Financial Specialist - Part Time

Synovus Financial Corp; Columbus (GA); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Pinnacle Bank, a division of Synovus, seeks a Financial Specialist to provide distinctive client service as a single touch point, handling deposits, withdrawals, payments, and account inquiries while promoting cross-sell opportunities within the Pinnacle Way.

You will support office operations, ensure regulatory compliance, open new accounts, and assist with notary, wires, and other banking services while upholding the three-ring standard and delivering an exceptional client experience.

Qualifications

• High school diploma required; college degree preferred.
• Strong interpersonal and communication abilities.
• Experience in financial services is desirable, with regulatory awareness.

Responsibilities

• Provide distinctive service to clients in person and via phone, handling inquiries and resolving issues.
• Open new accounts and complete required paperwork in compliance with regulations.
• Support daily office operations and cross-sell suitable products and solutions.
• Assist with transfers, notary services, and other banking transactions as needed.

Skills

Client service excellence

Microsoft Office

Regulatory compliance knowledge

Communication skills

Account opening expertise

Education

High School Diploma or Equivalent

College degree preferred

Tools

Microsoft Office

Job description

Job Summary

A Financial Specialist should demonstrate commitment to delivering distinctive service. This position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way.

Job Duties and 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. Assist clients with their banking transactions such as deposits, withdrawals, payments, and balance in addition to perform office capture duties. Adhere to Pinnacle guidelines for check cashing, Reg. CC and new account opening to reduce risk to the Firm. Ensure compliance with Firm policy and procedures and all applicable federal regulations and state laws. Open new accounts as needed. Process appropriate new account paperwork, verify client credentials, and obtain all supporting documentation. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc. Prioritize and make on-the-spot decisions regarding client requests while weighing client satisfaction issues with Firm exposure to loss or fraud. Monitor and manage all required reports to ensure operational excellence. Provide operational support to Office Leader. 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.
• 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.

Minimum Education

High School Diploma or Equivalent -- College degree is preferred.

Minimum Experience

Minimum of 10 years' experience in financial services.

Required Knowledge, Skills & Abilities

Proficient in Microsoft Office (Word, Excel, and 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 skills. Excellent organizational skills and attention to detail. Effective analytical and mathematical reasoning skills with problem-solving ability. Ability to multi-task and prioritize daily tasks, with effective time-management skills. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.

Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Synovus is an equal opportunity employer committed to fostering an inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Applicants with Disabilities

All interested and qualified candidates are invited to apply for employment opportunities with Synovus. If you are an applicant with a disability who is unable to use our online tools to search and apply for jobs, please contact us at [e-mail] .

Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank