Specialist, Consumer Banking

Synchrony; United States; Hybrid; USD 34,000 - 45,000; Full time

Job summary

Synchrony is seeking an IRA Specialist who will guide customers through opening and funding IRA deposit accounts, handle outbound calls, and resolve account issues with a focus on exceptional customer service.

The role offers flexible work options with the possibility to work from home near a hub or in an office, with occasional in-person engagements. Candidates should have at least 6 months in consumer banking and be available for M-F shifts.

Qualifications

• Minimum 6 months of Consumer Bank experience.
• Ability to work a set schedule per business needs (M-F).

Responsibilities

• Answer inbound calls from customers regarding their IRA accounts.
• Answer inbound calls from customers regarding core & OTP processes.
• Access multiple computer systems while on calls.
• Provide follow-up to customers on complex issues.
• Input & track workflows to ensure proper resolution.
• Strengthen relationships with Consumer Bank customers.
• Perform other duties or special projects as assigned.

Skills

Customer service

Communication

Time management

Problem solving

Escalation handling

Education

High school diploma

Job description

Role Summary/Purpose:

The IRA Specialist role will focus on efficiently offering IRA deposit accounts and providing a high level of customer service for IRA products. The specialist will serve as the single point of contact for our IRA customers, including but not limited to; "Guiding" customer through account opening & funding process, performing outbound calls, and resolving account issues.

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:

• Answer inbound calls from customers regarding their IRA accounts
• Answer inbound calls from customers regarding core & OTP processes
• Able to access multiple computer systems simultaneously while on the phone with customers
• Provide follow-up to customers regarding complex account issues
• Input & track workflows to ensure proper resolution for customer requests
• Work at all times to effectively & efficiently enhance and strengthen our relationship with Consumer Bank customers
• Perform other duties or special projects as assigned

Qualifications/Requirements:

• Minimum 6 months of Consumer Bank experience
• Ability to work a set schedule per business needs. (The IRA Dep't is not open on Sat or Sun - all shifts are M-F only.)

Desired Characteristics:

• A focus on efficient customer service
• Excellent time management skills
• Strong influencing, negotiation & analytical skills
• Ability to manage, handle, and resolve escalated customer issues
• Demonstrate ability to solve problems with a high degree of difficulty
• Ability to take ownership and see an issue through to resolution.
• Ability to learn the IRA process and adapt in a fast-paced environment
• Demonstrated self-starter as well as a team player

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 nearestHub (either virtual or physical) for in-person engagement activities such as regularbusiness 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