Synovus Financial - Statesboro, GA
posted 16 days ago
About the position
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.
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.
- Educates the client on KYC Due Diligence, Beneficial Ownership Certification and other regulatory requirements while facilitating the receipt of paperwork.
- Utilizes reporting to maintain data integrity and ensures compliance with regulatory and company requirements are met.
- Maintains awareness of Bank products and recognizes opportunities for further discussions with clients.
- Acts as a liaison between the client and the Loan Administrator.
- Regularly communicates with Bankers and other product partners to keep the team aware of relationship activities.
- Adds value to the partnership through the utilization of Salesforce for accurate reporting of client contact information, calling, pipeline reporting and closed activity.
- Uses project management skills to successfully onboard new clients and partners with Treasury Implementation team to deliver a customer centric experience.
- Remains current regarding Treasury products.
- Reaches out to product partners when a product need has been identified.
- Engages Product Partners in the event of an elevated issue.
- Attends Treasury Management reviews and other calls as needed to enhance the relationship.
- 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.
- 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.
- Performs other related duties as required.
