Company: Synovus Financial Corp.
Posted on: May 17, 2019
This position serves as the subject matter expert in the area of
retail branch sales and services. Focus is on using a consultative
sales approach to proactively identify both consumer and small
business customer needs, and to build and deepen relationships by
finding customized solutions to meet those needs. Ensures customer
needs are met by referring to other line-of-business partners for
additional business growth opportunities. Demonstrates passion for
delighting the customer by living the Customer Covenant every day.
As the main point of contact to service customer transactions,
Travel Bankers are responsible for providing a positive experience
that leads to customer satisfaction and product referrals/sales.
Travel Bankers process transactions accurately and efficiently
while simultaneously introducing products and services that meet
the customers' needs and encouraging customers to expand their
relationships. The Travel Banker may also perform one or more of
the following additional responsibilities: Back-up Branch Service
Supervisor; Vault Teller; Back-up to Relationship Banker; Teller
Mentor. The Travel Banker will be required to travel to a
designated group of branches to work as staffing and scheduling
needs dictate. The Travel Banker is expected to be able to adapt to
different work environments as they may be utilized in a
Relationship Specialist role when working in Novus and Nexus branch
Job Duties and Responsibilities:
* Creates an industry leading customer service experience by
following the Synovus Customer Service Standards.
* Engages customers in needs assessment conversations that
transitions to a closing product solution sale. Actively pursues
customer and non-customer new business by making proactive phone
calls to customers/prospects.
* Creates an excellent customer experience by identifying
cross-selling opportunities and refers customers to appropriate
line-of-business partners to optimize their financial
* Proactively works with customers and prospects to maintain a
consistent deposit and loan pipeline. Develops referral sources to
generate business for the individual and the team.
* Is knowledgeable of bank products and services and is proficient
at opening and processing new demand and time deposit accounts
including passbook accounts, IRAs, certificates of deposit, and
money market accounts. Issues counter checks, performs changes of
address, redeems savings bonds, conducts money transfers, provides
access to safe deposit boxes, receives loan payments and sells/buys
foreign currency. Monitors account files and updates customers upon
maturity of fixed, time-based instruments. Follows established
policy and procedures ensuring accounts are opened accurately and
timely. Performs Teller credit and debit transactions as needed.
Follows established policy and procedures resulting in minimal cash
outages and cash item losses.
* Interviews consumer and small business loan applicants to
identify loan opportunities; partners with the Retail Market
Manager to process and close loans
* Participates in daily kick-offs/huddles and weekly sales
meetings. Champions products as assigned and shares specific
product information and sales tips. Achieves 100% usage of sales
management tracking system to enter sales, send referrals, track
referrals, and monitor activities and goals.
* Proactively greets customers at teller station or designated
greeter station to create a connection and develop rapport with
customers to provide outstanding, personalized service.
* Demonstrates high level of accuracy and efficiency when
conducting customer transactions and maintains accurate records of
all transactions. Executes various customer transactions, including
but not limited to: receiving and paying out cash or other
disbursements, cashing checks, accepting account deposits and
withdrawals, accepting loan and credit card payments, issuing money
orders and Connections cards.
* Assists customers with inquiries and/or problem resolution in a
professional and composed manner and escalates to manager as
* Knows and follows Branch Operations Standards. Follows business
code of conduct, compliance and regulatory guidelines and policies,
and PFP updates. Completes compliance and other assigned
technical/operations training on time. Completes all product and
sales, compliance and other assigned technical/operations training
* 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
* High school diploma or equivalent
* One (1) year job-related experience, preferably in a banking,
sales or customer service environment. May consider relevant
college related programs in lieu of job experience.
* This position requires 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 finger print check.
Required Knowledge, Skills, & Abilities:
* Aptitude for consultative selling; prior sales/customer service
* Strong interpersonal and communication skills; ability and desire
to establish rapport with customers.
* Working knowledge of computers
* Ability to adhere to company dress code
Keywords: Synovus Financial Corp., Charleston , Travel Banker, Other , Charleston, South Carolina
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