Client-Focused Financial Solutions Advisor

Synovus; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

Pinnacle is seeking a Financial Specialist who delivers distinctive service and serves as a single touch point for clients, guiding conversations about products and solutions while expanding relationships and embodying the Pinnacle Way.

The role requires handling deposits, withdrawals, payments, and account openings, ensuring compliance with regulators, and supporting daily operations. Five years' financial service experience is preferred; MS Office skills are essential.

Qualifications

• High school diploma or equivalent; college degree preferred.
• Minimum five years in financial services; ten years preferred.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint).
• Strong knowledge of federal banking regulations and bank products.

Responsibilities

• Provide distinctive service to clients and prospects, in person and by phone; resolve inquiries and issues.
• Greet and acknowledge each client as they enter the office.
• Assist with deposits, withdrawals, payments, and balance inquiries; handle office capture tasks.
• Open new accounts and process related paperwork with proper verification.
• Ensure compliance with bank policies and applicable regulations.
• Support office operations and assist team members as needed.
• Refer clients to other specialties to meet their financial needs.

Skills

Interpersonal skills

Organizational skills

Analytical thinking

Time management

Client service

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Job description

Pinnacle is seeking a Financial Specialist who delivers distinctive service and serves as a single touch point for clients, guiding conversations about products and solutions while expanding relationships and embodying the Pinnacle Way.

The role requires handling deposits, withdrawals, payments, and account openings, ensuring compliance with regulators, and supporting daily operations. Five years' financial service experience is preferred; MS Office skills are essential.