Senior Client Relationship & Financial Specialist

synovuscareers; Boca Raton (FL); On-site; USD 80,000 - 110,000; Full time

Job summary

Pinnacle seeks a Financial Specialist in Florida to deliver distinctive client service as a single touch point, handling inquiries, transactions, and account opening with accuracy and compliance. You will engage clients in conversations about products, expand relationships, and support a premium client experience.

The role emphasizes adhere to regulatory guidelines, cross-selling opportunities, and maintaining operational excellence in a fast-paced environment.

Qualifications

• High School Diploma or Equivalent required; college degree preferred.
• Minimum 10 years' experience in financial services.
• Proficient in Microsoft Office; knowledge of federal banking regulations and compliance.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Respond to client inquiries and resolve issues; support three-ring standard (live answer within three rings).
• Open new accounts and process paperwork; verify credentials and documentation.
• Assist with banking transactions and general service requests; cross-sell to trust, investments, insurance.

Skills

Client service

Interpersonal skills

Microsoft Office

Regulatory knowledge

Attention to detail

Time management

Education

High School Diploma or Equivalent

College degree preferred

Tools

Microsoft Excel

PowerPoint

Job description

Pinnacle seeks a Financial Specialist in Florida to deliver distinctive client service as a single touch point, handling inquiries, transactions, and account opening with accuracy and compliance. You will engage clients in conversations about products, expand relationships, and support a premium client experience.

The role emphasizes adhere to regulatory guidelines, cross-selling opportunities, and maintaining operational excellence in a fast-paced environment.