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Bank Service Specialist - Legal - Flexible location in SE


  • Synovus
  • 01/09/20
  • Atlanta, GA
  • 30339
  • NA / Yearly
  • Full-Time
Job Summary:

Provides administrative and operational support to Bank team members regarding the processing of legal.... Reviews and interprets legal documents associated with power of attorney (POA), trusts, estates, guardianships and responds to questions from bank team members.
Job Duties and Responsibilities:

Reviews and interprets legal documents associated with power of attorney (POA), trusts, estates, guardianships and such to provide guidance to frontline team members. Escalates issues to General Counsel immediately to ensure timely resolution.
Identifies common themes and creates various training materials, including WebEx training, as needed to educate frontline team members on legal matters. Applies knowledge of legal concepts and processes to assist the frontline with basic questions.
Complies with relevant policies and procedures while responding to team member questions such as how to title accounts properly or generate appropriate documentation as required by Synovus. Communicates identified areas of concerns to management.
Reviews applicable policies and procedures used by Bank team members to implement customer requests. Identifies compliance, operational or legal concerns or gaps. Resolves issues or escalates to management for resolution as needed
Provides exceptional and timely customer service to internal customers at all levels.
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.

Minimum Education:

Associate's degree or an equivalent combination of education and experience.
Minimum Experience:

Three years of experience working in Trust and Estate Law without limitation to POA, Trusts and Estates.
Required Knowledge, Skills, & Abilities:

Skill collecting and arranging data in a logical and useful manner
Strong verbal and written communication skills
Organizational and analytical skills
Detail oriented
Ability to easily adapt to changing situations and environments
Problem solving skills and the ability to resolve minor issues or problems
Proficiency using Microsoft Office software products including Word, Excel and PowerPoint

Preferred Knowledge, Skills, & Abilities:

Experience working in a legal department or law office
Banking experience

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