Client Relations Financial Specialist

synovuscareers; Thomasville (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Pinnacle in Georgia seeks a Financial Specialist to serve as a single touch point for clients, handling deposits, withdrawals, payments, and account maintenance while delivering distinctive service and engaging clients in conversations about products and solutions.

The role focuses on expanding relationships, ensuring compliance with banking regulations, and supporting office operations with a high emphasis on accuracy, speed, and client satisfaction in a fast-paced environment.

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software.
• Knowledge of federal banking regulations and compliance.
• Broad knowledge of bank products and services.
• Excellent interpersonal skills, including verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Effective analytical and mathematical reasoning skills with problem-solving ability.
• Ability to multi-task and prioritize daily tasks, with effective time-management skills.
• Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
• Excellent client service skills.
• Tact and diplomacy in dealing with both clients and team members.
• NMLS registration may be required under SAFE Act.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Respond to client inquiries and satisfactorily resolve client issues.
• Support three-ring standard: all phones answered by a live person within three rings.
• Greet and acknowledge each client entering the office.
• Assist clients with banking transactions and account maintenance.
• Open new accounts and process related paperwork.
• Provide client support for general service including debit cards, wire transfers, and other banking services.
• Ensure compliance with firm policies and federal/state regulations.
• Refer clients to Trust, Investments, Insurance, Treasury Management as appropriate.

Skills

Client service

Verbal communication

Written communication

Interpersonal skills

Organizational skills

Attention to detail

Analytical thinking

Time management

Multi-tasking

Problem solving

Diplomacy

NMLS knowledge

Education

High School Diploma or Equivalent

College degree preferred

Tools

Microsoft Office

Job description

Pinnacle in Georgia seeks a Financial Specialist to serve as a single touch point for clients, handling deposits, withdrawals, payments, and account maintenance while delivering distinctive service and engaging clients in conversations about products and solutions.

The role focuses on expanding relationships, ensuring compliance with banking regulations, and supporting office operations with a high emphasis on accuracy, speed, and client satisfaction in a fast-paced environment.