Senior Banking and Client Solutions Specialist

Synovus Financial Corp

Newnan (GA)

Hybrid

USD 55,000 - 75,000

Full time

2 days ago
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Job summary

Synovus Financial Corp is seeking a Financial Specialist to deliver distinctive client service and act as the single touchpoint for customers in the Pinnacle Bank office. You will engage clients in conversations about products and solutions, open new accounts, and handle deposits, withdrawals, and transfers with accuracy.

The role emphasizes relationship expansion, regulatory compliance, and collaboration with teams to meet client financial needs across Trust, Investments, Insurance, and

Qualifications

  • High school diploma required; college degree preferred.
  • Minimum 10 years of experience in financial services.
  • Proficient in Microsoft Office and banking regulations.

Responsibilities

  • Provide distinctive service to clients in person and by phone; resolve inquiries and issues.
  • Greet clients entering the office and process banking transactions (deposits, withdrawals, payments).
  • Open new accounts and complete required paperwork; verify credentials and documentation.
  • Promote products and solutions to expand client relationships and cross-sell when appropriate.
  • Maintain compliance with all laws, regulations, and firm policies; monitor risk and accuracy.
  • Support office leadership and assist with referrals to Trust, Investments, Insurance, and Treasury Management.

Skills

Customer service
Interpersonal skills
Analytical thinking
Time management

Education

High School diploma or equivalent
College degree preferred

Tools

Microsoft Office
NMLS knowledge

Job description

Synovus Financial Corp is seeking a Financial Specialist to deliver distinctive client service and act as the single touchpoint for customers in the Pinnacle Bank office. You will engage clients in conversations about products and solutions, open new accounts, and handle deposits, withdrawals, and transfers with accuracy.

The role emphasizes relationship expansion, regulatory compliance, and collaboration with teams to meet client financial needs across Trust, Investments, Insurance, and

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