Senior Client-Focused Financial Specialist

Synovus Financial Corp; Naples, Northern (FL, KY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Synovus Financial Corp is seeking a Financial Specialist to provide distinctive service to clients in person and by phone, handling deposits, withdrawals, payments, and account inquiries while expanding relationships and promoting a high-engagement client experience.

The role emphasizes adherence to banking regulations, accurate documentation, and cross-selling opportunities across Trust, Investments, Insurance, Treasury Management, etc., with an emphasis on risk awareness and exceptional client

Qualifications

• High School Diploma or Equivalent; College degree preferred.
• Minimum of 10 years' experience in financial services.
• Proficient in Microsoft Office and knowledge of banking regulations.

Responsibilities

• Provide distinctive service to clients and prospects in person and over the phone.
• Open new accounts and process relevant paperwork and verifications.
• Support policy compliance, risk controls, and regulatory requirements.
• Assist with deposits, withdrawals, payments, and other banking transactions.

Skills

Client service

Communication

Financial services knowledge

Regulatory compliance

Microsoft Office

Education

High School Diploma or Equivalent

College degree preferred

Tools

Microsoft Office Suite

Job description

Synovus Financial Corp is seeking a Financial Specialist to provide distinctive service to clients in person and by phone, handling deposits, withdrawals, payments, and account inquiries while expanding relationships and promoting a high-engagement client experience.

The role emphasizes adherence to banking regulations, accurate documentation, and cross-selling opportunities across Trust, Investments, Insurance, Treasury Management, etc., with an emphasis on risk awareness and exceptional client