Senior Financial Services Specialist

synovuscareers; Winter Park (FL); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Pinnacle is seeking a Financial Specialist in Winter Park, FL to deliver distinctive service to clients as a single touch point. You will engage clients in conversations, present banking solutions, and expand relationships while upholding the Pinnacle Way.

This role requires strong knowledge of banking products, compliance, and high attention to detail, with a focus on excellent client experiences in a fast-paced environment.

Qualifications

• High School diploma or equivalent; college degree preferred.
• 10+ years of experience in financial services.
• Proficiency in Microsoft Office and knowledge of banking regulations.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Respond to client inquiries and resolve issues; greet clients entering the office.
• Manage risk, compliance with bank regulations and policies; support new accounts.

Skills

Interpersonal skills

Communication skills

Analytical reasoning

Education

High School diploma or equivalent

College degree preferred

Tools

Microsoft Office

Job description

Pinnacle is seeking a Financial Specialist in Winter Park, FL to deliver distinctive service to clients as a single touch point. You will engage clients in conversations, present banking solutions, and expand relationships while upholding the Pinnacle Way.

This role requires strong knowledge of banking products, compliance, and high attention to detail, with a focus on excellent client experiences in a fast-paced environment.