Financial Specialist

About the role

At Pinnacle, we aim to create an atmosphere where people are fully engaged, enjoy their work, and succeed. We hire professionals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline, and who are passionate about delivering unmatched client service. As a Financial Specialist, you will serve as a single touchpoint for clients, minimizing hand-offs and providing tailored financial solutions to expand relationships while embracing the Pinnacle Way.

Responsibilities

• Deliver distinctive service to clients and prospects in person and over the telephone, resolving inquiries and issues satisfactorily.
• Support the firm-wide "three-ring standard" by ensuring all phones are answered by a live person within three rings.
• Greet and acknowledge clients as they enter the office, assisting with banking transactions such as deposits, withdrawals, payments, and balance inquiries, as well as performing office capture duties.
• Adhere to Pinnacle guidelines for check cashing, Regulation CC, and new account opening to minimize risk.
• Ensure compliance with firm policies, procedures, and all applicable federal and state regulations.
• Open new accounts, process paperwork, verify client credentials, and obtain supporting documentation.
• Provide client support for general services, including account maintenance, instant-issue debit cards, safe deposit box assistance, research, affidavits, notary services, wire transfers, check orders, foreign currency, interest rate inquiries, and ATM assistance.
• Prioritize and make on-the-spot decisions regarding client requests, balancing client satisfaction with firm exposure to loss or fraud.
• Monitor and manage required reports to ensure operational excellence.
• Provide operational support to the Office Leader.
• Address all of the client’s financial needs, both business and personal, and refer clients to specialty areas such as Trust, Investments, Insurance, and Treasury Management as appropriate.
• Assist other team members to ensure delivery of distinctive service.
• Perform other related duties and responsibilities as assigned.

Requirements

• High School Diploma or equivalent; college degree preferred.
• Minimum of five (5) years’ experience in financial services or related field; 10 years preferred.
• Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software.
• Knowledge of federal banking regulations and compliance.
• Broad knowledge of bank products and services.

Skills

• Excellent interpersonal, verbal, and written communication skills.
• Strong organizational skills and attention to detail.
• Effective analytical and mathematical reasoning with problem-solving ability.
• Ability to multi-task, prioritize daily tasks, and manage time effectively.
• Ability to work in a fast-paced environment under pressure with a high degree of accuracy.
• Excellent client service skills, with tact and diplomacy in dealing with clients and associates.

Physical Requirements

• Ability to stand and sit for prolonged periods.
• Use of manual dexterity, verbal communication, and visual acuity.
• Repetitive motion and the ability to hear.
• Often requires long periods of mental concentration.
• Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.