Senior Financial Specialist – Client Solutions & Banking

Synovus; Dothan (AL); On-site; USD 65,000 - 85,000; Full time

Job summary

Pinnacle Bank, a Tennessee bank doing business as Synovus Bank, seeks a Financial Specialist to deliver distinctive client service and expand relationships. You will be the single touch point for clients, handling deposits, withdrawals, transfers, and account maintenance while adhering to banking regulations.

The role emphasizes high-quality customer interactions, proactive problem solving, and cross-selling of Trust, Investments, and Treasury Management.

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Excellent interpersonal and communication skills.
• Strong organizational and attention-to-detail abilities.
• Analytical problem-solving and data handling skills.
• Ability to multi-task and prioritize in a fast-paced environment.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Respond to client inquiries and resolve issues; ensure live person handling within three rings.
• Assist with banking transactions and handle new account paperwork in line with regulations.

Skills

Interpersonal skills

Verbal and written communication

Analytical thinking

Time management

Customer service

Education

High School Diploma

Tools

Microsoft Office

Job description

Pinnacle Bank, a Tennessee bank doing business as Synovus Bank, seeks a Financial Specialist to deliver distinctive client service and expand relationships. You will be the single touch point for clients, handling deposits, withdrawals, transfers, and account maintenance while adhering to banking regulations.

The role emphasizes high-quality customer interactions, proactive problem solving, and cross-selling of Trust, Investments, and Treasury Management.