About this role
Financial Advisor Associate at Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank. Location: Sarasota, Florida, United States. Role: managing accounts, resolving concerns, onboarding clients Requirements: High school diploma, 3 years banking customer-contact experience, knowledge of deposit operations and lending, strong communication and analytical skills, CRM and Microsoft Office proficiency. Category: Sales Seniority: Mid Level Tools: Client Relationship Management (CRM) systems, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce, PFP, insite Commitment: Full Time, Part Time Workplace: Onsite Languages: English