[Remote] Financial Specailist

Note: The job is a remote job and is open to candidates in USA. Synovus is a leading financial institution seeking a Financial Specialist to serve as a retail branch consumer and small business lending banker. The role involves consulting with customers to identify financial needs, managing branch operations, and coaching team members to ensure overall branch success and customer satisfaction.ResponsibilitiesEngages and consults with consumer and small business customers to identify, understand, and prioritize financial needs. Champions the customer's financial success through positioning product solutions and engaging appropriate partnersAssists the branch RMM with managing branch functions and with ensuring overall branch success including branch profitability, sales, and customer experience. Works closely with RMM to train, coach and develop branch team members in areas such as sales management, customer service, and compliance with company policiesAssists 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 estatePursues 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 influencePartners with branch RMM to prepare for sales calls to add value and strengthen personal relationships with customers. Conducts outside calling to small business owners. Collaborates with business partners such as private wealth, financial planning, commercial banking and other line-of-business segments to strategize and develop comprehensive banking relationshipsWorks proactively and closely with bankers to maintain a consistent deposit and loan pipeline. Develops referral sources to generate business. 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 programsParticipates in daily kick-off and huddle activities, weekly sales meetings, and sales and training activities. Champions products and shares specific product information and sales tips. Performs proactive outreach to customers and prospects during sales campaigns and promotions. Works closely with and assists the branch RMM with the coordination and communication of sales, marketing, and product initiatives within the branchOpens and services accounts. Interviews consumer and small business loan applicants to identify loan opportunities and may process and close loans. Follows established policies and procedures with minimal exceptions. Ensures all operational tasks are completed and all exceptions are cleared in a timely mannerAssists the branch RMM and Regional Operations Manager with ensuring operational integrity of the branch including monitoring team compliance with bank regulations, policies and procedures. Assists branch RMM with protecting the assets of the branch through management of credit quality and minimization of lossesReads, comprehends and complies with all communications and directives in a timely manner. Follows ethical practices in all activities related to the branch including operations, customer treatment and sales activities. Effectively communicates with leadership and coworkers to promote a positive and collaborative team environmentAdheres to Branch Operations Standards, policies and procedures and regulatory guidelines to protect against risk. Maintains a high level of awareness to recognize and report suspected fraud. Follows the business code of conduct including reporting known or suspected violations to the appropriate Company authority in a timely fashion. Completes compliance and other assigned training on timeModels Synovus' culture and values in everyday interactions with team members, customers and business partners. Promotes a positive work culture by supporting and increasing team member engagementCompletes all assigned and recommended training for the RMM role to include leadership and coaching classes. Takes ownership of development plan and actively pursues opportunities to develop leadership skillsManages coaching, development and performance of team members. Communicates key information to team members regarding changes to bank policies, procedures, products and servicesDemonstrates professionalism in appearance, punctuality, and behavior. Maintains a clean, organized work areaManages the annual performance management and merit processes for direct and indirect reports. Coaches and develops team members and builds a work environment where team members are engaged and feel a positive sense of achievement about their role in the company. Works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resources related mattersEach team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashionPerforms other related duties as requiredSkillsHigh school diploma or equivalentFour 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 processingExtensive knowledge of bank services and productsAptitude for consultative sellingAbility to establish, maintain and deepen customer relationshipsKnowledge of state and federal banking compliance regulationsStrong interpersonal and communication skillsStrong customer service skillsStrong listening skills and a positive communicatorProficiency using Microsoft Office software productsKnowledge of consumer lendingCompany OverviewSynovus is a financial services company that provides commercial banking, retail banking, investment, and mortgage services. It is a sub-organization of Pinnacle Financial Partners. It was founded in 1888, and is headquartered in Columbus, Georgia, USA, with a workforce of 5001-10000 employees. Its website is https://www.synovus.com.