Adhere to Pinnacle guidelines for check cashing, Reg. CC and new account opening to reduce risk to ... Monitor and manage all required reports to ensure operational excellence. Provide operational ...
Adhere to Pinnacle guidelines for check cashing, Reg. CC and new account opening to reduce risk to ... Monitor and manage all required reports to ensure operational excellence. Provide operational ...
Company Overview Pinnacle Live is a premium, in-house AV partner. We elevate live event ... Ensure timely processing of billing and invoices; enforce compliance with all financial management ...
Company Overview Pinnacle Live is a premium, in-house AV partner. We elevate live event ... Ensure timely processing of billing and invoices; enforce compliance with all financial management ...
Company Overview Pinnacle Live is a premium, in-house AV partner. We elevate live event ... Ensure timely processing of billing and invoices; enforce compliance with all financial management ...
Company Overview Pinnacle Live is a premium, in-house AV partner. We elevate live event ... Ensure timely processing of billing and invoices; enforce compliance with all financial management ...
Financial Planning Analyst
Atlanta, GA · On-site
Executes trades at the request of Financial Planners, or may serve as backup asset management ... this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work ...
Financial Planning Analyst
Atlanta, GA · On-site
Executes trades at the request of Financial Planners, or may serve as backup asset management ... this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work ...
In-Home Sales Representative
Alpharetta, GA · On-site
$150K - $250K/yr
In-Home Sales Representative, Exterior Home Remodeling At Pinnacle, we are building more than a ... Navigate financing conversations and position value effectively * Close deals at a high level while ...
In-Home Sales Representative
Alpharetta, GA · On-site
$150K - $250K/yr
In-Home Sales Representative, Exterior Home Remodeling At Pinnacle, we are building more than a ... Navigate financing conversations and position value effectively * Close deals at a high level while ...
Financial Advisor Associate
Atlanta, GA · On-site
... Management, etc. as appropriate. Assist other team members as needed to ensure delivery of ... this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work ...
Financial Advisor Associate
Atlanta, GA · On-site
... Management, etc. as appropriate. Assist other team members as needed to ensure delivery of ... this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work ...
Financial Advisor Associate
Atlanta, GA · On-site
... Management, etc. as appropriate. Assist other team members as needed to ensure delivery of ... this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work ...
Financial Advisor Associate
Atlanta, GA · On-site
... Management, etc. as appropriate. Assist other team members as needed to ensure delivery of ... this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work ...
Financial Advisor Associate
Atlanta, GA · On-site
... Management, etc. as appropriate. Assist other team members as needed to ensure delivery of ... this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work ...
Financial Advisor Associate
Atlanta, GA · On-site
... Management, etc. as appropriate. Assist other team members as needed to ensure delivery of ... this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work ...
Office Leader - Villa Rica
Villa Rica, GA · On-site
Responsible for all client relationships managed personally and through team members in the office. Lead and engage the Pinnacle Team to be the best financial services firm and the best place to work ...
Office Leader - Villa Rica
Villa Rica, GA · On-site
Responsible for all client relationships managed personally and through team members in the office. Lead and engage the Pinnacle Team to be the best financial services firm and the best place to work ...
Responsible for all client relationships managed personally and through team members in the office. Lead and engage the Pinnacle Team to be the best financial services firm and the best place to work ...
Responsible for all client relationships managed personally and through team members in the office. Lead and engage the Pinnacle Team to be the best financial services firm and the best place to work ...
... risk management, financial forecasting, and strategic decision-making. This role leverages ... this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work ...
... risk management, financial forecasting, and strategic decision-making. This role leverages ... this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work ...
Resolution Planning Analyst
Atlanta, GA · On-site
Conducts ad hoc financial analyses to aid senior management in the decision making process ... this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work ...
Resolution Planning Analyst
Atlanta, GA · On-site
Conducts ad hoc financial analyses to aid senior management in the decision making process ... this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work ...
Partner with Financial Advisors by giving front end guidance on new and renewed credit requests ... Pinnacle's credit appetite, structure, documentation, and monitoring. Complete all underwriting ...
Partner with Financial Advisors by giving front end guidance on new and renewed credit requests ... Pinnacle's credit appetite, structure, documentation, and monitoring. Complete all underwriting ...
