Client Relationship Specialist
2 weeks ago
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 applicationsPreferred Knowledge, Skills, & Abilities:
Bachelor's degree-
Administrative Support Specialist
3 days ago
Wesley Chapel, Florida, United States New LEAPS Academy Full timeJob Description**Key Responsibilities:**Perform a wide range of administrative duties, including but not limited to:Providing exceptional customer service to internal and external stakeholdersManaging accounts receivables and maintaining accurate financial recordsDeveloping and maintaining spreadsheets to track data and trendsUtilizing strong organizational...
-
Building Maintenance Specialist
4 days ago
Wesley Chapel, Florida, United States Lincoln Property Company Full timeJob SummaryWe are seeking a skilled Building Maintenance Specialist to join our team at Lincoln Property Company. As a key member of our facilities team, you will be responsible for the maintenance and operation of all mechanical equipment, appliances, and building-related systems.Key ResponsibilitiesPerform scheduled maintenance and repairs, including...
-
Pool Maintenance Specialist
4 days ago
Wesley Chapel, Florida, United States Pool Troopers Full timeJob Opportunity at Pool TroopersWe are seeking a skilled Pool Maintenance Specialist to join our team at Pool Troopers. As a Pool Technician, you will play a vital role in ensuring the cleanliness, safety, and functionality of our clients' swimming pools.Key Responsibilities:Lift and handle tools, chemicals, and equipment safely and efficiently.Conduct daily...
-
Senior Lending Specialist
5 days ago
Wesley Chapel, Florida, United States Synovus Financial Full timeJob SummarySynovus Financial seeks a skilled Relationship Banker to join our team. As a Relationship Banker, you will serve as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch model.Key ResponsibilitiesEngage and consult with consumer and small business customers to identify, understand,...
-
Wage Accounting Specialist
3 days ago
Wesley Chapel, Florida, United States Spectrum Industries Full timeAbout Spectrum Industries:We are a dynamic and innovative company with expertise in all areas that are essential for businesses. With a strong presence in the industry, our company has been advising clients nationwide for over 60 years. The values that we live by in our organization also shape our understanding of work for our clients: we not only provide...
-
Pediatric Care Specialist
3 days ago
Wesley Chapel, Florida, United States TGH Home Care Full timeJob OverviewTGH Home Care is a leading provider of home care services, delivering high-quality care to patients in their homes. As a Registered Nurse (RN) or Licensed Practical Nurse (LPN), you will play a vital role in our team, working with referral sources to implement services that meet the unique needs of individuals and families.Key...
-
Customer Engagement Specialist
2 weeks ago
Wesley Chapel, Florida, United States Chico's FAS Full timeBecome a Part of Our TeamWe are a prominent retail organization with a vast network of boutiques and outlets throughout the United States. Our mission is to deliver an exceptional shopping experience that allows women to showcase their unique style.Position: Sales AssociateCompany: Chico's FAS, Inc.Role Overview:Achievement OrientationReach sales targets by...
-
Hair Stylist
1 day ago
Wesley Chapel, Florida, United States Great Clips Full timeUnlock Your Potential as a Hair Stylist at Great ClipsAre you a skilled hair professional looking for a new challenge? Do you have a passion for delivering exceptional haircuts and building strong relationships with clients? Look no further than Great Clips, the world's largest salon brand.About the RoleWe're seeking a talented Hair Stylist to join our team...
-
Middle/High School Health Teacher
18 hours ago
Wesley Chapel, Florida, United States Charter Schools USA Full timeJob SummaryWe are seeking a dedicated and passionate Middle/High School Health Teacher to join our team at Charter Schools USA. As a Health Education Specialist, you will be responsible for creating a supportive and inclusive learning environment that fosters academic excellence and promotes the physical and emotional well-being of our students.Key...
-
Early Childhood Education Specialist
3 days ago
Wesley Chapel, Florida, United States Creative Times Academy Full timeWe are seeking a dedicated and passionate professional to join our team at Creative Times Academy as a Preschool Childcare Floater. As a facilitator of children's learning, you will play a vital role in creating a nurturing and engaging environment that fosters children's growth and development.Key Responsibilities:Design and implement meaningful and...
-
Physical Therapist Home Health Specialist
4 days ago
Wesley Chapel, Florida, United States Pinnacle Home Care Inc. Full timeJob SummaryPinnacle Home Care Inc. is seeking a dedicated and compassionate Physical Therapist to join our team of skilled home healthcare providers. As a Physical Therapist, you will play a vital role in providing quality care to our patients in their homes.Key ResponsibilitiesConduct comprehensive assessments of patients' needs, including Outcome and...
