Financial Specialist

Synovus

. Provide distinctive service to clients and prospects in person and over the telephone .

Posted 9/24/2026full-timeAuburn • Alabama • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service within financial services, ensuring compliance with federal regulations and firm policies while effectively managing client inquiries and account support. Proficient in Microsoft Office and possesses strong analytical, organizational, and communication skills essential for a fast-paced banking environment.

Highest-signal resume keywords

Client Service SkillsFederal Banking Regulations KnowledgeMicrosoft Office ProficiencyFinancial Services ExperienceOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account SupportCheck-Cashing GuidelinesNew-Account-Opening ProceduresAnalytical SkillsMathematical ReasoningMulti-TaskingTime ManagementProblem-SolvingOperational SupportBank Products Knowledge

Soft Skills

Interpersonal SkillsVerbal Communication SkillsWritten Communication SkillsAttention to DetailTact and Diplomacy

Certifications & Qualifications

High School Diploma or EquivalentNMLS Registration

Industry Keywords

Financial ServicesComplianceClient InquiriesOffice Capture DutiesATM InquiriesWire TransfersSafe Deposit BoxesInterest-Rate InquiriesFederal RegulationsState Laws

About the role

Key responsibilities & impact

Provide distinctive service to clients and prospects in person and over the telephone
Respond to client inquiries and resolve client issues
Support the three-ring standard for answering phones
Greet and acknowledge clients entering the office
Assist with deposits, withdrawals, payments, balances, and office capture duties
Follow check-cashing, Reg. CC, and new-account-opening guidelines
Ensure compliance with firm policies, procedures, federal regulations, and state laws
Open new accounts and process paperwork, verify client credentials, and obtain supporting documentation
Provide general account support, including maintenance, instant-issue debit cards, safe deposit boxes, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest-rate inquiries, and ATM inquiries
Prioritize and make on-the-spot decisions while balancing client satisfaction with firm exposure to loss or fraud
Monitor and manage required reports
Provide operational support to the Office Leader
Address clients’ business and personal financial needs and refer them to Trust, Investments, Insurance, Treasury Management, and other specialty areas
Assist team members to ensure distinctive service
Perform other related duties as assigned

Requirements

What you’ll need

High School Diploma or Equivalent
Minimum of 10 years' experience in financial services
Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software
Knowledge of federal banking regulations and compliance
Broad knowledge of bank products and services
Excellent interpersonal skills, including verbal and written communication skills
Excellent organizational skills and attention to detail
Effective analytical and mathematical reasoning skills with problem-solving ability
Ability to multi-task and prioritize daily tasks, with effective time-management skills
Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy
Excellent client service skills
Tact and diplomacy in dealing with both clients and team members
Ability to stand and sit for prolonged periods of time
Ability to use manual dexterity, verbal communication, visual acuity, repetitive motion, and hearing
Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp
May require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act; registration must be completed within an established timeframe after initial employment and includes a nationwide fingerprint check

Benefits

Comp & perks

Equal Opportunity Employer committed to fostering an inclusive work environment