Client Experience Financial Specialist

Synovus; Tifton (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Synovus Bank in Georgia is seeking a Financial Specialist to serve clients as a single touch point, engage in conversations about products, and expand relationships while delivering a superior client experience.

The role emphasizes accurate handling of deposits, withdrawals, account maintenance, and adherence to banking regulations. A strong service orientation and multi-tasking ability are essential for success in this fast-paced environment.

Qualifications

• High School Diploma or Equivalent -- College degree is preferred.
• Minimum of five (5) years' experience in financial service or job-related experience, 10 years preferred.
• Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
• Knowledge of federal banking regulations and compliance.
• Broad knowledge of bank products and services.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues.
• Greet and acknowledge each client as they enter the office.
• Assist clients with their banking transactions such as deposits, withdrawals, payments, and balance in addition to perform office capture duties.
• Adhere to Pinnacle guidelines for check cashing, Reg. CC and new account opening to reduce risk to the Firm.
• Ensure compliance with Firm policy and procedures and all applicable federal regulations and state laws.
• Open new accounts as needed. Process appropriate new account paperwork, verify client credentials, and obtain all supporting documentation
• Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
• Prioritize and make on-the-spot decisions regarding client requests while weighing client satisfaction issues with Firm exposure to loss or fraud.
• Monitor and manage all required reports to ensure operational excellence.
• Provide operational support to Office Leader.
• Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
• Assist other team members as needed to ensure delivery of distinctive service.
• Perform other related duties and responsibilities as assigned.

Skills

Interpersonal skills

Organizational skills

Analytical thinking

Time management

Communication skills

Banking knowledge

Education

High School Diploma or Equivalent

College degree preferred

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

Synovus Bank in Georgia is seeking a Financial Specialist to serve clients as a single touch point, engage in conversations about products, and expand relationships while delivering a superior client experience.

The role emphasizes accurate handling of deposits, withdrawals, account maintenance, and adherence to banking regulations. A strong service orientation and multi-tasking ability are essential for success in this fast-paced environment.