Financial Specialist - Broad Street

Synovus•Rome, GA

About The Position

The Financial Specialist delivers distinctive service to clients and prospects in person and by telephone, serving as a single point of contact and minimizing hand-offs. The role engages clients in discussions about financial products and solutions, provides appropriate solutions, expands existing relationships, and supports an engaged client experience in keeping with the Pinnacle Way. The position handles client banking transactions and general account services, opens accounts and processes related documentation, and makes timely decisions on client requests while balancing client satisfaction with the Firm’s exposure to loss or fraud. It supports office operations and the Office Leader, monitors required reports, follows applicable policies and regulations, identifies and reports risks, and refers clients to specialty areas when appropriate. The job description also includes coaching and developing team members, managing applicable performance and merit processes, and working with Human Resources on employee-related matters. This description outlines the general nature and level of work and is not a comprehensive inventory of all duties or qualifications. Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Requirements

High school diploma or equivalent.
At least 10 years of experience in financial services.
Proficiency in Microsoft Office (Word, Excel, and PowerPoint) or related software.
Knowledge of federal banking regulations and compliance.
Broad knowledge of bank products and services.
Excellent interpersonal, verbal, and written communication skills.
Excellent organizational skills and attention to detail.
Effective analytical and mathematical reasoning skills, with problem-solving ability.
Ability to multitask, prioritize daily tasks, and manage time effectively.
Ability to work in a fast-paced environment and under pressure with a high degree of accuracy.
Excellent client-service skills and tact and diplomacy when dealing with clients and team members.
Ability to stand and sit for prolonged periods; use manual dexterity; communicate verbally; maintain visual acuity; perform repetitive motions; and hear.
Ability to sustain long periods of mental concentration.
Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
May be required to complete successful registration and obtain a unique identification number through the Nationwide Mortgage Licensing System (NMLS) under the SAFE Act within an established timeframe after starting; registration includes a nationwide fingerprint check.

Nice To Haves

College degree preferred.

Responsibilities

Provide distinctive in-person and telephone service to clients and prospects, respond to inquiries, and resolve client issues.
Support the three-ring standard by helping ensure phones are answered by a live person within three rings.
Greet and acknowledge clients entering the office.
Assist with banking transactions, including deposits, withdrawals, payments, and balance inquiries, and perform office capture duties.
Follow check-cashing, Regulation CC, and new-account-opening guidelines to reduce risk; comply with Firm policies, procedures, federal regulations, and state laws.
Open new accounts as needed; complete account paperwork, verify client credentials, and obtain supporting documentation.
Provide general account support, including account maintenance, instant-issue debit cards, safe-deposit-box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest-rate inquiries, and ATM inquiries.
Prioritize and make on-the-spot decisions about client requests while weighing client satisfaction against Firm exposure to loss or fraud.
Monitor and manage required reports to support operational excellence and provide operational support to the Office Leader.
Address clients’ business and personal financial needs and refer them to specialty areas such as Trust, Investments, Insurance, and Treasury Management as appropriate.
Manage annual performance-management and merit processes for direct and indirect reports, as applicable.
Coach and develop team members and foster an engaged work environment where team members feel a positive sense of achievement.
Work with Human Resources on employee relations, compensation, training, job postings, filling vacancies, and other related matters.
Observe applicable policies, procedures, laws, regulations, and role-specific risk limits; promptly report known or suspected violations to the appropriate Company authority.
Assist other team members as needed to support distinctive service.
Perform other related duties as required.