Client-Focused Banking Specialist

Synovus Financial Corp; Crestview (FL); Presencial; USD 45 000 - 75 000; Tempo integral

Resumo da oferta

Synovus Financial Corp in Crestview is seeking a Financial Specialist to serve as the primary point of contact for clients, guiding conversations about banking products and solutions, and expanding client relationships. The role emphasizes distinctive service, regulatory compliance, and a high standard of accuracy in daily operations.

The candidate should bring a decade of financial services experience, proficiency in Microsoft Office, and excellent interpersonal skills to deliver a superior

Qualificações

• High School Diploma or Equivalent.
• College degree preferred.
• Minimum of 10 years' experience in financial services.
• Proficient in Microsoft Office and related software.
• Knowledge of federal banking regulations and compliance.
• Broad knowledge of bank products and services.
• Strong interpersonal, verbal and written communication skills.

Responsabilidades

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Respond to client inquiries and resolve issues; support three-ring standard.
• Open new accounts and process related paperwork; ensure compliance with regulations.
• Assist with deposits, withdrawals, payments, and balance inquiries; handle office capture duties.
• Refer clients to Trust, Investments, Insurance, Treasury Management as appropriate.
• Monitor risk and maintain operational excellence; support Office Leader.

Conhecimentos

Microsoft Office

Interpersonal skills

Verbal & written communication

Multi-tasking

Time management

Formação académica

High School Diploma or Equivalent

College degree preferred

Ferramentas

NMLS knowledge

Descrição da oferta de emprego

Synovus Financial Corp in Crestview is seeking a Financial Specialist to serve as the primary point of contact for clients, guiding conversations about banking products and solutions, and expanding client relationships. The role emphasizes distinctive service, regulatory compliance, and a high standard of accuracy in daily operations.

The candidate should bring a decade of financial services experience, proficiency in Microsoft Office, and excellent interpersonal skills to deliver a superior