Financial Specailist

Job Overview

Job Summary Serves as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch model.

Consults with consumer and small business customers to identify, understand, and prioritize financial needs and to deepen relationships. Refers customers to internal and external partners for additional opportunities.

Job Description

Serves as the first line of defense in preventing fraud and mitigating risk. Leads by example and coaches bankers in sales activities and the consultative sales process including utilization of the Financial Needs Assessment.

Provides ongoing coaching and development to team and is accountable for team success. Demonstrates passion for delighting customers by living the Customer Covenant every day.

Champions the customer's financial success through positioning product solutions and engaging appropriate partners.

Assists the branch RMM with developing and maintaining a quality, diversified loan portfolio, including various types of loan programs such as consumer, small business and real estate.

Key Responsibilities

• Leads by example and coaches bankers in sales activities and the consultative sales process including utilization of the Financial Needs Assessment.
• Works closely with and assists the branch Retail Market Manager (RMM) with managing branch functions and with ensuring overall branch success including branch profitability, sales, the customer experience, and team development.
• Job Duties and Responsibilities Engages and consults with consumer and small business customers to identify, understand, and prioritize financial needs.
• Works closely with RMM to train, coach and develop branch team members in areas such as sales management, customer service, and compliance with company policies.
• Pursues new business using sales management tools to proactively identify, retain and deepen current customer relationships and to identify and develop prospective clients or centers of influence.
• Meets or exceeds individual performance sales, referral and activity goals while supporting the goals of the branch and company.
• Establishes and maintains relationships with community based organizations in support of bank goals and programs.
• Assists the branch RMM and Regional Operations Manager with ensuring operational integrity of the branch including monitoring team compliance with bank regulations, policies and procedures.

Required Skills and Qualifications

• Works closely with and assists the branch Retail Market Manager (RMM) with managing branch functions and with ensuring overall branch success including branch profitability, sales, the customer experience, and team development.
• Assists the branch RMM with managing branch functions and with ensuring overall branch success including branch profitability, sales, and customer experience.
• Takes ownership of development plan and actively pursues opportunities to develop leadership skills.
• Performs other related duties as required.
• It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
• Qualifications Minimum Education: High school diploma or equivalent.
• Minimum Experience: Four years of successful sales or customer service experience where defined goals and accountabilities were routinely met or exceeded and experienced/proficient in consumer loan processing; or three years of job specific experience in a Relationship Banker role and experienced/proficient in consumer loan processing.
• Required Knowledge, Skills, & Abilities: Extensive knowledge of bank services and products Aptitude for consultative selling Ability to establish, maintain and deepen customer relationships Knowledge of state and federal banking compliance regulations Strong interpersonal and communication skills Strong customer service skills Strong listening skills and a positive communicator Proficiency using Microsoft Office software products

Work Location and Schedule

This role is listed as Remote USA with location information shown as Remote USA. The employment type is Full Time.

About the Company

Synovus is the organization connected with this listing. USA Jobs Today displays this opportunity for job discovery only, so applicants should verify company details, application instructions, and eligibility on the official employer website.