Relationship Banking Specialist

synovuscareers; Bluffton (SC); On-site; USD 60,000 - 90,000; Full time

Job summary

Pinnacle is seeking a Financial Specialist to deliver distinctive client service, acting as a single touch point for clients in the office and over the phone. You will engage clients to discuss products and solutions, expand relationships, and promote a highly engaged client experience by embracing the Pinnacle Way.

Responsibilities include handling deposits, withdrawals, payments, new accounts, and supporting various service needs while ensuring compliance and risk controls.

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software.
• Knowledge of federal banking regulations and compliance.
• Excellent client service and communication skills.

Responsibilities

• Provide distinctive service to clients and prospects in person and by phone.
• Assist clients with banking transactions and new account opening while ensuring compliance with policies.

Skills

Interpersonal skills

Organizational skills

Analytical thinking

Time management

Communication skills

Education

High School Diploma or Equivalent – College degree preferred

Tools

Microsoft Office

Job description

Pinnacle is seeking a Financial Specialist to deliver distinctive client service, acting as a single touch point for clients in the office and over the phone. You will engage clients to discuss products and solutions, expand relationships, and promote a highly engaged client experience by embracing the Pinnacle Way.

Responsibilities include handling deposits, withdrawals, payments, new accounts, and supporting various service needs while ensuring compliance and risk controls.