Client Experience Financial Specialist

Socket.dev; Raleigh (NC); On-site; USD 52,000 - 76,000; Full time

Job summary

Pinnacle is hiring a Financial Specialist to deliver distinctive client service and act as a single touch point for clients. You will engage clients in conversations about products and solutions, expand relationships, and promote a high-engagement client experience.

The role focuses on handling banking transactions, opening new accounts, resolving inquiries, and ensuring compliance with regulations while delivering a seamless client experience. Strong Microsoft Office skills are required.

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. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
• Greet and acknowledge each client as they enter the office.
• Assist clients with their 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 such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
• Assist other team members as needed to ensure delivery of distinctive service.
• Perform other related duties and responsibilities as assigned.

Skills

Interpersonal skills

Client service

Communication skills

Education

High School Diploma

College degree preferred

Tools

Microsoft Office

Job description

Pinnacle is hiring a Financial Specialist to deliver distinctive client service and act as a single touch point for clients. You will engage clients in conversations about products and solutions, expand relationships, and promote a high-engagement client experience.

The role focuses on handling banking transactions, opening new accounts, resolving inquiries, and ensuring compliance with regulations while delivering a seamless client experience. Strong Microsoft Office skills are required.