Client-Focused Financial Specialist

synovuscareers; Fort Walton Beach (FL); On-site; USD 85,000 - 105,000; Full time

Job summary

Pinnacle Financial Specialist - Floating is responsible for delivering distinctive client service across Pinnacle offices in Florida. The role handles routine banking tasks, opens new accounts, and expands relationships by discussing products and solutions with clients.

With at least 10 years in financial services, the candidate will need strong regulatory knowledge, exceptional communication skills, and the ability to multi-task in a fast-paced environment while maintaining accuracy and

Qualifications

• Proficient in Microsoft Office and related software.
• Knowledge of federal banking regulations and compliance.
• Excellent interpersonal and written communication skills.

Responsibilities

• Provide distinctive service to clients in person and by phone.
• Open new accounts and process relevant paperwork.
• Assist with deposits, withdrawals, transfers, and account maintenance.
• Ensure compliance with banking regulations and Firm policies.
• Refer clients to Trust, Investments, Insurance, Treasury Management, etc.

Skills

Customer service

Microsoft Office

Regulatory compliance

Interpersonal skills

Attention to detail

Multi-tasking

Time management

Communication skills

Analytical thinking

Problem solving

Education

High School Diploma or Equivalent

College degree preferred

Job description

Pinnacle Financial Specialist - Floating is responsible for delivering distinctive client service across Pinnacle offices in Florida. The role handles routine banking tasks, opens new accounts, and expands relationships by discussing products and solutions with clients.

With at least 10 years in financial services, the candidate will need strong regulatory knowledge, exceptional communication skills, and the ability to multi-task in a fast-paced environment while maintaining accuracy and