Specialist, Consumer Banking – Trust

Role Summary/Purpose

Job Description:
Role Summary/

Purpose:

The Trust & Business Specialist is responsible for providing high-quality service and support to our Trust, Business, and Core banking customers. In this role, you will serve as the main point of contact for customers, assisting with account opening, funding, and ongoing servicing. You’ll handle both inbound and outbound calls, ensuring accuracy, professionalism, and a positive customer experience.
Our Way of Working We’re proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home, near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events.

• Serve as the single point of contact for Trust, Business, and Core customer inquiries.
• Review, interpret, and validate account documentation for completeness and accuracy.
• Manage and process Trust and Business follow-up workflows within established timelines.
• Conduct outbound calls to customers regarding account setup, funding, or missing documentation.
• Research and resolve account issues using multiple electronic systems to ensure a complete and timely resolution.
• Build and maintain strong relationships with customers through clear communication and follow-up.
• Demonstrate ownership by following issues through to resolution.
• Support additional duties or special projects as assigned.

• Must meet 6 months’ time in position requirement, or 9 months if a new hire.
• At least a “Satisfactory” performance rating.
• Not currently on a formal or final corrective action.

• Consumer deposits experience.
• Synchrony Consumer Banking experience.
• Proven ability to manage multiple tasks and priorities in a fast-paced environment.
• Strong written and verbal communication skills.
• Excellent customer service and problem-solving skills.
• Attention to detail and accuracy when reviewing documentation.
• Ability to work independently while contributing to team goals.
• Commitment to delivering a consistent and professional customer experience.
• Strong performance in Quality, Call Control, Schedule Adherence, and First Call Resolution (FCR).
• Experience supporting Trust, Business, or specialized account types.
• Strong influencing, analytical, and interpersonal skills.
• Demonstrated ability to adapt quickly to change and new processes.
• Self-starter who takes initiative and ownership of their work.

You must be 18 years or older. You must have a high school diploma or equivalent. You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process. You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act. New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles.

Once this new hire time in position requirement is met, the associate will have a minimum 6 months’ time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months’ time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don’t meet the time in position or performance expectations).

Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, or veteran status.

When you join us, you’ll be part of an inclusive culture where your individual skills, experience, and voice are not only heard — but valued. Together, we’re building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in…