Senior Financial Specialist - Client Experience Leader

synovuscareers; Americus (GA); On-site; USD 42,000 - 68,000; Full time

Job summary

Pinnacle is seeking a Financial Specialist in Americus, GA to deliver distinctive service as the primary client contact. You will engage clients in conversations about products, open and service accounts, and promote solutions while expanding relationships.

The role emphasizes accuracy, regulatory compliance, and proactive problem solving in a fast-paced banking environment. Excellent communication and organizational skills are essential.

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software.
• Knowledge of federal banking regulations and compliance.
• Broad knowledge of bank products and services.
• Excellent interpersonal and written communication skills.
• Excellent organizational skills and attention to detail.
• Analytical and mathematical reasoning abilities.
• Ability to multitask and manage time effectively.
• Works well under pressure with high accuracy.

Responsibilities

• Provide distinctive service to clients and prospects in person and by phone.
• Respond to client inquiries and resolve issues.
• Assist with deposits, withdrawals, payments, and balance inquiries; process new accounts.
• Open new accounts and complete related paperwork; verify credentials.
• Ensure compliance with firm policies and regulations; manage risk.
• Support office operations and refer clients to specialized areas as appropriate.
• Carry out miscellaneous duties to support the office and team.

Skills

Microsoft Office

Verbal & written comms

Banking regulations

Customer service

Attention to detail

Multi-tasking

Problem solving

Relationship building

Education

High School Diploma or Equivalent

College degree preferred

Job description

Pinnacle is seeking a Financial Specialist in Americus, GA to deliver distinctive service as the primary client contact. You will engage clients in conversations about products, open and service accounts, and promote solutions while expanding relationships.

The role emphasizes accuracy, regulatory compliance, and proactive problem solving in a fast-paced banking environment. Excellent communication and organizational skills are essential.