Senior Financial Specialist - Client Experience & Solutions

synovuscareers; Athens (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

Pinnacle in Athens, GA is seeking a Financial Specialist to deliver distinctive service as a single touch point for clients. You will engage clients in conversations about banking products, handle deposits, withdrawals, and account maintenance, and promote a high-quality client experience.

Open new accounts, verify credentials, and ensure compliance with federal regulations. Cross-sell across Trust, Investments, Insurance, and Treasury Management as appropriate.

Qualifications

• Proficient in Microsoft Office and related software.
• Excellent interpersonal, verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to multi-task and prioritize daily tasks under pressure.

Responsibilities

• Provide distinctive service to clients and prospects in person and over the phone.
• Respond to inquiries and resolve client issues; greet clients entering the office.
• Assist with banking transactions: deposits, withdrawals, payments, balance inquiries.
• Open new accounts; process required paperwork and verify credentials.
• Support cross-selling across Trust, Investments, Insurance, and Treasury Management.

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Job description

Pinnacle in Athens, GA is seeking a Financial Specialist to deliver distinctive service as a single touch point for clients. You will engage clients in conversations about banking products, handle deposits, withdrawals, and account maintenance, and promote a high-quality client experience.

Open new accounts, verify credentials, and ensure compliance with federal regulations. Cross-sell across Trust, Investments, Insurance, and Treasury Management as appropriate.