Client-First Financial Specialist

synovuscareers; McDonough (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

Pinnacle seeks a Financial Specialist in McDonough, GA to deliver distinctive service to clients, engage in conversations about products, and provide tailored financial solutions. The role emphasizes minimizing hand-offs, expanding client relationships, and upholding the Pinnacle Way in daily client interactions.

The position requires handling deposits, withdrawals, payments, account openings, and a range of servicing tasks with accuracy and professionalism in a fast-paced environment.

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Knowledge of banking policies, regulations and customer service standards.
• Strong interpersonal and communication skills.

Responsibilities

• Provide distinctive service to clients in person and by phone, resolving inquiries and issues.
• Assist with banking transactions (deposits, withdrawals, payments, balance).
• Open new accounts and process related paperwork in compliance with regulations.
• Offer support for account maintenance, debit cards, wires, currency, and other services.
• Prioritize requests and support Office Leader with daily operations.

Skills

Microsoft Office

Education

High School Diploma or Equivalent

College degree preferred

Job description

Pinnacle seeks a Financial Specialist in McDonough, GA to deliver distinctive service to clients, engage in conversations about products, and provide tailored financial solutions. The role emphasizes minimizing hand-offs, expanding client relationships, and upholding the Pinnacle Way in daily client interactions.

The position requires handling deposits, withdrawals, payments, account openings, and a range of servicing tasks with accuracy and professionalism in a fast-paced environment.