Retail Banking Specialist

1 week ago

Tallahassee, Florida, United States Synovus Financial Full time

Job Description

Job Overview

Acts as the primary point of contact for customers at the retail branch, fulfilling their sales and service requirements while achieving 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 interaction. Accurately processes transactions while introducing products, services, and digital solutions tailored to customer needs, encouraging deeper engagement with Synovus. Recognizes customer requirements and identifies opportunities for cross-selling and up-selling. Strengthens and maintains customer relationships, contributing to the branch's financial success. Acts as the initial safeguard against fraud and risk. Exhibits a commitment to customer satisfaction by embodying the Customer Covenant daily. Typically allocates around 60% of time to Teller responsibilities and 40% to Relationship Banker duties. Personal Bankers may be required to travel to various branches based on staffing and scheduling demands.

Key Responsibilities

Warmly greets customers to build rapport and provide personalized service. Takes the lead in the lobby, ensuring a welcoming environment as customers enter the branch. Evaluates customer needs, shares insights on digital strategies, and directs them to the appropriate service areas or banking representatives. Processes a range of customer transactions in compliance with established 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 client of Synovus. Assists customers with routine inquiries regarding account balances and information. Handles check cashing and withdrawal requests, ensuring proper verification of signatures and balances. Prepares official checks and money orders as needed. Manages cash handling by counting, checking, and packaging coins and currency. Balances the cash drawer at the end of each day and reports any discrepancies. Inspects night depository bags and records necessary information. Accepts retail and commercial deposits, verifies cash and endorsements, and provides customers with receipts. Processes savings deposits and withdrawals, ensuring signature verification. Listens attentively to customers to comprehend their financial priorities and promotes relevant bank products, digital solutions, and services accordingly. Advocates for Synovus offerings such as consumer and mortgage loans, IRAs, certificates of deposit, travelers checks, and credit cards. Facilitates account openings and servicing. Interviews consumer and small business loan applicants to uncover loan 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 document and track referrals. Participates in daily team meetings, weekly sales discussions, and training activities. Supports sales initiatives and bank products as assigned, sharing product information and sales strategies. Champions the digital strategy and actively engages customers with in-branch digital tools. Complies with Branch Operations Standards, policies, procedures, and regulatory guidelines to mitigate risk. Maintains a high level of vigilance to identify and report suspected fraud. Upholds the business code of conduct, including timely reporting of known or suspected violations to the appropriate authority. Completes compliance and other assigned training promptly. Demonstrates 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, which includes adhering to all policies, procedures, laws, regulations, and risk limits specific to their role. They should also report known or suspected violations to the appropriate authority in a timely manner. Performs additional related duties as necessary.

The information provided in 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 list 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:

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 with defined goals and accountabilities. Relevant college-related 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, & 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 Proficiency in mathematical skills Competence in using Microsoft Office software products

Additional Information:

Two (2) years of Teller experience OR A minimum of two (2) years of work experience that includes at least (1) year of Teller experience combined with Retail/Sales or Customer Service experience and/or college/vocational education. Ability to stand for extended periods and lift objects weighing up to 10 lbs. Knowledge of bank operations, policies, and procedures, as well as federal banking regulations. High School Diploma or equivalent.

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