Financial Specialist - Sarasota Main - Banking experience required
Sarasota, Florida, United States · On-site
Entry level$1.5B raised
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, …
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Financial Specialist - Sarasota Main - Banking experience required
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Full-time
high school
Posted 92d ago
~40 hrs/week
Responsibilities
Perform transactional and service functions including processing deposits, withdrawals, and official checks while maintaining accuracy. Identify customer needs to promote bank products and digital services to expand customer relationships.
Requirements
Requires a high school diploma or equivalent and at least six months of experience in customer service or sales. Candidates must possess strong interpersonal skills and a basic understanding of bank operations and federal regulations.
Full 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:
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.
Qualifications
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.
Related keywords
BankingPersonal BankerFinancial SpecialistTransactional BankingRetail BankingFraud PreventionComplianceCross-sellingUp-sellingCustomer CovenantDigital StrategyCash Drawer BalancingFederal Bank RegulationsConsumer DepositsIRAsCertificate of Deposits
Synovus joined forces with Pinnacle Financial Partners to become one of the nation’s leading banks, with approximately $116 billion in assets and a broader presence across the Southeast.
Our purpose remains unchanged: to enable people to reach their full potential. You can expect the same distinctive service and effective advice, now backed by greater resources.
Pinnacle Bank (TN) dba Synovus Bank. Member FDIC.
Offices: 1111 Bay Ave, Columbus, Georgia 31901, US · 3400 Overton Park Dr, Atlanta, Georgia 30339, US
Personal BankingMortgagesCorporate BankingCredit CardsCommercial BankingInvestingand LendingFinanceBankingPersonal Finance
How many Retail jobs are open in Sarasota, FL right now?
There are currently 526 open retail positions in Sarasota, FL listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Retail roles in Sarasota, FL?
Companies currently hiring include Domino's, Starbucks, Lowe's Companies, Inc., CVS Health, Macy's, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Retail jobs in Sarasota, FL?
Yes — 3 of the 526 open retail positions offer remote or hybrid work (1 remote, 2 hybrid).
How do I apply for Retail jobs in Sarasota, FL?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.