Client-Driven Financial Specialist

Pinnacle Financial Partners, Inc.; Charleston (SC); On-site; USD 42,000 - 62,000; Full time

Job summary

Pinnacle Financial Partners in Charleston, SC is seeking a Financial Specialist to serve clients as a single touch point, handle banking tasks, and expand relationships while delivering a distinctive client experience.

The role emphasizes meeting client needs across accounts, supporting office operations, and ensuring compliance with banking regulations, with a strong focus on teamwork and accuracy.

Qualifications

• High School Diploma or Equivalent – College degree is preferred.
• Minimum of five (5) years’ experience in financial service or job-related experience, 10 years preferred.
• Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
• Knowledge of federal banking regulations and compliance.
• Broad knowledge of bank products and services.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Greet and acknowledge each client as they enter the office.
• Assist clients with banking transactions such as deposits, withdrawals, payments, and balance in addition to perform office capture duties.
• Adhere to Pinnacle guidelines for check cashing, Reg. CC and new account opening to reduce risk to the Firm.
• Ensure compliance with Firm policy and procedures and all applicable federal regulations and state laws.
• Open new accounts as needed. Process appropriate new account paperwork, verify client credentials, and obtain all supporting documentation.
• Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquiries, etc.
• Prioritize and make on-the-spot decisions regarding client requests while weighing client satisfaction issues with Firm exposure to loss or fraud.
• Monitor and manage all required reports to ensure operational excellence.
• Provide operational support to Office Leader.
• Meet all the client’s financial needs, both business and personal, and refer clients to other specialty areas as appropriate.
• Assist other team members as needed to ensure delivery of distinctive service.
• Perform other related duties and responsibilities as assigned.

Skills

Customer service

Interpersonal skills

Communication skills

Organizational skills

Time management

Analytical thinking

Problem solving

Multi-tasking

Financial services knowledge

Education

High School Diploma or Equivalent

College degree preferred

Tools

Microsoft Office

Job description

Pinnacle Financial Partners in Charleston, SC is seeking a Financial Specialist to serve clients as a single touch point, handle banking tasks, and expand relationships while delivering a distinctive client experience.

The role emphasizes meeting client needs across accounts, supporting office operations, and ensuring compliance with banking regulations, with a strong focus on teamwork and accuracy.