Relationship Specialist Or Senior - Weston Commons

Synovus Financial Corp. Weston , FL 33327

Posted 1 week ago

What You'll Be Doing:

As a relationship specialist, you will serve as the first line of contact and consumer and small business lending subject-matter-expert while delivering industry leading customer service to clients. Operating as a multi-functional team member, responsibilities may range from processing transactions to consulting customers in an advisory manner, maximizing the sales potential of every interaction.

Your cross-training skills allow you to perform various types of banking requests while simultaneously strengthening relationships to uncover further needs. In the role, your position will include an array of duties such as:

  • Proactively and pleasantly greets customers to establish a connection and develop rapport, providing outstanding, personalized customer service. Executes a variety of customer transactions in accordance with applicable policies and procedures, and with a high level of accuracy and efficiency while maximizing the sales potential of every interaction.

  • Listens carefully to customers to understand their financial priorities employing a consultative sales approach to proactively identify both consumer and small business customer needs.

  • Opens 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.

  • Optimizes the customer relationship referring customer to Synovus partners for cross selling opportunities. Promotes and explains Synovus products such as consumer and mortgage loans, IRAs, certificate of deposits, traveler's checks and credit cards.

    Performs proactive outreach to customers and prospects during sales campaigns and promotions. Utilizes the Sales Management system to capture and track referrals.

  • Engages 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 partners.

  • 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.

Throughout the day, you'll follow Synovus' customer service standards to build rapport and develop high touch service as you get to know your customers. It is our mission to serve as we cultivate relationships and make them feel at home.

After all, we're not just any bank. We are the bank of here.

"Synovus offers team members an opportunity to learn, thrive, and grow if they desire. Benefits are excellent and help you not only meet your needs as an individual but also your families needs. Synovus cares about its team members, its customers and the community."

  • -Current Team Member

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. 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.

Synovus is an Equal Opportunity Employer supporting diversity in the workplace.


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Relationship Specialist Or Senior - Weston Commons

Synovus Financial Corp.