Financial Specialist/Personal Banker II or Sr - Birmingham - Banking experience required
Birmingham, England, United Kingdom · On-site
Entry level$1.5B raised
Job Summary 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…
Description About the Opportunity Fenner Melstrom and Dooling, PLC (FMD) is seeking a highly technical Senior Tax Manager who is ready to step into a leadership role with an opportunity to advance to partnership. This is…
Pensions Officer – Birmingham Overview We’re excited to be growing our Pensions team and are looking for someone who genuinely enjoys supporting people, staying organised, and being part of a team that works closely toge…
Skills: Client Relationship Management, Document Organization, Professional Correspondence, Project Planning, Billing Support
Company Description Shawbrook provides finance to a wide range of customer segments that value the premium experience, flexibility and certainly we deliver. We are a purpose-led organisation, with a focus on delivering l…
Ebury helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can …
Ebury helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can …
Senior Sales Executive - Escrow Real Estate and M&A
Birmingham, England, United Kingdom · On-site
Senior$871M raised
Ebury helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can …
In Internal Audit, we ensure that Goldman Sachs maintains effective controls by assessing the reliability of financial reports, monitoring the firm’s compliance with laws and regulations, and advising management on devel…
Skills: Technology Audit, Risk Management, Internal Controls, Data Analysis, SQL
Line of Service Tax Industry/Sector Not Applicable Specialism Pensions Management Level Manager Job Description & Summary About this role PwC’s Data, Benefits and Operations team helps trustee and corporate pension clien…
Work Schedule Standard Office Hours (40/wk) Environmental Conditions Office Job Description As part of the Thermo Fisher Scientific team, you’ll discover meaningful work that makes a positive impact on a global scale. Jo…
Skills: Standard Costing, Variance Analysis, Inventory Management, SAP, Financial Reporting
Overview If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finan…
Overview If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finan…
Job Title Assistant Surveyor Job Description Summary Cushman & Wakefield is a global leader in commercial real estate services, helping clients transform the way people work, shop, and live. The firm’s 53,000 employees i…
Skills: Property Management, Lease Terms Knowledge, Client Facing Skills, Microsoft Word, Microsoft PowerPoint
Your mission: Processing invoices and posting onto sales ledger Processing payments, bills, posting onto purchase ledger Posting payments to cashbook Bank reconciliations Documentation and filing of records Communication…
Ready to take your career global? Make your mark at one of the biggest names in payments. We’re looking for Senior Web Developer to join our ever-evolving TRANSAXpay Payments team and help shape the future of global comm…
About this role PwC’s Data, Benefits and Operations team helps trustee and corporate pension clients improve member outcomes through outsourced data and benefit support. Working within the wider pensions network, the tea…
Job Description: Job Title ServiceNow Platform Administrator Location Birmingham Corporate Title Associate You will join Deutsche Bank as a ServiceNow Platform Administrator, working with a collaborative and global Platf…
By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experi…
Skills: Claims Management, Communication Skills, Negotiation, Agricultural Insurance, Livestock Claims
Company Description Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while imp…
Skills: Data Analysis, Microsoft Excel, Reporting, Product Management, Stakeholder Management
Role Description You will lead underwriting delivery within your business area, driving strong portfolio performance, technical excellence and profitable growth. This is a key leadership role where you will develop under…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
high school
Posted 13h ago
~40 hrs/week
Responsibilities
Acts as the primary point of contact for retail customers, balancing teller transactions with relationship banking and advisory services. Focuses on expanding customer relationships through the promotion of bank products and the mitigation of operational risk.
Requirements
Requires a high school diploma and at least one year of banking experience or six months of successful sales experience. Must be able to obtain NMLS registration and possess strong interpersonal and mathematical skills.
Full job description
Job Summary
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 with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction. Processes transactions accurately and efficiently while simultaneously 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.
Job Duties and Responsibilities
Proactively and pleasantly greets customers to establish a connection and develop rapport, providing outstanding, personalized customer service. Lobby Leadership, welcoming and greeting customers as they enter the branch, providing a warm and friendly atmosphere.
Assesses customer needs, shares and educates the digital strategy and directs them to the appropriate service areas or banking representatives.
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 and promotes bank products, digital options and services accordingly. Promotes and explains Synovus products such as consumer and mortgage loans, IRAs, certificate of deposits, travelers checks and credit cards.
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 branch team members and/or Synovus partners for cross selling opportunities. Promotes Synovus products such as consumer deposits, 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.
May serve as back-up to the Branch Service Supervisor or Relationship Banker, providing coaching and guidance to junior tellers. Serves as the IBS Teller Insight Branch Administrator as needed, including updating profiles for users, assigning authority, and other IBS Teller Insight Administration tasks. Performs vault teller responsibilities as needed.
Participates in daily kick-off and huddle activities, weekly sales meetings, and sales and training activities. Supports sales campaigns and bank initiatives and products as assigned and shares specific product information and sales tips. Champions the digital strategy and utilizes, shows and engages customers with the in-branch digital tools.
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.
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 committed to fostering an inclusive work environment.
Qualifications
Minimum Education:
High school diploma or equivalent
Minimum experience:
1+ years of experience in the banking industry including cash handling, sales and customer service; OR 6 months successful sales experience where defined goals and accountabilities were routinely met. May consider relevant college-related programs in lieu of some, not all job experience.
Certifications or Licenses:
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:
Knowledge of bank operations, policies and procedures and federal bank regulations
Knowledge of bank products and services
Strong customer service skills
Aptitude for consultative selling
Strong listening and comprehension skills to be able to identify customer financial needs, goals and objectives
Strong interpersonal skills to establish rapport with customers
Careful attention to detail with ability to manage time and multi-task
Mathematical skills
Proficiency using Microsoft Office software products
Synovus joined forces with Pinnacle Financial Partners to become one of the nation’s leading banks, with approximately $116 billion in assets and a broader presence across the Southeast.
Our purpose remains unchanged: to enable people to reach their full potential. You can expect the same distinctive service and effective advice, now backed by greater resources.
Pinnacle Bank (TN) dba Synovus Bank. Member FDIC.
Offices: 1111 Bay Ave, Columbus, Georgia 31901, US · 3400 Overton Park Dr, Atlanta, Georgia 30339, US
Personal BankingMortgagesCorporate BankingCredit CardsCommercial BankingInvestingand LendingFinanceBankingPersonal Finance
How many Finance & Accounting jobs are open in Birmingham, United Kingdom right now?
There are currently 192 open finance & accounting positions in Birmingham, United Kingdom listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Birmingham, United Kingdom?
Companies currently hiring include HSBC, Birmingham City Council, PwC UK, Goldman Sachs, MDD Forensic Accountants, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Birmingham, United Kingdom?
Yes — 112 of the 192 open finance & accounting positions offer remote or hybrid work (10 remote, 102 hybrid).
How do I apply for Finance & Accounting jobs in Birmingham, United Kingdom?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.