Relationship Banking Specialist

synovuscareers; Georgia; On-site; USD 65,000 - 100,000; Full time

Job summary

Pinnacle seeks a Financial Specialist to provide distinctive client service, engage clients in conversations about products and solutions, and expand relationships while maintaining compliance and a high level of accuracy.

The role involves handling deposits, withdrawals, payments, account openings, and related banking duties, with emphasis on minimizing hand-offs and delivering a seamless client experience.

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software.
• Excellent interpersonal and written communication skills.
• Ability to multi-task and work under pressure with high accuracy.

Responsibilities

• Deliver distinctive service to clients and prospects in person and over the phone.
• Process banking transactions and support new account openings in line with regulations.
• Develop client relationships and refer to specialist areas when appropriate.
• Support office operations and ensure compliance with firm policies and procedures.

Skills

Microsoft Office

Verbal & written communication

Attention to detail

Customer service

Education

High School Diploma or Equivalent

Tools

Office software

Job description

Pinnacle seeks a Financial Specialist to provide distinctive client service, engage clients in conversations about products and solutions, and expand relationships while maintaining compliance and a high level of accuracy.

The role involves handling deposits, withdrawals, payments, account openings, and related banking duties, with emphasis on minimizing hand-offs and delivering a seamless client experience.