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Company

SynovusSee more

addressAddressWellington, FL
type Form of workFull-Time
CategoryRetail

Job description

Job Description

What You'll Be Doing:

As a travel universal banker, you'll serve as the first line of contact and consumer and small business lending subject-matter-expert while delivering industry leading customer service to clients. Operating as a multi-functional team member, responsibilities may range from processing transactions to consulting customers in an advisory manner, maximizing the sales potential of every interaction. Your cross-training skills allow you to perform various types of banking requests while simultaneously strengthening relationships to uncover further needs. Travel bankers are granted the opportunity to become acclimated with different branches as they provide support to different locations when there is a need. In the role, your position will include an array of duties such as:

  • Proactively and pleasantly greets customers to establish a connection and develop rapport, providing outstanding, personalized customer service. Executes 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.
  • Assists customers with inquiries and provides issue resolution in a professional and composed manner. Thanks each customer for their business and treats every individual as a valued Synovus customer.
  • Assists customers with routine inquires regarding account balances and account information. Cashes checks and processes withdrawals, pays out money after verification of signatures and balances. Prepares official checks and money orders. Refers customer 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 customer with a receipt. Accepts savings deposits and withdrawals, verifies signatures.
  • Listens carefully to customers to understand their financial priorities employing 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. 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.
  • Opens and services accounts. Interviews consumer and small business loan applicants to identify loan opportunities and may process and close loans. Follows established policies and procedures with minimal exceptions. Ensures all operational tasks are completed and all exceptions are cleared in a timely manner.
  • Optimizes the customer relationship referring customer to Synovus partners for cross selling opportunities. Promotes and explains Synovus products such as consumer and mortgage loans, IRAs, certificate of deposits, travelers checks and credit cards. Performs proactive outreach to customers and prospects during sales campaigns and promotions. Utilizes the Sales Management system to capture and track referrals.
  • Participates in daily kick-off and huddle activities, weekly sales meetings, and sales and training activities. Supports sales campaigns and bank initiatives. Champions products as assigned and shares specific product information and sales tips.
  • Understands the bank's security policies and procedures. Assists with branch open and close procedures. Maintains codes, alarm functions, cameras, cash controls and other open and close related activities.
  • Reports malfunctions of teller terminal and other equipment used at the teller station. Ensures that the teller stations are properly stocked with forms and other supplies.
  • Reads, comprehends and complies with all communications and directives in a timely manner. Follows ethical practices in all activities related to the branch including operations, customer treatment and sales activities. Effectively communicates with leadership and coworkers to promote a positive and collaborative team environment.
  • Adheres to Branch Operations Standards, policies and procedures and regulatory guidelines to protect against risk. Maintains a high level of awareness to recognize and report suspected fraud. Follows the business code of conduct including reporting known or suspected violations to the appropriate Company authority in a timely fashion. Completes compliance and other assigned training on time.
  • Demonstrates professionalism in appearance, punctuality, and behavior. Maintains a clean, organized work area.
  • 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.


Throughout the day, you'll follow Synovus' customer service standards to build rapport and develop high touch service as you get to know your customers. It is our mission to serve as we cultivate relationships and make them feel at home. After all, we're not just any bank. We are the bank of here.

"There's a great work life balance and the benefits are good. The schedule is flexible and allows for you to take care of life outside of work. Management is experienced and knowledgeable. Help is available when needed..."
--Current Team Member

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 the workplace.

Minimum Requirements

Skills/Experience You'll Need:

  • 1 - 3 years of experience in the banking industry including cash handling, sales and customer serviceOR6 months successful sales experience where defined goals and accountabilities were routinely met.
  • May consider relevant college related programs in lieu of job experience.
  • Ability to stand on feet for a long period of time and lift heavy objects up to 10 lbs in weight.
  • Knowledge of bank operations, policies and procedures and federal bank regulations.
  • High School Diploma or equivalent.


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.

Additional Information

What you'll love about us:

  • Participate in our initiative to give back. Here Matters allows us to contribute to important causes in the community.
  • Part time employees receive benefits. If you work more than 20 hours a week, we've got you covered, whether that be PTO or medical, dental, and vision benefit coverage.
  • Future parents are provided security. We cover up to 100 percent for the first 6 weeks of maternal/paternal leave to eligible mothers and fathers.
  • Planning a future with Synovus. Investing in yourself is a priority. We offer wealth building plans such as 401k(up to 5% company match) and employee stock purchasing plans(15% company match).
  • We'll help with education. Synovus offers tuition reimbursement options after one year of employment.
  • Join one of our Employee Resource Groups. These workplace and diversity programs are a means of support to connect with other team members.


"The company cares about employees. They constantly have contests to give away gifts and they delight in acknowledging employees for a job well done. They LOVE to give back to their community through volunteer work..."
--Current Team Member

Why Synovus

We are committed to creating an environment of connection and unity while serving others. At Synovus, genuineness and grace are the building blocks to shaping long lasting relationships and we seek to discover like-minded people that uphold these same values. Our company has been recognized as one of 2020's America's Best Banks by Forbes which is a reflection of our team's mutual desire to deliver excellent customer service by creating an enhanced, high-touch experience every time they step into the branch.

#LI-MD1
Refer code: 3476736. Synovus - The previous day - 2023-03-28 13:12

Synovus

Wellington, FL
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