Specialist, Consumer Banking

Synchrony Financial; Charlotte (NC); Hybrid; USD 34,000 - 45,000; Full time

Benefits offered by this job

Work from home option

Annual bonus eligibility

Hybrid office/Hub access

Job summary

Synchrony is seeking a Trust & Business Specialist to provide high-quality service for Trust, Business, and Core banking customers. You will handle account opening, funding, and servicing, acting as the primary contact across channels to ensure accuracy and a positive customer experience.

The role offers flexible working arrangements with a home-based option near a hub or in-office attendance as needed for meetings and events, plus potential for an annual bonus based on performance.

Qualifications

• Minimum 6 months of Consumer Bank experience.
• Strong written and verbal communication skills.
• Attention to detail and accuracy when reviewing documentation.
• Ability to work independently while contributing to team goals.
• Commitment to delivering a consistent and professional customer experience.

Responsibilities

• Serve as the single point of contact for Trust, Business, and Core customer inquiries.
• Review, interpret, and validate account documentation for completeness and accuracy.
• Manage and process Trust and Business follow-up workflows within established timelines.
• Conduct outbound calls to customers regarding account setup, funding, or missing documentation.
• Research and resolve account issues using multiple electronic systems to ensure a complete and timely resolution.
• Build and maintain strong relationships with customers through clear communication and follow-up.

Skills

Customer service

Written communication

Verbal communication

Attention to detail

Time management

Independent work

Education

High school diploma

Job description

Role Summary/Purpose:

The Trust & Business Specialist is responsible for providing high-quality service and support to our Trust, Business, and Core banking customers. In this role, you will serve as the main point of contact for customers, assisting with account opening, funding, and ongoing servicing. You’ll handle both inbound and outbound calls, ensuring accuracy, professionalism, and a positive customer experience.

Our Way of Working

We’re proud to offer you flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you will be required to commute or travel for in‑person engagement activities such as business or team meetings, training and culture events.

Essential Responsibilities:

• Serve as the single point of contact for Trust, Business, and Core customer inquiries.
• Review, interpret, and validate account documentation for completeness and accuracy.
• Manage and process Trust and Business follow‑up workflows within established timelines.
• Conduct outbound calls to customers regarding account setup, funding, or missing documentation.
• Research and resolve account issues using multiple electronic systems to ensure a complete and timely resolution.
• Build and maintain strong relationships with customers through clear communication and follow‑up.
• Demonstrate ownership by following issues through to resolution.
• Support additional duties or special projects as assigned.

Qualifications / Requirements:

• Minimum 6 months of Consumer Bank experience
• Proven ability to manage multiple tasks and priorities in a fast‑paced environment.
• Strong written and verbal communication skills.
• Excellent customer service and problem‑solving skills.
• Attention to detail and accuracy when reviewing documentation.
• Ability to work independently while contributing to team goals.
• Commitment to delivering a consistent and professional customer experience.

Grade/Level: 06

The hourly rate range for this position is $24.50 - $32.50/hr USD Annual and is eligible for an annual bonus based on individual and company performance.

Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.

Our Way of Working

We’re proud to offer you flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. You will be required to commute to your nearest Hub (either virtual or physical) for in‑person engagement activities such as regular business or team meetings, training and culture events.

*Field Sales and some Commercial team roles may have varied location requirements based upon partner obligations or preferences.

Eligibility Requirements:

• You must be 18 years or older
• You must have a high school diploma or equivalent
• You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
• You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
• New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months’ time in position before they can post for future non‑exempt roles. Employees, level 8 or greater, must have at least 18 months’ time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don’t meet the time in position or performance expectations).

Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Our Commitment

When you join us, you’ll be part of an inclusive culture where your individual skills, experience, and voice are not only heard – but valued. Together, we’re building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.

This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We’re proud to have an award‑winning culture for all.

Reasonable Accommodation Notice

• Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
• If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at 1-866-301-5627. Representatives are available from 8am – 5pm Monday to Friday, Central Standard Time

Job Family Group

Customer Service Operations