# Financial Specailist Remote from[USA](https://jobicy.com/job-region/usa.md)Annual salary Undisclosed Salary information is not provided for this position. Check our [Salary Directory](https://jobicy.com/salaries.md) to estimate the average compensation for similar roles.Department [Finance & Accounting](https://jobicy.com/categories/accounting-finance.md) Employment type Full Time, Job posted13 Jun 2026Apply before13 Jul 2026Views / Applies 1122 / 50 [About company](https://jobicy.com/company/synovus.md) [Share](#share) About [Synovus](https://jobicy.com/company/synovus.md) Synovus is a financial services company committed to the growth and success of our clients, colleagues, and communities. * [Banking](https://jobicy.com/company-category/banking.md) * 1888 Actively Hiring Verified job posting This job post has been [manually reviewed](https://jobicy.com/tools/help-center/employee/how-does-jobicy-verify-the-legitimacy-of-remote-job-listings.md) for authenticity and compliance. Tailor Resume Check Job Fit Cover Letter ### Tailor my resume to this job Discover how to best rewrite and optimize your resume for this specific job. You'll receive personalized suggestions and detailed guidance to highlight your key strengths, effectively address the job requirements, and make your application more compelling to recruiters and hiring managers. After analyzing your resume, I can provide several recommendations to better position yourself for this role. Your background in software development shows strong technical skills, particularly in Java and Python development. However, for this Senior Backend Developer position, I notice there could be more emphasis on your experience with microservices architecture and cloud technologies, which are key requirements for this role. I recommend highlighting specific projects where you utilized these technologies and quantifying your achievements to demonstrate impact... Upgrade to Plus ### Am I a good fit for this job? Understand your compatibility with this specific job opportunity. Our detailed analysis will assess your resume against the role's requirements, providing insights into your potential fit, key skill alignments, and areas you might need to develop to be a strong candidate. After assessing your resume against the job requirements, here's a summary of your fit: 1. Overall Match: Moderate Fit (Approx. 65-70%). Your resume shows good alignment with several core responsibilities for the Project Manager role, especially your experience in agile methodologies and stakeholder communication. 2. Key Strengths: Your PMP certification and proven track record in delivering projects on time are strong assets for this position. 3. Potential Gap: The role specifies experience with 'XYZ specific software', which is not explicitly mentioned in your resume. If you have this experience, ensure it's highlighted. 4. Recommendation: Consider adding a quantifiable achievement related to budget management, as this is often a key metric for PM roles... Upgrade to Plus ### Cover Letter Assistant Need help writing a compelling cover letter? Our system can analyze this job and your resume to help you draft personalized paragraphs that highlight your strengths and impress hiring managers. Let me help you draft a strong opening... Dear Hiring Manager, I am writing to express my keen interest in the Senior Marketing Manager position. My background in developing data-driven marketing strategies and leading successful product launches, as detailed in my resume, directly aligns with your need for a candidate capable of enhancing brand visibility and driving market share growth. I am confident I can make a significant contribution to your team... Upgrade to Plus ### AI Summary This role is a retail branch financial specialist focused on consumer and small business lending. The position involves consulting with customers to identify financial needs, selling products, and managing a loan portfolio. Key responsibilities include coaching branch team members, pursuing new business through sales calls and community outreach, and ensuring compliance with bank policies. The role requires strong sales skills, lending expertise, and the ability to collaborate with internal partners. It combines customer service, sales, and operational duties in a fast-paced branch environment. ### Role DNA Job Complexity Easy Hard Pace & Pressure Relaxed Fast-paced Autonomy Level Guided Full Ownership Communication Load Independent Highly Collaborative AI Insight The role requires a blend of sales, lending knowledge, and coaching abilities, but it is well-supported by established processes and a branch manager, making it moderately challenging. ### Salary Analysis Median Market Rate $50,000US Market $35k – 75k 0 $83k AI Insight No salary was provided in the listing. Based on market data for similar financial specialist roles in banking, the estimated median salary is $50,000, which is competitive for the responsibilities described, though actual offers may vary by location and experience. ### Core Skills Required [Financial Services](https://jobicy.com/jobs?search_keywords=Financial+Services.md) [Banking](https://jobicy.com/jobs?search_keywords=Banking.md) [Customer Service](https://jobicy.com/jobs?search_keywords=Customer+Service.md) [Sales](https://jobicy.com/jobs?search_keywords=Sales.md) [Lending](https://jobicy.com/jobs?search_keywords=Lending.md) [Small Business](https://jobicy.com/jobs?search_keywords=Small+Business.md) [Coaching](https://jobicy.com/jobs?search_keywords=Coaching.md) [Compliance](https://jobicy.com/jobs?search_keywords=Compliance.md) [Risk Management](https://jobicy.com/jobs?search_keywords=Risk+Management.md) [Portfolio Management](https://jobicy.com/jobs?search_keywords=Portfolio+Management.md) ### Cover Letter Sample Dear Hiring Manager, I am writing to express my interest in the Financial Specialist position. With a strong background in consumer and small business lending, I have successfully helped clients achieve their financial goals while driving branch sales and profitability. I am experienced in coaching team members and collaborating with internal partners to deliver comprehensive banking solutions. In my previous role, I consistently exceeded sales targets and maintained a high-quality loan portfolio. I enjoy building relationships through proactive outreach and community involvement, which aligns with your focus on customer engagement and local impact. I am confident that my skills in consultative selling, risk management, and team development make me a strong fit for this role. I look forward to the opportunity to contribute to your branch's success. Sincerely, Your Name Copy ### Sample Interview Questions How would you identify and prioritize a customer's financial needs?I would start by asking open-ended questions about their current financial situation, goals, and challenges. Using a Financial Needs Assessment, I would listen actively and categorize their needs into immediate (e.g., saving for a purchase) and long-term (e.g., retirement). Then I would prioritize based on urgency and impact, offering suitable products like loans or savings accounts and referring to specialists as needed.Describe a time you coached a team member to improve their sales performance.In my