Summary from listing
The Financial Specialist - Floating serves clients and prospects in person and by telephone, handles banking transactions and account-opening paperwork, provides client support for account maintenance and other financial services, monitors reports, and refers clients to specialty areas. The role may be assigned to Pinnacle offices for short-term or long-term assignments and requires a high school diploma or equivalent, a college degree preferred, and at least 10 years of financial-services experience.
