Specialist, Consumer Banking

Saved job description

Role Summary/Purpose:

The IRA Specialist role will focus on efficiently offering IRA deposit accounts and providing a high level of customer service for IRA products. The specialist will serve as the single point of contact for our IRA customers, including but not limited to; “Guiding” customer through account opening & funding process, performing outbound calls, and resolving account issues.

Our Way of Working

We’re proud to offer you 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 will be required to commute or travel for in person engagement activities such as business or team meetings, training and culture events. 

Essential Responsibilities:

Answer inbound calls from customers regarding their IRA accounts

Answer inbound calls from customers regarding core & OTP processes

Able to access multiple computer systems simultaneously while on the phone with customers

Provide follow-up to customers regarding complex account issues

Input & track workflows to ensure proper resolution for customer requests

Work at all times to effectively & efficiently enhance and strengthen our relationship with Consumer Bank customers

Perform other duties or special projects as assigned

Qualifications/Requirements:

Minimum 6 months of Consumer Bank experience

Ability to work a set schedule per business needs. (The IRA Dep't is not open on Sat or Sun - all shifts are M-F only.)

Desired Characteristics:

A focus on efficient customer service

Excellent time management skills

Strong influencing, negotiation & analytical skills

Ability to manage, handle, and resolve escalated customer issues

Demonstrate ability to solve problems with a high degree of difficulty

Ability to take ownership and see an issue through to resolution.

Ability to learn the IRA process and adapt in a fast-paced environment

Demonstrated self-starter as well as a team player

Grade/Level: 06

The hourly rate range for this position is $24.50 - $32.50/hr USD Annual and is eligible for an annual bonus based on individual and company performance.

Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.

Our Way of Working :

We’re proud to offer you 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. You will be required to commute to your nearest Hub (either virtual or physical) for in-person engagement activities such as regular business or team meetings, training and culture events. 

*Field Sales and some Commercial team roles may have varied location requirements based upon partner obligations or preferences.

Eligibility Requirements:

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, sex, sexual orientation, gender identity, national origin, disability, or veteran status. 

Our Commitment:

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 our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.

This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We’re proud to have an award-winning culture for all. 

Reasonable Accommodation Notice:

Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at 1-866-301-5627.   Representatives are available from 8am – 5pm Monday to Friday, Central Standard Time

Job Family Group:

Customer Service Operations