Client-Focused Financial Specialist

Synovus; Suwanee (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

Synovus is seeking a Financial Specialist - Floating to deliver distinctive client service across Pinnacle offices. You will engage clients, discuss banking solutions, open accounts, and support daily operations while maintaining accuracy and regulatory compliance.

The role emphasizes multitasking, strong communication, and the ability to adapt to multiple in-office visits and short- and long-term assignments. Strong knowledge of banking products is essential.

Qualifications

• Minimum of 10 years' experience in financial services.
• Proficient in Microsoft Office and related software.
• Broad knowledge of bank products and services; strong regulatory awareness.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Respond to client inquiries and resolve issues; aim for live assistance within three rings.
• Open new accounts and process essential paperwork; verify credentials and documentation.

Skills

customer service

communication

problem solving

multi-tasking

time management

attention to detail

client relations

Education

High School Diploma or Equivalent

College degree preferred

Tools

Microsoft Office

Job description

Synovus is seeking a Financial Specialist - Floating to deliver distinctive client service across Pinnacle offices. You will engage clients, discuss banking solutions, open accounts, and support daily operations while maintaining accuracy and regulatory compliance.

The role emphasizes multitasking, strong communication, and the ability to adapt to multiple in-office visits and short- and long-term assignments. Strong knowledge of banking products is essential.