Part-Time Financial Specialist - Midtown, Columbus

Synovus; Columbus (GA); On-site; USD 52,000 - 72,000; Full time

Job summary

Pinnacle in Columbus, GA seeks a Financial Specialist to deliver distinctive client service and serve as a single touch point for customers, reducing hand-offs while expanding relationships through conversations about products and solutions.

You will engage clients in banking discussions, promote a highly engaged experience, and assist with deposits, withdrawals, and account inquiries in a compliant, customer-focused environment.

Qualifications

• Proficient in Microsoft Office and banking software.
• Strong interpersonal and written communication skills.
• Knowledge of banking regulations and risk management.

Responsibilities

• Provide distinctive service to clients in person and by phone, respond to inquiries, resolve issues, and greet clients entering the office.
• Assist clients with banking transactions and office capture duties while adhering to Pinnacle guidelines and reducing risk.
• Open new accounts, verify credentials, obtain supporting documentation, and support general service (notary, wire transfers, etc.).
• Monitor and manage required reports to ensure operational excellence and compliance with policy and regulations.
• Provide operational support to Office Leader and refer clients to Trust, Investments, Insurance, or Treasury Management as appropriate.

Skills

Customer service

Communication skills

Attention to detail

Education

High School Diploma

College degree preferred

Tools

Banking software proficiency

Job description

Job Summary:

A Financial Specialist 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.

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.


• 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).


• Manages the annual performance management and merit processes for direct and indirect reports as applicable. Coaches and develops team members and builds a work environment where team members are engaged and feel a positive sense of achievement about their role in the company. Works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resources related matters.


• Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.


• 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.


• Performs other related duties as required.

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. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.

Equal Opportunity Statement:

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.