Senior Client Banking & Service Specialist

Synovus; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

Pinnacle is seeking a Financial Specialist to deliver distinctive service to clients in-branch and over the phone. You will engage clients in conversations about products and solutions, open new accounts, and support a compliant, low-risk office environment.

The role emphasizes treating clients with care, expanding relationships, and referring to Trust, Investments, Insurance, and Treasury Management as appropriate.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Proficient in Microsoft Office; knowledge of federal banking regulations.
• Strong interpersonal, organizational, and analytical skills with attention to detail.

Responsibilities

• Deliver distinctive service to clients in person and by phone.
• Handle deposits, withdrawals, payments, and balance inquiries; complete office capture tasks.
• Open new accounts, verify credentials, and ensure regulatory compliance.
• Support office leader and manage risk while assisting clients with banking needs.

Skills

Interpersonal skills

Verbal & written communication

Education

High School Diploma or Equivalent

College degree preferred

Tools

Microsoft Office

Job description

Pinnacle is seeking a Financial Specialist to deliver distinctive service to clients in-branch and over the phone. You will engage clients in conversations about products and solutions, open new accounts, and support a compliant, low-risk office environment.

The role emphasizes treating clients with care, expanding relationships, and referring to Trust, Investments, Insurance, and Treasury Management as appropriate.