Senior Trust Operations Specialist

Synovus Financial Corp.; Birmingham (AL); On-site; USD 90,000 - 120,000; Full time

Job summary

Synovus Financial Corp. in Birmingham, AL seeks a Trust Specialist to support Trust Advisors and clients, handling account setup, daily processing, and documentation. The role emphasizes delivering distinctive service and strong client communication.

The ideal candidate holds a Bachelor's degree and at least 10 years in trust operations or related banking roles, with deep knowledge of trust documents and compliance. Collaboration with CPAs, attorneys, and other providers is essential.

Qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, or related field.
• Minimum of 10 years of experience in trust operations, banking, or related roles.
• Strong knowledge of trust documents, regulations, compliance, and client service.

Responsibilities

• Builds strong client relationships and addresses inquiries, research, and issues with Relationship Managers.
• Coordinates daily account activities including opening/closing, cash management, transfers, and reporting.
• Prepares and manages investment policy statements and related documentation.
• Coordinates with CPAs, attorneys, and service providers on tax, estate, and personal issues.
• Assists with proposals, presentations, and marketing materials; supports policy/procedure improvements.
• Generates complex financial, statistical, and ad hoc reports; ensures data accuracy and confidentiality.
• Serves as liaison with internal teams and third-party partners to resolve system/service issues.
• Maintains proper account documentation and adheres to SOPs; conducts file audits as needed.
• Acts as subject matter expert and mentors junior team members on complex issues.
• Participates in client meetings and special projects as requested.
• Raises risk awareness and ensures compliance with policies and laws.

Skills

Client relationships

Trust operations

Analytical thinking

Education

Bachelor's degree in business/finance

Job description

Synovus Financial Corp. in Birmingham, AL seeks a Trust Specialist to support Trust Advisors and clients, handling account setup, daily processing, and documentation. The role emphasizes delivering distinctive service and strong client communication.

The ideal candidate holds a Bachelor's degree and at least 10 years in trust operations or related banking roles, with deep knowledge of trust documents and compliance. Collaboration with CPAs, attorneys, and other providers is essential.