Senior Financial Services Specialist

synovuscareers; Phenix City (AL); On-site; USD 42,000 - 64,000; Full time

Job summary

Pinnacle seeks a Financial Specialist to deliver distinctive service, serving clients as a single touch point and promoting products and solutions. You will engage clients in conversations, expand relationships, and support a highly engaged client experience while adhering to Pinnacle policies.

The role requires deep financial services experience, strong MS Office skills, and excellent communication. Duties include handling deposits, withdrawals, payments, and opening new accounts with

Qualifications

• High School diploma or equivalent; college degree preferred.
• Minimum of 10 years' experience in financial services.
• Proficient in MS Office; knowledge of federal banking regulations and compliance.

Responsibilities

• Serve clients as a single touch point, minimizing hand-offs and promoting Pinnacle solutions.
• Open new accounts, process required documentation, and ensure regulatory compliance.
• Provide exceptional client service and support for banking transactions and inquiries.

Skills

Microsoft Office

Interpersonal skills

Verbal and written communication

Organizational skills

Analytical reasoning

Time management

Customer service

Education

High School Diploma

College degree preferred

Tools

NMLS

Job description

Pinnacle seeks a Financial Specialist to deliver distinctive service, serving clients as a single touch point and promoting products and solutions. You will engage clients in conversations, expand relationships, and support a highly engaged client experience while adhering to Pinnacle policies.

The role requires deep financial services experience, strong MS Office skills, and excellent communication. Duties include handling deposits, withdrawals, payments, and opening new accounts with