Senior Financial Specialist: Client Banking & Solutions

synovuscareers

Suwanee (GA)

On-site

USD 65,000 - 90,000

Full time

3 days ago

Be an early applicant

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Pinnacle in Suwanee, GA seeks a Financial Specialist - Floating to deliver distinctive client service across its offices. You will be the primary touchpoint, handling deposits, withdrawals, payments and account maintenance while expanding relationships and cross-selling products and solutions.

Candidates should have deep knowledge of banking regulations, strong Microsoft Office skills, and a proven ability to multitask in a fast-paced environment, while upholding accuracy and compliance with

Qualifications

Minimum 10 years' experience in financial services.
Proficient with Microsoft Office and related software.
Strong knowledge of federal banking regulations and compliance.
Excellent interpersonal and communication skills.

Responsibilities

Provide distinctive service to clients and prospects, in person and over the telephone.
Respond to client inquiries and resolve client issues.
Open new accounts and process paperwork; verify client credentials.
Assist with deposits, withdrawals, payments, and balance; provide account maintenance.
Refer clients to Trust, Investments, Insurance, Treasury Management as appropriate.