Client-Focused Financial Specialist — Banking & Service

Synovus; Boca Raton (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Synovus in Boca Raton, FL seeks a Financial Specialist to deliver distinctive client service as the primary contact, guiding conversations about products and solutions and expanding relationships. You will handle deposits, withdrawals, payments and account maintenance while upholding regulatory and bank policies.

The role emphasizes high-quality service, risk awareness, and collaboration with specialists in Trust, Investments, Insurance, and Treasury Management to meet client needs.

Qualifications

• Minimum education: High School Diploma or Equivalent; college degree preferred.
• Minimum of 10 years' experience in financial services.
• Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software.
• Knowledge of federal banking regulations and compliance.
• Excellent interpersonal, verbal and written communication skills.
• Strong organizational skills and attention to detail.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Assist clients with banking transactions and account maintenance.
• Open new accounts and process related documentation.
• Provide client support for services including wire transfers, foreign currency, notary, etc.
• Manage risk and ensure compliance with policies and regulations.
• Support Office Leader and provide team coaching and development where applicable.
• Performs other related duties as required.

Skills

Microsoft Office

Interpersonal skills

Verbal & written communication

Attention to detail

Multi-tasking

Time management

Problem-solving

Client service

Education

High School Diploma or Equivalent

College degree preferred

Tools

Microsoft Office

Job description

Synovus in Boca Raton, FL seeks a Financial Specialist to deliver distinctive client service as the primary contact, guiding conversations about products and solutions and expanding relationships. You will handle deposits, withdrawals, payments and account maintenance while upholding regulatory and bank policies.

The role emphasizes high-quality service, risk awareness, and collaboration with specialists in Trust, Investments, Insurance, and Treasury Management to meet client needs.