Financial Specialist - Float - Midtown, Columbus - Banking experience required

Synovus; Columbus (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank, seeks a Financial Specialist - Floating for Columbus, GA. The role is full-time with a first shift, providing distinctive client service across multiple offices as needed. You will assist clients with transactions, open accounts, and support cross-service opportunities.

Ideal candidates have banking experience, strong communication, and the ability to manage tasks in a dynamic environment while maintaining accuracy and regulatory compliance.

Qualifications

• Minimum of 10 years' experience in financial services.
• Proficient in banking regulations and compliance.
• Strong interpersonal and written communication skills.
• Ability to multi-task in a fast-paced environment with accuracy.

Responsibilities

• Provide distinctive service to clients in person and by phone, resolve issues, and greet clients entering the office.
• Process deposits, withdrawals, payments, balance inquiries, and new account openings following policy.
• Support sales relationships and refer clients to Trust, Investments, Insurance, or Treasury when appropriate.
• Ensure compliance with federal/state regulations and Firm policies; monitor reports for operational excellence.

Skills

Microsoft Office

Banking regulations

Customer service

Communication

Time management

Education

High School Diploma or Equivalent

College degree preferred

Tools

Microsoft Office Suite

Word

Excel

PowerPoint

Job description

Financial Specialist - Float - Midtown, Columbus - Banking experience required

#26711

Columbus, Georgia, United States

Full-time/Part-time

Full-time

Shift

First

Location

Columbus , Georgia , United States

Job Description

Job Summary: A Financial Specialist - Floating should demonstrate commitment to delivering distinctive service. This position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. This position performs Financial Specialist duties in any Pinnacle office where needed for short term or long-term assignments.

Job Duties and Responsibilities:

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Greet and acknowledge each client as they enter the office. Assist clients with their banking transactions such as deposits, withdrawals, payments, and balance in addition to perform office capture duties. Adhere to Pinnacle guidelines for check cashing, Reg. CC and new account opening to reduce risk to the Firm. Ensure compliance with Firm policy and procedures and all applicable federal regulations and state laws. Open new accounts as needed. Process appropriate new account paperwork, verify client credentials, and obtain all supporting documentation. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc. Prioritize and make on-the-spot decisions regarding client requests while weighing client satisfaction issues with Firm exposure to loss or fraud. Monitor and manage all required reports to ensure operational excellence. Provide operational support to Office Leader. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Minimum Education: High School Diploma or Equivalent -- College degree is preferred.

Minimum Experience: Minimum of 10 years' experience in financial services.

Required Knowledge, Skills & Abilities: Proficient in Microsoft Office (Word, Excel, and 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. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.

Additional Information

Preferred Knowledge, Skills, & Abilities:

• Familiarity with Synovus line of business partners including mortgage, private wealth management and merchant services
• Knowledge of consumer lending

Synovus is an equal opportunity employer committed to fostering an inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Applicants with Disabilities: All interested and qualified candidates are invited to apply for employment opportunities with Synovus. If you are an applicant with a disability who is unable to use our online tools to search and apply for jobs, please contact us at [e-mail] .

Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank

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