Client-Focused Banking Transactions Specialist

Synovus; LaGrange (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

Synovus in LaGrange, Georgia seeks a Financial Specialist-Transactions to serve as the primary touchpoint for clients, handling in-branch and phone inquiries, and guiding them through banking solutions.

The role emphasizes delivering distinctive service, driving client engagement, and expanding relationships while ensuring accuracy in deposits, withdrawals, and balance inquiries. Strong regulatory awareness and cross-selling are expected.

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software.
• Knowledge of federal banking regulations and compliance.
• Broad knowledge of bank products and services.
• Excellent interpersonal skills, including verbal and written communication.
• Excellent organizational skills and attention to detail.
• Effective analytical and mathematical reasoning skills with problem-solving ability.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Greet and acknowledge each client as they enter the office.
• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
• Manages the annual performance management and merit processes for direct and indirect reports as applicable. Coaches and develops team members and builds a work environment where team members are engaged and feel a positive sense of achievement about their role in the company. Works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resources related matters.
• Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
• 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.
• Performs other related duties as required.

Skills

Microsoft Office

Banking regulations

Bank products

Interpersonal skills

Communication

Time management

Education

High School Diploma

College degree

Job description

Synovus in LaGrange, Georgia seeks a Financial Specialist-Transactions to serve as the primary touchpoint for clients, handling in-branch and phone inquiries, and guiding them through banking solutions.

The role emphasizes delivering distinctive service, driving client engagement, and expanding relationships while ensuring accuracy in deposits, withdrawals, and balance inquiries. Strong regulatory awareness and cross-selling are expected.