Financial Specialist​/Branch Service Supervisor or Sr – Hamilton Mill, Dacula – Banking experien

Job Summary

Supervises and coordinates the day-to-day activities of the Personal Banker line for one or more bank branches. Manages Personal Banker schedules and branch schedules ensuring continuous coverage of PB functions established schedules for their direct reports. Ensures Personal Banker compliance with bank policies, procedures, regulations and operational guidelines. Works closely with branch management to communicate key information to the branch team regarding changes to bank policies, procedures, products and services.

Leads the Personal Banker line in cross-selling, referrals and new business efforts in support of branch referral goals. Has a dotted-line reporting relationship to the Regional Operations Manager and accountable for proper compliance with branch operations. May serve as a mentor to less experienced Branch Operations Supervisors, supervise float team members, or manage special projects as requested. Serves as back-up to Relationship Banker as needed.

Note:

In Nexus/Novus branches, this position does not directly supervise Personal Bankers but will provide operational oversight to team members and work closely with the Retail Market Manager on leadership of the team.

• Supervises and organisies daily operations of the Transaction line, manages zone scheduling, and oversees staffing to maintain adequate coverage for Personal Bankers and branch activities. Additionally, the position entails serving as a resource for Personal Bankers, offering guidance on intricate transactions, and reviewing/approving overrides when necessary.
• Supports Personal Bankers in creating positive customer interactions through proactive greetings and outstanding personalized service, while ensuring accurate and efficient execution of customer transactions.
• Responsible for lobby leadership by offering essential coaching, and facilitating seamless customer transfers are key components that embody, uphold, and take ownership of the Branch Transformation expectations. These actions ensure optimal service delivery and create a warm and welcoming environment for our customers.
• Oversees team member coaching, development, and performance while effectively communicating updates on bank policies, procedures, and products. Ensures Personal Bankers receive proper training, adhere to compliance standards, and possess a thorough understanding of bank regulations, policies, products and services.
• 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.
• Remains up-to-date, and ensures Personal Bankers remain up-to-date, regarding branch security policies and procedures. Assists with branch open and close procedures. Maintains alarm codes, alarm function, cameras, cash controls and other open and close activities.
• Supervises and educates team members on conducting the quarterly Branch Management Operations checklist, ensuring thorough discussion, review, and completion in alignment with policies, procedures, and standards. Addresses areas that need improvement with individual or through a branch action plan. Works closely with branch and operations management to ensure the branch operational integrity. Ensures ethical practices are followed in all activities related to the branch including operations, customer treatment and referral activities.
• Assists customers with inquiries and provides issue resolution in a professional and composed manner. Escalates issues to branch management as required. Ensures each customer is thanked for their business and is treated as a valued Synovus customer.
• Listens carefully to customers to understand their financial priorities, promoting the bank’s products and services and referring customers to bank partners in support of individual and branch referral goals. Serves as Relationship Banker as needed.
• Drives referral…