Client-First Financial Specialist & Banking Advisor

Synovus Financial Corp; Loganville (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Synovus Financial Corp seeks a Financial Specialist to deliver distinctive service to clients in person and by phone. You will engage clients about products and solutions, expand relationships, and promote a high-engagement client experience in line with Pinnacle standards.

You will perform deposits, withdrawals, transfers, and account maintenance while ensuring compliance with regulations. The role requires strong communication, attention to detail, and the ability to resolve issues promptly.

Qualifications

• Strong customer service and communication skills are required.
• Banking knowledge or experience in financial services is advantageous.
• Ability to work with clients and colleagues to deliver consistent service.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Respond to client inquiries and resolve issues; support three-ring standard and timely greetings.
• Open new accounts and handle related paperwork, verify client credentials, and gather documentation.
• Support banking transactions and general office duties to ensure smooth operations.

Skills

Customer service

Interpersonal skills

Communication

Time management

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Job description

Synovus Financial Corp seeks a Financial Specialist to deliver distinctive service to clients in person and by phone. You will engage clients about products and solutions, expand relationships, and promote a high-engagement client experience in line with Pinnacle standards.

You will perform deposits, withdrawals, transfers, and account maintenance while ensuring compliance with regulations. The role requires strong communication, attention to detail, and the ability to resolve issues promptly.