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Customer Service Financial Specialist

2 weeks ago

Fort Walton Beach, Florida, United States Synovus Full time
Responsibilities
  • Proactively greet customers to establish connections and develop rapport, delivering outstanding personalized customer service. Lobby Leadership welcomes and greets customers, creating a warm and friendly atmosphere.
  • Assess customer needs, share and educate digital strategies, directing them to appropriate service areas or representatives.
  • Execute various customer transactions with high accuracy and efficiency while maximizing sales opportunities.
  • Count, check, and package coins and currency, balancing cash drawers and reporting discrepancies.
Requirements
  • High school diploma or equivalent.
  • Six months of customer service, sales, or related work experience, or completion of one year of college/vocational school.
  • Knowledge of bank operations, policies, and procedures, and federal bank regulations.
  • Strong customer service skills, aptitude for consultative selling, and careful attention to detail.