Synovus
Personal Banker II (32 Hours, Benefit Eligible) - Tallapoosa
Synovus, Tallapoosa, Georgia, United States, 30716
Personal Banker II (32 Hours, Benefit Eligible) - Tallapoosa
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Personal Banker II (32 Hours, Benefit Eligible) - Tallapoosa
role at
Synovus .
Job Summary Serves as the front‑line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives. Operates as a multi‑functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction. Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Identifies customer needs as well as cross‑selling and up‑selling opportunities. Expands and retains customer relationships and contributes to the financial growth of the branch. Serves as the first line of defense in preventing fraud and mitigating risk. Demonstrates passion for delighting customers by living the Customer Covenant every day. On average, spends approximately 60% of time performing Teller functions and 40% of time performing Relationship Banker functions.
Job Duties and Responsibilities
Proactively and pleasantly greets customers to establish a connection and develop rapport, providing outstanding, personalized customer service.
Assesses customer needs, shares and educates the digital strategy and directs them to the appropriate service areas or banking representatives.
Executes a variety of customer transactions in accordance with applicable policies and procedures, maximizing the sales potential of every interaction.
Assists customers with routine inquiries regarding account balances and information; cashes checks and processes withdrawals, pays out money after verification of signatures and balances, prepares official checks and money orders, and refers customers to an officer for authorization to cash check when needed.
Counts, checks and packages coins and currency; balances cash drawer at the end of the day and reports any discrepancies; checks the night depository bags and records information; accepts retail and commercial deposits, verifies cash and endorsements and provides customers with a receipt; accepts savings deposits and withdrawals, verifies signatures.
Listens carefully to customers to understand their financial priorities and promotes bank products, digital options and services accordingly.
Opens and services accounts; interviews consumer and small business loan applicants to identify loan opportunities and may process and close loans.
Optimizes the customer relationship referring customers to branch team members and/or Synovus partners for cross‑selling opportunities; promotes Synovus products such as consumer deposits, loans, IRAs, certificates of deposit, travelers checks and credit cards.
Performs outreach to customers and prospects during sales campaigns and promotions; utilizes the Sales Management system to capture and track referrals.
Assists as backup to the Branch Service Supervisor or Relationship Banker, providing coaching and guidance to junior tellers and performing administrative tasks.
Participates in daily kick‑off and huddle activities, weekly sales meetings, and sales and training activities; supports bank initiatives and products; champions the digital strategy and engages customers with in‑branch digital tools.
Adheres to Branch Operations Standards, policies, procedures and regulatory guidelines to protect against risk; maintains awareness to recognize and report suspected fraud; follows the business code of conduct.
Demonstrates professionalism in appearance, punctuality and behavior; maintains a clean, organized work area.
Raises and reports known or suspected violations to the appropriate company authority in a timely fashion.
Performs other related duties as required.
Minimum Education
High school diploma or equivalent
Minimum Experience
1+ years of experience in the banking industry including cash handling, sales and customer service; or 6 months of successful sales experience where defined goals and accountabilities were routinely met. Relevant college‑related programs may be considered.
Certifications or Licenses
Successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide fingerprint check.
Required Knowledge, Skills, & Abilities
Knowledge of bank operations, policies and procedures and federal bank regulations
Knowledge of bank products and services
Strong customer service skills
Aptitude for consultative selling
Strong listening and comprehension skills to identify customer financial needs, goals and objectives
Strong interpersonal skills to establish rapport with customers
Attention to detail with ability to manage time and multi‑task
Mathematical skills
Proficiency in using Microsoft Office software products
Preferred Knowledge, Skills, & Abilities
Experience with cash handling
Knowledge of bank operations, policies and procedures and federal bank regulations
Knowledge of bank products, services, policies and procedures
Synovus is an equal opportunity employer committed to fostering an inclusive work environment.
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Personal Banker II (32 Hours, Benefit Eligible) - Tallapoosa
role at
Synovus .
Job Summary Serves as the front‑line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives. Operates as a multi‑functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction. Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Identifies customer needs as well as cross‑selling and up‑selling opportunities. Expands and retains customer relationships and contributes to the financial growth of the branch. Serves as the first line of defense in preventing fraud and mitigating risk. Demonstrates passion for delighting customers by living the Customer Covenant every day. On average, spends approximately 60% of time performing Teller functions and 40% of time performing Relationship Banker functions.
Job Duties and Responsibilities
Proactively and pleasantly greets customers to establish a connection and develop rapport, providing outstanding, personalized customer service.
Assesses customer needs, shares and educates the digital strategy and directs them to the appropriate service areas or banking representatives.
Executes a variety of customer transactions in accordance with applicable policies and procedures, maximizing the sales potential of every interaction.
Assists customers with routine inquiries regarding account balances and information; cashes checks and processes withdrawals, pays out money after verification of signatures and balances, prepares official checks and money orders, and refers customers to an officer for authorization to cash check when needed.
Counts, checks and packages coins and currency; balances cash drawer at the end of the day and reports any discrepancies; checks the night depository bags and records information; accepts retail and commercial deposits, verifies cash and endorsements and provides customers with a receipt; accepts savings deposits and withdrawals, verifies signatures.
Listens carefully to customers to understand their financial priorities and promotes bank products, digital options and services accordingly.
Opens and services accounts; interviews consumer and small business loan applicants to identify loan opportunities and may process and close loans.
Optimizes the customer relationship referring customers to branch team members and/or Synovus partners for cross‑selling opportunities; promotes Synovus products such as consumer deposits, loans, IRAs, certificates of deposit, travelers checks and credit cards.
Performs outreach to customers and prospects during sales campaigns and promotions; utilizes the Sales Management system to capture and track referrals.
Assists as backup to the Branch Service Supervisor or Relationship Banker, providing coaching and guidance to junior tellers and performing administrative tasks.
Participates in daily kick‑off and huddle activities, weekly sales meetings, and sales and training activities; supports bank initiatives and products; champions the digital strategy and engages customers with in‑branch digital tools.
Adheres to Branch Operations Standards, policies, procedures and regulatory guidelines to protect against risk; maintains awareness to recognize and report suspected fraud; follows the business code of conduct.
Demonstrates professionalism in appearance, punctuality and behavior; maintains a clean, organized work area.
Raises and reports known or suspected violations to the appropriate company authority in a timely fashion.
Performs other related duties as required.
Minimum Education
High school diploma or equivalent
Minimum Experience
1+ years of experience in the banking industry including cash handling, sales and customer service; or 6 months of successful sales experience where defined goals and accountabilities were routinely met. Relevant college‑related programs may be considered.
Certifications or Licenses
Successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide fingerprint check.
Required Knowledge, Skills, & Abilities
Knowledge of bank operations, policies and procedures and federal bank regulations
Knowledge of bank products and services
Strong customer service skills
Aptitude for consultative selling
Strong listening and comprehension skills to identify customer financial needs, goals and objectives
Strong interpersonal skills to establish rapport with customers
Attention to detail with ability to manage time and multi‑task
Mathematical skills
Proficiency in using Microsoft Office software products
Preferred Knowledge, Skills, & Abilities
Experience with cash handling
Knowledge of bank operations, policies and procedures and federal bank regulations
Knowledge of bank products, services, policies and procedures
Synovus is an equal opportunity employer committed to fostering an inclusive work environment.
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