Relationship-Focused Financial Specialist

synovuscareers; Jasper (GA); Presencial; USD 65 000 - 90 000; Tempo integral

Resumo da oferta

Pinnacle is seeking a Financial Specialist to deliver distinctive service as the single touch point for clients, handling transactions, responding to inquiries, and expanding relationships in line with the Pinnacle Way.

The role emphasizes proactive conversations about products and solutions, maintaining accuracy and compliance while supporting office operations and client onboarding.

Qualificações

• Proficient in Microsoft Office (Word, Excel, PowerPoint) and related software.
• Knowledge of federal banking regulations and compliance.
• Broad knowledge of bank products and services.
• Excellent interpersonal, verbal, and written communication skills.
• Excellent organizational skills and attention to detail.
• Analytical and mathematical reasoning with problem-solving ability.
• Ability to multi-task and prioritize in a fast-paced environment.

Responsabilidades

• Provide distinctive service to clients and prospects, in person and over the telephone, resolving inquiries and issues.
• Handle deposits, withdrawals, payments, and balance inquiries; assist with banking transactions.
• Open new accounts and complete required paperwork with proper documentation.
• Ensure compliance with banking regulations and firm policies; manage risk and adhere to SAFE ACT requirements.
• Support office operations and assist Office Leader; refer clients to Trust, Investments, Insurance, or Treasury Management as appropriate.
• Maintain client relationships and identify opportunities to expand services.

Conhecimentos

Client service

Interpersonal skills

Verbal & written communication

Time management

Attention to detail

Analytical thinking

Multi-tasking

Decision making

Formação académica

High School Diploma or Equivalent

College degree preferred

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Pinnacle is seeking a Financial Specialist to deliver distinctive service as the single touch point for clients, handling transactions, responding to inquiries, and expanding relationships in line with the Pinnacle Way.

The role emphasizes proactive conversations about products and solutions, maintaining accuracy and compliance while supporting office operations and client onboarding.