Senior Client-Facing Financial Specialist

synovuscareers; James Island (SC); On-site; USD 65,000 - 90,000; Full time

Job summary

Pinnacle is seeking a Financial Specialist to deliver distinctive service as the primary touch point for clients, engaging them in conversations about products and solutions and expanding relationships. This role emphasizes a high-quality client experience in line with the Pinnacle Way.

The position requires extensive knowledge of banking products, strong interpersonal skills, and the ability to handle deposits, withdrawals, transfers, and account openings while maintaining compliance.

Qualifications

• Minimum education required is high school diploma or equivalent; college degree preferred.
• Minimum of 10 years' experience in financial services.

Responsibilities

• Provide distinctive service to clients in person and by phone, respond to inquiries, and resolve issues.
• Open new accounts, process deposits/withdrawals, and assist with transfers and other banking transactions.
• Ensure compliance with applicable regulations and bank policies and support office operations.

Education

High School Diploma or Equivalent

Job description

Pinnacle is seeking a Financial Specialist to deliver distinctive service as the primary touch point for clients, engaging them in conversations about products and solutions and expanding relationships. This role emphasizes a high-quality client experience in line with the Pinnacle Way.

The position requires extensive knowledge of banking products, strong interpersonal skills, and the ability to handle deposits, withdrawals, transfers, and account openings while maintaining compliance.