Senior Financial Services Advisor

Synovus Financial Corp.; Boca Raton (FL); On-site; USD 70,000 - 95,000; Full time

Job summary

Synovus Financial Corp. is seeking a Financial Specialist in Boca Raton, FL, to deliver distinctive client service and act as the main point of contact for customers.

You will manage in-branch banking transactions, assist with new accounts, and promote banking products to grow relationships while maintaining compliance. The role requires extensive knowledge of banking regulations, strong communication, and the ability to handle multiple tasks in a fast-paced environment.

Qualifications

• Proven ability to deliver distinctive client service and handle multiple tasks.
• Knowledge of federal banking regulations and compliance.
• Experience banking products and services, with strong problem solving.

Responsibilities

• Serve clients in person and by phone, addressing inquiries and resolving issues.
• Assist with deposits, withdrawals, payments, and account maintenance while minimizing errors.
• Manage risk by adhering to policy, regulatory requirements, and KYC procedures.
• Cross-sell products and services and refer to specialists as needed.

Skills

Interpersonal skills

Verbal communication

Written communication

Organizational 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 in Boca Raton, FL, to deliver distinctive client service and act as the main point of contact for customers.

You will manage in-branch banking transactions, assist with new accounts, and promote banking products to grow relationships while maintaining compliance. The role requires extensive knowledge of banking regulations, strong communication, and the ability to handle multiple tasks in a fast-paced environment.