Senior Financial Specialist: Client Experience Leader

synovuscareers; Buford (GA); On-site; USD 65,000 - 95,000; Full time

Job summary

Pinnacle seeks a Financial Specialist - Floating to deliver distinctive service across offices. The role serves as the single client touch point, handling deposits, withdrawals, payments, and balance inquiries, while promoting the Pinnacle Way.

In this roaming position, you will open new accounts, ensure compliance with policies and regulations, and support client relationships by identifying needs and directing to Trust, Investments, Insurance, and Treasury as appropriate.

Qualifications

• High School Diploma or Equivalent; college degree preferred.
• Experience in financial services preferred.
• Proficient in Microsoft Office.

Responsibilities

• Provide distinctive service to clients in person and over the phone.
• Open new accounts and process related paperwork.
• Assist clients with deposits, withdrawals, payments, and balance inquiries.
• Ensure compliance with firm policies and regulations.

Skills

Microsoft Office

Education

High School Diploma or Equivalent

Job description

Pinnacle seeks a Financial Specialist - Floating to deliver distinctive service across offices. The role serves as the single client touch point, handling deposits, withdrawals, payments, and balance inquiries, while promoting the Pinnacle Way.

In this roaming position, you will open new accounts, ensure compliance with policies and regulations, and support client relationships by identifying needs and directing to Trust, Investments, Insurance, and Treasury as appropriate.