Client-Centric Financial Specialist

synovuscareers; Marietta (GA); On-site; USD 70,000 - 90,000; Full time

Job summary

Pinnacle in Marietta, GA is seeking a Financial Specialist to serve as a single touch point for clients, helping with deposits, withdrawals, and account services while introducing products and solutions.

Candidates should have at least 10 years in financial services, a high school diploma (college degree preferred), and strong MS Office skills with knowledge of banking regulations. This role emphasizes exceptional client service and risk-conscious operations.

Qualifications

• High School Diploma or equivalent (college degree preferred).
• Minimum of 10 years' experience in financial services.
• Proficient in Microsoft Office; knowledge of banking regulations and compliance.
• Strong interpersonal, verbal and written communication, and attention to detail.

Responsibilities

• Provide distinctive service to clients in person and by phone, handling inquiries and issues.
• Open new accounts and process related paperwork while ensuring compliance and security.
• Cross-sell firm products and coordinate with Trust, Investments, Insurance, and Treasury Management.
• Ensure a high level of client satisfaction and support office leadership.

Skills

Microsoft Office

Regulatory compliance

Client service

Communication skills

Attention to detail

Multi-tasking

Time management

Education

High School Diploma or equivalent

College degree preferred

Job description

Pinnacle in Marietta, GA is seeking a Financial Specialist to serve as a single touch point for clients, helping with deposits, withdrawals, and account services while introducing products and solutions.

Candidates should have at least 10 years in financial services, a high school diploma (college degree preferred), and strong MS Office skills with knowledge of banking regulations. This role emphasizes exceptional client service and risk-conscious operations.