Personal Banker II - Weston Commons

Personal Banker II – Weston Commons

Join to apply for the Personal Banker II – Weston Commons role at Synovus.

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, processing transactions, providing optimum service, and consulting in an advisory role to maximize the sales potential of every interaction. Processes transactions accurately and efficiently while 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.

• Proactively and pleasantly greet customers to establish a connection and develop rapport, providing outstanding, personalized customer service.
• Assess customer needs, share and educate the digital strategy, and direct them to the appropriate service areas or banking representatives.
• Execute 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.
• Assist customers with inquiries and provide issue resolution in a professional and composed manner. Thank each customer for their business and treat every individual as a valued Synovus customer.
• Process routine account balance inquiries, cash checks, prepare official checks and money orders, refer customers to officers for check authorization when needed, count, check and package coins and currency, balance cash drawer at day end and report discrepancies.
• Accept retail and commercial deposits, verify cash and endorsements, provide customers with a receipt, and accept savings deposits and withdrawals with signed verification.
• Listen carefully to customers to understand their financial priorities and promote bank products, digital options and services accordingly.
• Open and service accounts, interview consumer and small business loan applicants to identify loan opportunities, process and close loans, and ensure all operational tasks are completed and exceptions cleared in a timely manner.
• Optimize customer relationships by referring customers to branch team members and/or Synovus partners for cross‑selling opportunities and perform proactive outreach to customers and prospects during sales campaigns and promotions.
• Serve as back‑up to the Branch Service Supervisor or Relationship Banker, providing coaching and guidance to junior tellers and perform vault teller responsibilities as needed.
• Participate in daily kick‑off and huddle activities, weekly sales meetings, training activities, support sales campaigns, bank initiatives and products, and champion the digital strategy with in‑branch digital tools.
• Adhere to Branch Operations Standards, policies and procedures and regulatory guidelines to protect against risk, maintain awareness to recognize and report suspected fraud, follow the business code of conduct, and complete compliance and other assigned training on time.
• Demonstrate professionalism in appearance, punctuality, and behavior, and maintain a clean, organized work area.
• Be aware of risk within their functional area by observing all policies, procedures, laws, regulations and risk limits, and raising and reporting known or suspected violations to the appropriate Company authority in a timely fashion.
• Perform other related duties as required.

• High school diploma or equivalent

• 1+ years of experience in the banking industry including cash handling, sales and customer service; or 6 months successful sales experience…