... Pinnacle practices and maintain regulatory requirements in the areas which the Learning & Talent ... Meet all the client's financial needs, both business and personal, and refer clients to other ...
... Pinnacle practices and maintain regulatory requirements in the areas which the Learning & Talent ... Meet all the client's financial needs, both business and personal, and refer clients to other ...
Partner with Financial Advisors by giving front end guidance on new and renewed credit requests ... Pinnacle's credit appetite, structure, documentation, and monitoring. Complete all underwriting ...
Partner with Financial Advisors by giving front end guidance on new and renewed credit requests ... Pinnacle's credit appetite, structure, documentation, and monitoring. Complete all underwriting ...
Wealth Management & Trust Domain Enterprise Architect
Atlanta, GA · On-site
$65.50 - $84.50/hr
... advisor for Pinnacle's Wealth Management and Trust business. This role is accountable for ... Maintain expertise in industry trends, emerging technologies, architecture practices, and financial ...
Wealth Management & Trust Domain Enterprise Architect
Atlanta, GA · On-site
$65.50 - $84.50/hr
... advisor for Pinnacle's Wealth Management and Trust business. This role is accountable for ... Maintain expertise in industry trends, emerging technologies, architecture practices, and financial ...
IT Delivery Manager - Financial Systems
Atlanta, GA · On-site
$90K - $110K/yr
... manages financial resources of the firm while ensuring the development of high-quality, low-cost ... this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work ...
IT Delivery Manager - Financial Systems
Atlanta, GA · On-site
$90K - $110K/yr
... manages financial resources of the firm while ensuring the development of high-quality, low-cost ... this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work ...
This role ensures the accurate and timely management of loan documentation, compliance with ... Bachelor's degree in Business Administration, Finance, or related field; Minimum Experience ...
This role ensures the accurate and timely management of loan documentation, compliance with ... Bachelor's degree in Business Administration, Finance, or related field; Minimum Experience ...
Core Technology Analyst
Atlanta, GA · On-site
The Business Operations Analyst is responsible for analyzing and optimizing Pinnacle's business ... Bachelor's degree in Business Administration, Finance, or related field; Minimum Experience ...
Core Technology Analyst
Atlanta, GA · On-site
The Business Operations Analyst is responsible for analyzing and optimizing Pinnacle's business ... Bachelor's degree in Business Administration, Finance, or related field; Minimum Experience ...
The Business Operations Analyst is responsible for analyzing and optimizing Pinnacle's business ... Bachelor's degree in Business Administration, Finance, or related field; Minimum Experience ...
New
The Business Operations Analyst is responsible for analyzing and optimizing Pinnacle's business ... Bachelor's degree in Business Administration, Finance, or related field; Minimum Experience ...
New
Manager Pinnacle Financial information
What is the difference between Manager Pinnacle Financial vs Financial Advisor?
| Aspect | Manager Pinnacle Financial | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a bachelor's degree, CFP or CFA certifications | Requires a bachelor's degree, CFP certification often preferred |
| Work Environment | Financial institutions, corporate offices | Client offices, banks, or independent practice |
| Industry Usage | Used in banking, investment firms, and financial services | Used in wealth management, investment advising, and banking |
The main difference is that a Manager Pinnacle Financial oversees financial operations within a company or bank, focusing on management and strategy, while a Financial Advisor primarily provides personalized financial planning and investment advice to clients. Both roles require relevant certifications and work in financial environments, but their responsibilities and client interactions differ significantly.
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The most popular types of Pinnacle Financial jobs in Georgia are:
What are popular job titles related to Manager Pinnacle Financial jobs in Georgia?
For Manager Pinnacle Financial jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Manager Pinnacle Financial jobs in Georgia look for?
The top searched job categories for Manager Pinnacle Financial jobs in Georgia are:
What cities in Georgia are hiring for Manager Pinnacle Financial jobs?
Cities in Georgia with the most Manager Pinnacle Financial job openings:
Financial Specialist - N Greenwood, LaGrange - Banking experience required
Lagrange, GA • On-site
Full-time
Re-posted 21 days ago
Synovus rating
8.9
Based on 27 frontline employees who took The Breakroom Quiz
12th of 171 rated banks
Job description
Job Summary:
A Financial Specialist 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.
Job Duties and Responsibilities:
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. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.
A Financial Specialist 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.
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. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.
About Synovus
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Columbus, GA, US
Year founded
1888