About this role
Financial Advisor Associate at Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank. Location: Atlanta, Georgia, United States. Role: managing client, onboarding clients, maintaining data Requirements: Bachelor's degree or equivalent, 1 year as WRA I or 3 years customer service in financial services, strong communication and analytical skills, CRM and Microsoft Office proficiency. Category: Finance and Accounting Seniority: Entry Level Tools: Client Relationship Management (CRM), Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SalesforceIs Commitment: Full Time Workplace: Onsite Languages: English