Personal Banker II (30 hours, Benefits Eligible) - Midbay

Synovus; Destin (FL); On-site; USD 30,000 - 40,000; Part time

Job summary

A leading regional bank in Florida is seeking a part-time Personal Banker II to provide outstanding customer service and support sales activities. The ideal candidate will have excellent consultative selling skills and a strong understanding of bank products. Responsibilities include executing transactions, opening accounts, and educating customers on services. This entry-level role requires at least a high school diploma and relevant customer service experience. Join our team to make a difference for our customers!

Qualifications

• 1+ years of experience in the banking industry including cash handling, sales, and customer service.
• Successful sales experience where defined goals were routinely met.
• Must obtain unique identification number from NMLS within established timeframe.

Responsibilities

• Greet customers to establish connections and provide personalized service.
• Execute customer transactions accurately while maximizing sales.
• Promote and explain bank products and services.
• Open and service accounts while managing operational tasks.
• Participate in daily sales meetings and workshops.

Skills

Customer service skills

Consultative selling

Listening and comprehension skills

Interpersonal skills

Mathematical skills

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Personal Banker II (30 hours, Benefits Eligible) - Midbay

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Job Summary

Serves as the front-line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction. Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Identifies customer needs as well as cross‑selling and up‑selling opportunities. Expands and retains customer relationships and contributes to the financial growth of the branch. Serves as the first line of defense in preventing fraud and mitigating risk. Demonstrates passion for delighting customers by living the Customer Covenant every day. On average, spends approximately 60% of the time performing Teller functions and 40% of the time performing Relationship Banker functions.

Job Duties And Responsibilities

• Proactively and pleasantly greets customers to establish a connection and develop rapport, providing outstanding, personalized customer service.
• Assesses customer needs, shares and educates the digital strategy and directs them to the appropriate service areas or banking representatives.
• Executes a variety of customer transactions in accordance with applicable policies and procedures, and with a high level of accuracy and efficiency while maximizing the sales potential of every interaction. Assists customers with inquiries and provides issue resolution in a professional and composed manner. Thanks each customer for their business and treats every individual as a valued Synovus customer.
• Counts, checks and packages coins and currency. Balances cash drawer at the end of the day and reports any discrepancies. Checks the night depository bags and records information. Accepts retail and commercial deposits, verifies cash and endorsements and provides customer with a receipt. Accepts savings deposits and withdrawals, verifies signatures.
• Listens carefully to customers to understand their financial priorities and promotes bank products, digital options and services accordingly. Promotes and explains Synovus products such as consumer and mortgage loans, IRAs, certificates of deposit, travelers checks and credit cards.
• Opens and services accounts. Interviews consumer and small business loan applicants to identify loan opportunities and may process and close loans. Follows established policies and procedures with minimal exceptions. Ensures all operational tasks are completed and all exceptions are cleared in a timely manner.
• Optimizes the customer relationship by referring customers to branch team members and/or Synovus partners for cross‑selling opportunities. Performs proactive outreach to customers and prospects during sales campaigns and promotions. Utilizes the Sales Management system to capture and track referrals.
• May serve as back‑up to the Branch Service Supervisor or Relationship Banker, providing coaching and guidance to junior tellers. Serves as the IBS Teller Insight Branch Administrator as needed, including updating profiles for users, assigning authority, and other IBS Teller Insight Administration tasks. Performs vault teller responsibilities as needed.
• Participates in daily kick‑off and huddle activities, weekly sales meetings, and sales and training activities. Supports sales campaigns and bank initiatives and products as assigned and shares specific product information and sales tips. Champions the digital strategy and utilizes, shows and engages customers with the in‑branch digital tools.
• Adheres to Branch Operations Standards, policies and procedures and regulatory guidelines to protect against risk. Maintains a high level of awareness to recognize and report suspected fraud. Follows the business code of conduct including reporting known or suspected violations to the appropriate company authority in a timely fashion. Completes compliance and other assigned training on time.
• Demonstrates professionalism in appearance, punctuality, and behavior. Maintains a clean, organized work area.
• 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.
• Performs other related duties as required.

Minimum Education

• High school diploma or equivalent

Minimum Experience

• One (1)+ years of experience in the banking industry including cash handling, sales and customer service; or Six (6) months successful sales experience where defined goals and accountabilities were routinely met. May consider relevant college‑related programs in lieu of some, not all job experience.

Certifications or Licenses

• This position requires 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 fingerprint check.

Required Knowledge, Skills, & Abilities

• Knowledge of bank operations, policies and procedures and federal bank regulations
• Knowledge of bank products and services
• Strong customer service skills
• Aptitude for consultative selling
• Strong listening and comprehension skills to be able to identify customer financial needs, goals and objectives
• Strong interpersonal skills to establish rapport with customers
• Careful attention to detail with ability to manage time and multi‑task
• Mathematical skills
• Proficiency using Microsoft Office software products

Preferred Knowledge, Skills, & Abilities

• Familiarity with Synovus line of business partners including mortgage, private wealth management and merchant services
• Knowledge of consumer lending

Synovus is an equal opportunity employer committed to fostering an inclusive work environment.

Seniority level

• Entry level

Employment type

• Part‑time

Job function

• Finance and Sales