Senior Client Banking & Solutions Specialist

synovuscareers; Town of Florida (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Pinnacle is seeking a Financial Specialist to deliver distinctive service to clients at the point of contact, minimizing hand-offs and engaging clients in conversations about products and solutions. This role expands relationships and promotes a highly engaged client experience in line with the Pinnacle Way.

The position requires strong client service skills, experience in financial transactions, and compliance with banking regulations.

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software.
• Excellent interpersonal and written communication skills.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Assist clients with banking transactions (deposits, withdrawals, payments, balance) and new account openings.
• Ensure compliance with Firm policies and federal/state regulations; handle risk appropriately.

Skills

Client service

Communication

Regulatory knowledge

Education

High School Diploma

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Pinnacle is seeking a Financial Specialist to deliver distinctive service to clients at the point of contact, minimizing hand-offs and engaging clients in conversations about products and solutions. This role expands relationships and promotes a highly engaged client experience in line with the Pinnacle Way.

The position requires strong client service skills, experience in financial transactions, and compliance with banking regulations.