Client-Centric Financial Specialist

synovuscareers; Town of Florida (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

Pinnacle is seeking a Financial Specialist in the New York area to deliver distinctive service to clients, engaging them in conversations about products and solutions, and expanding client relationships with a highly engaged experience.

The role involves handling deposits, withdrawals, payments, and account openings, while ensuring compliance with applicable regulations and internal policies. Strong communication and attention to detail are essential in this fast-paced environment.

Qualifications

• High School Diploma or equivalent; college degree preferred.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Respond to client inquiries and satisfactorily resolve client issues; support three-ring standard.
• Assist clients with banking transactions (deposits, withdrawals, payments, balance) and office capture duties.
• Open new accounts, process new account paperwork, verify credentials, obtain supporting documents.
• Provide client support for general service (notary, wire transfers, debit card issues, etc.) and research requests.
• Refer clients to other areas (Trust, Investments, Insurance, Treasury Management) as appropriate.
• Maintain compliance with Firm policies, regulations, and SAFE Act requirements.

Skills

Microsoft Office

Verbal & written communication

Analytical thinking

Time management

Multi-tasking

Customer service

Education

High School Diploma or Equivalent

College degree preferred

Job description

Pinnacle is seeking a Financial Specialist in the New York area to deliver distinctive service to clients, engaging them in conversations about products and solutions, and expanding client relationships with a highly engaged experience.

The role involves handling deposits, withdrawals, payments, and account openings, while ensuring compliance with applicable regulations and internal policies. Strong communication and attention to detail are essential in this fast-paced environment.