previous role, I worked with a new banker who was struggling with consultative selling. I observed their interactions and provided feedback on questioning techniques and product knowledge. We set weekly goals and role-played scenarios. Over three months, their sales increased by 30% and they became more confident in client meetings.How do you handle a situation where a customer is not eligible for a loan?I would explain the reasons clearly and empathetically, focusing on the specific factors like credit score or debt-to-income ratio. Then I would discuss alternative solutions, such as a secured loan or credit-building products, and offer to review their situation again in the future. I also provide educational resources to help them improve their financial standing.How would you generate new business in the local community?I would leverage my existing network and attend local business events to connect with small business owners. I also partner with community organizations for workshops on financial literacy. Additionally, I use data from our CRM to identify prospects and schedule outbound calls or visits, tailoring solutions to their needs.What steps do you take to ensure compliance with banking regulations?I stay updated on regulatory changes through training and internal communications. During transactions, I verify customer identification and documentation, and I follow established procedures for reporting suspicious activity. I also conduct regular self-audits of my work and encourage team members to ask questions when unsure. Job Summary Serves as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch model. Consults with consumer and small business customers to identify, understand, and prioritize financial needs and to deepen relationships. Refers customers to internal and external partners for additional opportunities. Serves as the first line of defense in preventing fraud and mitigating risk. Leads by example and coaches bankers in sales activities and the consultative sales process including utilization of the Financial Needs Assessment. Works closely with and assists the branch Retail Market Manager (RMM) with managing branch functions and with ensuring overall branch success including branch profitability, sales, the customer experience, and team development. Provides ongoing coaching and development to team and is accountable for team success. Demonstrates passion for delighting customers by living the Customer Covenant every day. Job Duties and Responsibilities * Engages and consults with consumer and small business customers to identify, understand, and prioritize financial needs. Champions the customer’s financial success through positioning product solutions and engaging appropriate partners. * Assists the branch RMM with managing branch functions and with ensuring overall branch success including branch profitability, sales, and customer experience. Works closely with RMM to train, coach and develop branch team members in areas such as sales management, customer service, and compliance with company policies. * Assists the branch RMM with developing and maintaining a quality, diversified loan portfolio, including various types of loan programs such as consumer, small business and real estate. * 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. * Partners with branch RMM to prepare for sales calls to add value and strengthen personal relationships with customers. Conducts outside calling to small business owners. Collaborates with business partners such as private wealth, financial planning, commercial banking and other line-of-business segments to strategize and develop comprehensive banking relationships. * Works proactively and closely with bankers to maintain a consistent deposit and loan pipeline. Develops referral sources to generate business. Meets or exceeds individual performance sales, referral and activity goals while supporting the goals of the branch and company. Establishes and maintains relationships with community based organizations in support of bank goals and programs. * Participates in daily kick-off and huddle activities, weekly sales meetings, and sales and training activities. Champions products and shares specific product information and sales tips. Performs proactive outreach to customers and prospects during sales campaigns and promotions. Works closely with and assists the branch RMM with the coordination and communication of sales, marketing, and product initiatives within the branch. * 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. * Assists the branch RMM and Regional Operations Manager with ensuring operational integrity of the branch including monitoring team compliance with bank regulations, policies and procedures. Assists branch RMM with protecting the assets of the branch through management of credit quality and minimization of losses. * 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. * Models Synovus’ culture and values in everyday interactions with team members, customers and business partners. Promotes a positive work culture by supporting and increasing team member engagement. * Completes all assigned and recommended training for the RMM role to include leadership and coaching classes. Takes ownership of development plan and actively pursues opportunities to develop leadership skills. * Manages coaching, development and performance of team members. Communicates key information to team members regarding changes to bank policies, procedures, products and services. * Demonstrates professionalism in appearance, punctuality, and behavior. Maintains a clean, organized work area. * Manages the annual performance management and merit processes for direct and indirect reports. Coaches and develops team members and builds a work environment where team members are engaged and feel a positive sense of achievement about their role in the company. Works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resources related matters. * 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: Four years of successful sales or customer service experience where defined goals and accountabilities were routinely met or exceeded and experienced/proficient in consumer loan processing; or three years of job specific experience in a Relationship Banker role and experienced/proficient in consumer loan processing. Required Knowledge, Skills, & Abilities: * Extensive knowledge of bank services and products * Aptitude for consultative selling * Ability to establish, maintain and deepen customer relationships * Knowledge of state and federal banking compliance regulations * Strong interpersonal and communication skills * Strong customer service skills * Strong listening skills and a positive communicator * Proficiency using Microsoft Office software products Show more [Apply now >](https://jobicy.com/jobs/146384-financial-specailist.md) > Annual salary information is not provided for this position. Explore salary ranges for similar roles in our [Salary Directory ›](https://jobicy.com/salaries.md) * ![Upload CV](data:image/svg+xml;base64,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) ### Upload your resume now To unlock remote work opportunities and be discovered by global employers. 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