Senior Client-Facing Financial Specialist

synovuscareers; Hartwell (GA); On-site; USD 65,000 - 85,000; Full time

Job summary

Pinnacle is seeking a Financial Specialist to deliver distinctive service as a single touch point for clients. You will engage clients in conversations about products and solutions, expanding relationships and ensuring a highly engaged client experience by embracing the Pinnacle Way.

You will assist with deposits, withdrawals, payments, and new accounts, while maintaining compliance with federal and state regulations and internal policies.

Qualifications

• Proficient in Microsoft Office and related software.
• Excellent interpersonal and communication skills.
• Ability to multitask and handle customer inquiries with accuracy.

Responsibilities

• Provide distinctive service to clients in person and by phone, resolving issues promptly.
• Handle deposits, withdrawals, payments, and account inquiries while meeting regulatory standards.
• Open new accounts, verify credentials, and gather required documentation.
• Support office operations and refer clients to strategic areas as needed.

Skills

Interpersonal skills

Verbal & written communication

Organizational skills

Analytical thinking

Time management

Customer service

Education

High school diploma

College degree preferred

Tools

Microsoft Office

Job description

Pinnacle is seeking a Financial Specialist to deliver distinctive service as a single touch point for clients. You will engage clients in conversations about products and solutions, expanding relationships and ensuring a highly engaged client experience by embracing the Pinnacle Way.

You will assist with deposits, withdrawals, payments, and new accounts, while maintaining compliance with federal and state regulations and internal policies.