Financial Specailist

Key Highlights

• 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.
• 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.
• 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.
• Models 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 engagement.
• Completes 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 skills.