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Relationship Banking Specialist II

2 months ago

Miami, United States Synovus Full time
Job Overview

Position Summary

Acts as the primary point of interaction for customers at the retail branch, fulfilling the sales and service requirements to achieve both customer satisfaction and branch objectives. Functions as a versatile team member capable of executing transactions, delivering exceptional service, and providing consultative advice to enhance the sales potential of each engagement. Accurately and efficiently processes transactions while simultaneously introducing products, services, and digital solutions that align with customer needs, fostering deeper relationships with Synovus. Recognizes customer requirements and identifies opportunities for cross-selling and up-selling. Aims to expand and maintain customer relationships, contributing to the financial success of the branch. Serves as the initial safeguard against fraud and risk management. Demonstrates a commitment to customer satisfaction by embodying the Customer Covenant daily. Typically allocates around 60% of time to Teller responsibilities and 40% to Relationship Banking tasks.

Key Responsibilities
  • Warmly greets customers to establish rapport and provide exceptional, personalized service. Takes the lead in the lobby, welcoming customers as they enter the branch and creating a friendly environment.
  • Evaluates customer needs, shares insights on digital strategies, and directs them to the appropriate service areas or banking representatives.
  • Handles a variety of customer transactions in compliance with relevant policies and procedures, ensuring high accuracy and efficiency while maximizing sales opportunities. Addresses customer inquiries and resolves issues professionally. Expresses gratitude to each customer for their business, treating every individual as a valued Synovus client. Assists with routine inquiries regarding account balances and information. Processes checks and withdrawals, ensuring verification of signatures and balances. Prepares official checks and money orders, referring customers to an officer for authorization when necessary.
  • Counts, verifies, and packages coins and currency. Balances cash drawer at day’s end and reports any discrepancies. Checks night depository bags and records necessary information. Accepts retail and commercial deposits, verifies cash and endorsements, and provides receipts to customers. Processes savings deposits and withdrawals, ensuring signature verification.
  • Actively listens to customers to understand their financial priorities and promotes bank products, digital options, and services accordingly. Educates customers about Synovus offerings such as consumer and mortgage loans, IRAs, certificates of deposit, travelers checks, and credit cards.
  • Opens and manages accounts. Interviews applicants for consumer and small business loans to identify lending opportunities and may assist in processing and closing loans. Adheres to established policies and procedures with minimal exceptions. Ensures timely completion of all operational tasks and resolution of exceptions.
  • Enhances customer relationships by referring clients to branch team members and/or Synovus partners for cross-selling opportunities. Promotes Synovus products including consumer deposits, loans, IRAs, certificates of deposit, travelers checks, and credit cards. Engages in proactive outreach to customers and prospects during sales campaigns and promotions. Utilizes the Sales Management system to track and capture referrals.
  • May act as a backup to the Branch Service Supervisor or Relationship Banker, providing mentorship and guidance to junior tellers. Serves as the IBS Teller Insight Branch Administrator as required, including updating user profiles, assigning authority, and performing other administrative tasks. May also fulfill vault teller responsibilities as needed.
  • Participates in daily kick-off meetings, weekly sales meetings, and training activities. Supports sales initiatives and bank products as assigned, sharing specific product information and sales strategies. Advocates for the digital strategy and engages customers with in-branch digital tools.
  • Complies with Branch Operations Standards, policies, procedures, and regulatory guidelines to mitigate risk. Maintains vigilance to recognize and report suspected fraud. Adheres to the business code of conduct, reporting known or suspected violations to the appropriate company authority promptly. Completes compliance and other required training on schedule.
  • Exhibits professionalism in appearance, punctuality, and conduct. Maintains a tidy and organized workspace.
  • Each team member is expected to be aware of risks within their functional area, including adherence to all policies, procedures, laws, regulations, and risk limits specific to their role. They should promptly report known or suspected violations to the appropriate company authority.
  • Performs additional related duties as necessary.
This description is intended to convey the general nature and level of work performed by employees in this classification. It is not designed to be an exhaustive inventory of all duties, responsibilities, and qualifications required of employees assigned to this position.

Synovus is an Equal Opportunity Employer committed to fostering diversity in the workplace.

Minimum Qualifications

Education:
  • High school diploma or equivalent.
Experience:
  • 1+ years of experience in the banking sector, including cash handling, sales, and customer service;
    OR
    6 months of successful sales experience meeting defined goals and accountabilities. Relevant college programs may be considered in lieu of some, but not all, job experience.
Certifications or Licenses:
  • This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be completed within a specified timeframe after initial employment and includes a nationwide fingerprint check.
Required Knowledge, Skills, and Abilities:
  • Understanding of bank operations, policies, and procedures, as well as federal banking regulations.
  • Familiarity with bank products and services.
  • Strong customer service abilities.
  • Aptitude for consultative selling.
  • Excellent listening and comprehension skills to identify customer financial needs, goals, and objectives.
  • Strong interpersonal skills to build rapport with customers.
  • Attention to detail with the ability to manage time and multitask effectively.
  • Mathematical proficiency.
  • Proficiency in Microsoft Office software products.
Preferred Knowledge, Skills, and Abilities:
  • Familiarity with Synovus business partners, including mortgage, private wealth management, and merchant services.
  • Knowledge of consumer lending.
  • Bachelor's degree.