Job Summary:
A Financial Specialist - Floating should demonstrate commitment to delivering distinctive service. This position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. This position performs Financial Specialist duties in any Pinnacle office where needed for short term or long-term assignments.
Job Duties and 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. Assist clients with their banking transactions such as deposits, withdrawals, payments, and balance in addition to 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.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: High School Diploma or Equivalent -- College degree is preferred.
Minimum Experience: Minimum of 10 years' experience in financial services.
Required Knowledge, Skills & Abilities: 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. 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 team members. 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.
