Client Relationship Specialist

2 weeks ago


Wesley Chapel, Florida, United States Synovus Financial Full time

Job Description

Job Overview

Acts as the primary banking professional for retail clients and small enterprises, providing expertise in consumer and small business lending within a conventional banking environment. Engages with clients to assess, comprehend, and prioritize their financial requirements while fostering strong relationships. Connects clients with internal and external resources for further opportunities. Functions as the initial safeguard against fraud and risk management. Exhibits a commitment to customer satisfaction by embodying the Customer Covenant consistently.

Key Responsibilities

Interacts with consumer and small business clients to assess and prioritize their financial needs. Advocates for the financial well-being of clients by recommending suitable product solutions and collaborating with relevant partners. Aids the branch Relationship Manager in cultivating and sustaining a diverse loan portfolio, encompassing various loan programs such as consumer, small business, and real estate. Actively seeks new business opportunities utilizing sales management tools to identify, retain, and enhance existing client relationships while also targeting potential clients or influential centers. Collaborates with the branch Relationship Manager to prepare for sales engagements, adding value and reinforcing personal connections with clients. Conducts outreach to small business proprietors. Works with business partners, including private wealth management, financial planning, and commercial banking, to strategize and build comprehensive banking relationships. Proactively collaborates with bankers to ensure a steady pipeline of deposits and loans. Develops referral networks to generate business. Achieves or surpasses individual performance metrics for sales, referrals, and activities while aligning with branch and company objectives. Establishes and nurtures relationships with community organizations to support banking goals and initiatives. Participates in daily team meetings, weekly sales discussions, and training sessions. Promotes products and shares specific product knowledge and sales strategies. Engages in proactive outreach to clients and prospects during promotional campaigns. Manages account openings and servicing. Interviews applicants for consumer and small business loans to identify lending opportunities and may facilitate loan processing and closure. Adheres to established policies and procedures with minimal deviations. Ensures timely completion of all operational tasks and resolution of exceptions. Reads, understands, and complies with all communications and directives promptly. Upholds ethical standards in all branch-related activities, including operations, customer interactions, and sales practices. Communicates effectively with leadership and colleagues to foster a positive and collaborative team atmosphere. Complies with Branch Operations Standards, policies, and regulatory guidelines to mitigate risk. Maintains a heightened awareness to identify and report suspected fraud. Adheres to the business code of conduct, including timely reporting of known or suspected violations to the appropriate company authority. Completes compliance and assigned training promptly. Demonstrates professionalism in appearance, punctuality, and conduct. Maintains an organized and tidy workspace. Each team member is expected to be vigilant regarding risk within their area of responsibility. This includes adhering to all policies, procedures, laws, regulations, and risk limits pertinent to their role. Additionally, they should report known or suspected violations to the appropriate company authority in a timely manner. Performs other 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 encompass 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 Education:

High school diploma or equivalent.

Minimum Experience:

1+ years of relevant experience, preferably in banking, sales, or customer service. Relevant college programs may be considered in lieu of job experience.

Required Knowledge, Skills, & Abilities:

Understanding of banking services and products Aptitude for consultative selling Ability to build, maintain, and enhance customer relationships Knowledge of state and federal banking compliance regulations Strong interpersonal and communication skills Excellent customer service abilities Strong listening skills and effective communication Proficiency in Microsoft Office software applications

Preferred Knowledge, Skills, & Abilities:

Bachelor's degree

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