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Job Description
Job Summary
Partners with Bankers to proactively grow and maintain all aspects of the client relationship ensuring alignment with the Bank's deposit gathering strategy.
Provides a concierge experience and develops strong relationships with day-to-day contacts. Collaborates with internal partners to bring value to the client relationship.
Ensures accurate execution of processes and serves as the knowledge center and central point of contact for Know Your Customer (KYC) and other regulatory requirements.
Drives data integrity of customer information source systems for accurate management and reporting of the overall client relationship.
Manages deposit portfolio, provides account management and problem resolution to assigned high profile / high volume clients.
Ensures client retention and proactive account management leading to customer satisfaction, retention and additional revenue.
Identifies and cross-sells products and services appropriately aligned to clients long-term financial needs.
Job Duties and Responsibilities
Manages the customer experience for less complex relationships from beginning to end regarding client needs or requests including deposit and loan related questions.
Follows the Sundown rule for all customer or internal Synovus inquiries. Provides warm transfer for the customer when engaging other departments for assistance.
Sets client expectations and gauges client satisfaction. Builds relationships with clients through proactive contact including in-person and telephone conversations.
Participates in client recognition activities to reinforce who is the primary bank contact for ongoing needs.
Understands risks associated with Treasury products and overdrafts and escalates to appropriate manager. Waives fees (e.
g., NSF, Wire) within established authority parameters and department procedures. Monitors client trends in deposit activity obtained through deposit reporting and alerts Banker or primary contact.
Opens, closes and maintains accounts. Updates Signature Card and Corporate Resolutions as needed due to customer changes or changes resulting from new regulations (e.
g., beneficial owner form control prong or added due diligence). Reviews account documents for accuracy and obtains all information to work toward minimal technical exceptions.
Each 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 fashion.
Performs other related duties as required.
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 Shift First Alternate Location Minimum Requirements
Minimum Education :
High school diploma or equivalent.
Minimum Experience :
One year of banking customer contact experience including resolving customer concerns.
Required Knowledge, Skills, & Abilities :
Additional Information
Preferred Knowledge, Skills, & Abilities :
Last updated : 2024-04-28
Full Time
Banking
$60k-79k (estimate)
04/29/2024
05/05/2024
synovus.com
COLUMBUS, GA
3,000 - 7,500
2010
MARK CARVER
$1B - $3B
Banking
On May 6, 2019, Florida Community Bank took on the Synovus name as the final step in our merger. Were excited to announce the transition of all FCB accounts to Synovus is complete, and were honored to welcome FCB customers to the Synovus family. We truly appreciate our customers' patience over the past few months as our banks came together as one. For more information on the merger, please visit synovus.com/welcomefcb.
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