience Financial Specialist

Synovus; Montgomery (AL); On-site; USD 60,000 - 85,000; Full time

Job summary

Synovus seeks a Financial Specialist to deliver distinctive service to clients, acting as a single touch point and engaging clients in conversations about products and solutions. The role aims to expand relationships, promote an exceptional client experience, and adhere to Pinnacle Way standards.

The candidate will manage deposits, withdrawals, payments, and account maintenance while ensuring compliance with federal regulations and internal policies.

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software.
• Excellent verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Analytical and mathematical reasoning abilities.
• Ability to multi-task and prioritize daily tasks.

Responsibilities

• Provide distinctive service to clients and prospects in person and over the phone.
• Respond to client inquiries and resolve issues; ensure live phone coverage within three rings.
• Open new accounts and process account paperwork; verify client credentials.

Skills

Microsoft Office

Interpersonal communication

Time management

Attention to detail

Analytical skills

Multi-tasking

Education

High School Diploma or equivalent

College degree preferred

Job description

Synovus seeks a Financial Specialist to deliver distinctive service to clients, acting as a single touch point and engaging clients in conversations about products and solutions. The role aims to expand relationships, promote an exceptional client experience, and adhere to Pinnacle Way standards.

The candidate will manage deposits, withdrawals, payments, and account maintenance while ensuring compliance with federal regulations and internal policies.