-
Valet Supervisor
3 days ago
Wesley Chapel, Florida, United States Evolution Parking & Guest Services Full timeJob SummaryThe Valet Supervisor will be responsible for ensuring the safety and efficiency of parking guest vehicles while delivering exceptional service that exceeds our customer and client's expectations.Key ResponsibilitiesGuest Service DeliveryEstablish positive guest relationships through consistent delivery of customer service to all guests,...
-
Real Estate Sales Consultant
7 days ago
Wesley Chapel, Florida, United States 54 Realty Full timePosition OverviewAre you ready to elevate your professional journey in the real estate sector?54 Realty is currently experiencing a surge in client inquiries, presenting an exciting opportunity for our team members to achieve outstanding results consistently.As a forward-thinking real estate organization, we leverage advanced technology and a powerful online...
-
Sales Representative
2 weeks ago
Wesley Chapel, Florida, United States Vantagepoint AI, LLC Full timeAbout Vantagepoint AI, LLCVantagepoint AI, LLC is a leading provider of artificial intelligence solutions for the stock market. With 45 years of experience, we have established ourselves as a stable and innovative company.Job SummaryWe are seeking a highly motivated and skilled Inside Sales Executive to join our team. As an Inside Sales Executive, you will...
-
Client Specialist
3 months ago
Wesley Chapel, United States Talbots Full timeWhat We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may also be eligible for discounts at the brands across KnitWell Group. Other...
-
Travel Nurse RN Specialist
3 days ago
Chapel Hill, North Carolina, United States HealthEcareers - Client Full timeJob DetailsJob Title: Travel Nurse RN SpecialistJob Type: Travel NursingSpecialty: Burn UnitDiscipline: Registered Nurse (RN)Shift: 12 hours, nightsHours per Week: 36Duration: 13 weeksEmployment Type: TravelAbout the JobHealthEcareers - Client is seeking a highly skilled Travel Nurse RN Specialist to join their team in a Burn Unit setting. As a Travel Nurse...
-
Chapel Hill, United States Fifth Third Full timeThis role will be a client facing role and operations role to assist Relationship Managers, Client Service and Trust Administrators, and Operations team in working with clients to obtain required information and documentation needed to facilitate the Relationship Manager, Specialist, Onboarding, Client Service, Financial Planning, Operations, Banking,...
-
Travel Nurse RN Specialist
4 days ago
Chapel Hill, North Carolina, United States HealthEcareers - Client Full timeJob DetailsJob Title: Travel Nurse RN SpecialistJob Type: Travel NursingSpecialty: Burn UnitDiscipline: Registered Nurse (RN)Shift: 12 hours, nightsHours per Week: 36Duration: 13 weeksEmployment Type: TravelAbout the JobHealthEcareers - Client is seeking a highly skilled Travel Nurse RN Specialist to join their team in a Burn Unit setting. As a Travel Nurse...
-
Travel MRI Technologist
4 days ago
Chapel Hill, North Carolina, United States HealthEcareers - Client Full timeJob SummaryHealthEcareers - Client is seeking a skilled Travel MRI Technologist to join their team in a hospital setting. As a Diagnostic Imaging Specialist, you will be responsible for operating MRI equipment to produce high-quality images for diagnostic purposes.Key ResponsibilitiesOperate MRI equipment to produce high-quality images for diagnostic...
-
Travel Nurse RN Specialist
3 days ago
Chapel Hill, North Carolina, United States HealthEcareers - Client Full timeJob SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN to join their team as a Wound Care specialist. This is a 13-week contract opportunity that requires a strong background in wound care and a commitment to delivering high-quality patient care.Key ResponsibilitiesProvide expert wound care services to patients in a hospital settingDevelop...
-
Travel Nurse RN Oncology Specialist
3 days ago
Chapel Hill, North Carolina, United States HealthEcareers - Client Full timeAbout the JobWe are seeking a skilled Travel Nurse RN Oncology Specialist to join our team at HealthEcareers - Client. As a travel nurse, you will have the opportunity to work in a variety of settings and gain valuable experience in oncology care.Job ResponsibilitiesProvide high-quality patient care in an oncology settingCollaborate with healthcare teams to...
-
Chapel Hill, United States Fifth Third Full timeMake banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function This role will be aclient facingrole and operations role to assist Relationship Managers, Client Service and Trust Administrators, and Operations team in working with...
