Client-Focused Financial Specialist

synovuscareers; Sarasota (FL); On-site; USD 65,000 - 85,000; Full time

Job summary

Pinnacle is seeking a Financial Specialist to deliver distinctive service to clients at the office and over the phone, minimizing hand-offs and promoting the Pinnacle Way. You will engage clients in conversations about products and solutions, open new accounts, and support ongoing client needs.

Ideal candidates have extensive banking experience, strong communication skills, and a solid understanding of relevant regulations.

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint) and related software.
• Knowledge of federal banking regulations and compliance.
• Broad knowledge of bank products and services.
• Excellent interpersonal, verbal and written communication skills.

Responsibilities

• Provide distinctive service to clients and prospects in person and by phone.
• Assist clients with banking transactions and new account openings.
• Ensure compliance with banking policies, Reg CC and applicable regulations.
• Support cross-sell opportunities and refer clients to Trust, Investments, Insurance, and Treasury Management as appropriate.

Skills

Microsoft Office

Interpersonal skills

Analytical skills

Time management

Communication skills

Attention to detail

Banking regulations

Education

High School Diploma or Equivalent

College degree preferred

Tools

NMLS registration

Job description

Pinnacle is seeking a Financial Specialist to deliver distinctive service to clients at the office and over the phone, minimizing hand-offs and promoting the Pinnacle Way. You will engage clients in conversations about products and solutions, open new accounts, and support ongoing client needs.

Ideal candidates have extensive banking experience, strong communication skills, and a solid understanding of relevant regulations.