Financial Specialist

Primary Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Respond to client inquiries and satisfactorily resolve client issues.
• Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
• Greet and acknowledge each client as they enter the office.
• Aid clients with banking transactions such as deposits, withdrawals, payments, and balance inquiries.
• Perform office capture duties.
• Adhere to Pinnacle guidelines for check cashing, Reg. CC, and new account opening to reduce risk to the Firm.
• Ensure compliance with Firm policy and procedures and all applicable federal regulations and state laws.
• Open new accounts as needed.
• Process appropriate new account paperwork, verify client credentials, and obtain all supporting documentation.
• Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
• Prioritize and make on-the-spot decisions regarding client requests while weighing client satisfaction issues with Firm exposure to loss or fraud.
• Monitor and manage all required reports to ensure operational excellence.
• Provide operational support to Office Leader.
• Meet all the client’s financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
• Assist other team members as needed to ensure delivery of distinctive service.
• Perform other related duties and responsibilities as assigned.

Description Of Experience, Education, And Training

• A High School Diploma or Equivalent – College degree is preferred.
• Minimum of five (5) years’ experience in financial service or job-related experience, 10 years preferred.
• Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
• Knowledge of federal banking regulations and compliance.
• Broad knowledge of bank products and services.

Description Of Capabilities, Physical Requirements, And Abilities

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

Physical Activities

• The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear.
• Often long periods of mental concentration are required.
• Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.

POSITION STATUS: NON-EXEMPT

DATE: 01.04.2024

Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.