-
Chapel Hill, United States Fifth Third Full timeMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function This role will be a client facing role and operations role to assist Relationship Managers, Client Service and Trust Administrators, and Operations team in working with...
-
Custom Home Design
1 week ago
Chapel Hill, North Carolina, United States New Vista Development Full timeAbout New Vista Development New Vista Development is a boutique custom home design and building company based in Chapel Hill, North Carolina. We work in Orange, Chatham, and Durham counties and nearby locations. Kurt Mueller is the driving force behind New Vista, and his high standards are evident in every aspect of the business. Kurt collaborates closely...
-
Client Relations Specialist
2 weeks ago
Chapel Hill, Tennessee, United States Ace Hardware Full timePosition Overview:We are in search of a part-time Client Relations Specialist. In this position, you will handle incoming inquiries from clients and promote our offerings. This role is essential in coordinating the schedules for our skilled service professionals. We provide competitive compensation, health benefits, mobile phone reimbursement, and paid time...
-
Client Support Specialist
1 week ago
Chapel Hill, North Carolina, United States Carolina Slate, LLC Full timePosition OverviewThe Customer Service Representative plays a vital role in ensuring customer satisfaction and fostering positive relationships with clients. This position involves a variety of responsibilities aimed at addressing customer needs effectively.Key ResponsibilitiesAddress Customer Queries: Manage customer inquiries and requests through various...
-
Wound Care Travel Nurse RN
1 week ago
Chapel Hill, North Carolina, United States HealthEcareers - Client Full timeJob SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN to fill a Wound Care position in a top-rated facility.Key ResponsibilitiesProvide high-quality patient care as a Wound Care specialist in a dynamic healthcare environment.Collaborate with interdisciplinary teams to develop and implement effective care plans.Conduct thorough assessments...
-
Business Development Executive
2 weeks ago
Wesley Chapel, United States AtWork Group Full timeSeeking a Business Development Manager for our staffing firm. You will identify new business opportunities, build long-term relationships with potential clients, and negotiate profitable deals. They also often oversee a team and report on business operations to senior management.Responsibilities:Outline:I. Market Research and Opportunity Identification A....
-
Travel Nurse RN Specialist
3 days ago
Chapel Hill, North Carolina, United States HealthEcareers - Client Full timeJob DetailsHealthEcareers - Client is seeking a skilled Medical Surgical Travel Nurse to join their team.Job RequirementsSpecialty: Medical SurgicalDiscipline: RNShift: 12 hours, nightsEmployment Type: TravelHours per week: 36 hoursAbout the PositionThis is a 13-week travel nursing opportunity with a reputable healthcare organization. As a Medical Surgical...
-
Client Support Specialist
2 weeks ago
Chapel Hill, North Carolina, United States Carolina Slate, LLC Full timePosition OverviewThe Customer Service Representative plays a crucial role in ensuring customer satisfaction and loyalty. This position involves engaging with clients through various communication channels and providing exceptional support.Key ResponsibilitiesAddress customer inquiries: Handle questions and requests from customers via phone, email, and chat...
-
Client Support Specialist
1 week ago
Chapel Hill, North Carolina, United States Carolina Slate, LLC Full timePosition OverviewThe Customer Service Representative plays a vital role in ensuring customer satisfaction and loyalty. This position involves engaging with clients through various communication channels and providing effective solutions to their inquiries.Key ResponsibilitiesAddress Customer Inquiries: Handle customer questions and requests via phone, email,...
-
Traveling Healthcare Professional
5 days ago
Chapel Hill, North Carolina, United States HealthEcareers - Client Full timeAbout the JobHealthEcareers - Client is seeking a skilled Registered Nurse to join their team as a GI Lab Specialist. This is a travel nursing opportunity that requires a strong background in gastroenterology and laboratory procedures.Key ResponsibilitiesProvide high-quality patient care in a fast-paced GI Lab environmentCollaborate with healthcare teams to...
-
Travel Nurse RN
4 days ago
Chapel Hill, North Carolina, United States HealthEcareers - Client Full timeAbout the JobHealthEcareers - Client is seeking a skilled Travel Nurse RN to join their team in a dynamic ICU environment.Job SummarySpecialty: ICU - Intensive Care UnitDiscipline: RN - Registered NurseEmployment Type: TravelThis is a 12-week assignment with 36 hours per week, working 12-hour shifts. The ideal candidate will have a strong background in ICU...
-
Relationship Banker
2 weeks ago
Chapel Hill, United States First Horizon Bank Full timeLocation: 201 S. Estes Drive, Chapel Hill, NC, 27514 If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them...