Client-Focused Financial Specialist

synovuscareers; Tifton (GA); On-site; USD 42,000 - 62,000; Full time

Job summary

Pinnacle seeks a Financial Specialist to deliver distinctive client service as the primary contact at the office. You will engage clients in conversations about products and solutions, handle banking transactions, open new accounts, and support day-to-day operations with accuracy and professionalism.

Ideal candidates have a High School diploma or higher, at least five years in financial services, and proficiency with Microsoft Office; strong regulatory knowledge and interpersonal skills are

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Minimum 5 years of experience in financial services.
• Proficient with Microsoft Office.
• Knowledge of federal banking regulations.
• Knowledge of bank products and services.

Responsibilities

• Provide distinctive service to clients in person and by phone.
• Respond to inquiries and resolve issues.
• Open new accounts and process required paperwork.
• Assist clients with banking transactions and office duties.
• Ensure compliance with regulations and firm policies.
• Support Office Leader and promote a superior client experience.

Skills

Interpersonal skills

Time management

Organizational skills

Analytical thinking

Education

High School Diploma

College degree preferred

Tools

Microsoft Office

Job description

Pinnacle seeks a Financial Specialist to deliver distinctive client service as the primary contact at the office. You will engage clients in conversations about products and solutions, handle banking transactions, open new accounts, and support day-to-day operations with accuracy and professionalism.

Ideal candidates have a High School diploma or higher, at least five years in financial services, and proficiency with Microsoft Office; strong regulatory knowledge and interpersonal skills are