Client-Facing Financial Specialist: Banking & Advisory Expert
Listed on 2026-11-01
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Finance & Banking
Financial Advisor / Consultant, Banking & Finance, Bank Customer Service, Financial Sales
Pinnacle seeks a Financial Specialist to serve clients as a single touch point, engaging in conversations about products to provide solutions and expand relationships. The role emphasizes distinctive service, proactive problem solving, and adherence to regulatory standards.
Responsibilities include greeting clients, handling deposits and transactions, opening accounts, and supporting office operations to deliver a seamless client experience. Strong finance knowledge is essential.
The Client-Facing Financial Specialist:
Banking & Advisory Expert position in the Finance field is open for applications.
The position is based in FL, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 55.000 - 95.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client-Facing Financial Specialist:
Banking & Advisory Expert role in the description above.
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