Senior Client Banking Specialist

synovuscareers; Columbus (GA); On-site; USD 75,000 - 95,000; Full time

Job summary

Pinnacle seeks a Financial Specialist to deliver distinctive client service across in-person and phone interactions. The role emphasizes single touch points, minimizing hand-offs, and expanding client relationships by discussing products and solutions that fit client needs.

Responsibilities include handling deposits, withdrawals, and account maintenance, while adhering to Reg CC and compliance standards. This position may involve working across multiple Pinnacle offices for short or long

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Strong verbal and written communication skills.
• Ability to multi-task and prioritize daily tasks.

Responsibilities

• Provide distinctive service to clients in person and by phone.
• Open new accounts and process banking transactions while ensuring compliance.
• Respond to client inquiries and resolve issues promptly to reduce firm risk.
• Support office operations and maintain client records and disclosures.
• Assist with various banking processes such as deposits, withdrawals, payments, and balance inquiries.

Skills

Microsoft Office

Interpersonal skills

Verbal & written communication

Multi-tasking

Attention to detail

Education

High School Diploma or Equivalent

College degree preferred

Tools

Microsoft Office Suite

Job description

Pinnacle seeks a Financial Specialist to deliver distinctive client service across in-person and phone interactions. The role emphasizes single touch points, minimizing hand-offs, and expanding client relationships by discussing products and solutions that fit client needs.

Responsibilities include handling deposits, withdrawals, and account maintenance, while adhering to Reg CC and compliance standards. This position may involve working across multiple Pinnacle offices for short or long