Client-Centered Financial Specialist

synovuscareers; Albany (GA); On-site; USD 52,000 - 76,000; Full time

Job summary

Pinnacle is seeking a Financial Specialist who delivers distinctive service to clients as a single touch point, handling in-branch and phone inquiries, and guiding conversations toward appropriate banking solutions. The role emphasizes rapid client response, account operations, and risk-aware service while expanding relationships.

Ideal candidates will have strong knowledge of banking products, outstanding communication skills, and the ability to multitask in a fast-paced environment.

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint)
• Knowledge of federal banking regulations and compliance
• Broad knowledge of bank products and services
• Excellent interpersonal, verbal and written communication skills
• Strong organizational skills and attention to detail
• Strong analytical and mathematical reasoning; problem solving ability
• Ability to multi-task and prioritize daily tasks under pressure
• Excellent client service and diplomacy with clients and team members
• Ability to stand/sit for prolonged periods and perform related physical activities

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Respond to client inquiries and resolve issues, aiming for first-contact resolution.
• Support the three-ring standard (phones answered live within three rings).
• Assist customers with deposits, withdrawals, payments and balance inquiries.
• Open new accounts and complete required paperwork following regulatory guidelines.
• Provide support for services like debit cards, wire transfers, foreign currency, and account maintenance.
• Refer clients to Trust, Investments, Insurance, Treasury Management as appropriate.
• Assist team members to ensure delivery of distinctive service.
• Maintain compliance with firm policies and federal/state regulations.

Skills

Microsoft Office

Regulatory knowledge

Banking products

Interpersonal skills

Organizational skills

Analytical skills

Time management

Customer service

Attention to detail

Multi-tasking

Education

High School diploma or equivalent

College degree (preferred)

Job description

Pinnacle is seeking a Financial Specialist who delivers distinctive service to clients as a single touch point, handling in-branch and phone inquiries, and guiding conversations toward appropriate banking solutions. The role emphasizes rapid client response, account operations, and risk-aware service while expanding relationships.

Ideal candidates will have strong knowledge of banking products, outstanding communication skills, and the ability to multitask in a fast-paced environment.