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YesterdaySaved
In-Office
Atlanta, GA, USA
Entry level
Entry level
Fintech • Payments • Financial Services
Two-year rotational finance program supporting Strategic Finance, Treasury, and Corporate Development. Responsibilities include financial analysis, forecasting, reporting, budgeting, financial statement preparation, risk analysis, and evaluating mergers, acquisitions, and divestitures. Analysts will also contribute to investor relations presentations, strategic communications, mentorship activities, and community initiatives.
YesterdaySaved
In-Office
3 Locations
Expert/Leader
Expert/Leader
Fintech • Payments • Financial Services
Provides comprehensive banking services across Pinnacle offices, including client support, deposits, withdrawals, payments, account opening and maintenance, wire transfers, notary services, and fraud-risk decisions. Builds client relationships by discussing financial products, delivering solutions, and referring clients to specialty teams. Ensures regulatory and policy compliance, manages operational reports, supports office leadership, and maintains exceptional service standards.
Top Skills: ExcelMS OfficePowerPointWord
Reposted YesterdaySaved
In-Office
Columbus, GA, USA
Expert/Leader
Expert/Leader
Fintech • Payments • Financial Services
Provide application support for deposit, teller, and platform systems including product setup, parameter maintenance, testing, data extracts, ad-hoc reporting, and end-user support. Lead related projects, resolve client inquiries, refer clients to specialty services, and assist team members to ensure high-quality client service and compliance with banking regulations.
Top Skills: DatabasesExcelMicrosoft PowerpointMicrosoft Word
Reposted 2 Days AgoSaved
In-Office
Birmingham, AL, USA
Expert/Leader
Expert/Leader
Fintech • Payments • Financial Services
Service and implement treasury management products (online banking, ACH, wires, remote deposit, Positive Pay). Onboard and train clients, resolve issues, ensure accurate pricing and compliance, partner with advisors and operations, test system enhancements, and support team sales and servicing activities.
Top Skills: Account AnalysisAchAch Block & FilterAch LockboxCheck 21ExcelMicrosoft PowerpointMicrosoft WordNachaOnline BankingPositive PayRemote DepositSweepWire Transfers
Reposted 2 Days AgoSaved
In-Office
Atlanta, GA, USA
Expert/Leader
Expert/Leader
Fintech • Payments • Financial Services
Lead forecasting, monitoring, and attribution of the companys aggregate balance sheet and Net Interest Income, including baseline and stressed scenarios. Serve as business-line CFO for Corporate Treasury, support investor relations and external reporting, oversee governance and controls (SOX, 10Q/10K), and provide executive financial consultation to align strategy and performance.
Top Skills: Accounts PayableAlm SystemsEnterprise Planning SystemsExcelGeneral Ledger
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4 Days AgoSaved
In-Office
Tallahassee, FL, USA
Expert/Leader
Expert/Leader
Fintech • Payments • Financial Services
Manages a portfolio of business and individual clients, develops new banking relationships, analyzes borrower creditworthiness, structures and approves loans, and ensures compliance with lending policies. Provides deposit, investment, treasury management, and financial planning solutions while cross-selling products and referring clients to specialized departments. Maintains client relationships, pursues qualified prospects, manages credit quality, negotiates loan terms, and delivers high-quality service.
Top Skills: ExcelMS OfficeMicrosoft PowerpointMicrosoft WordNationwide Mortgage Licensing System (Nmls)
4 Days AgoSaved
In-Office
Fernandina Beach, FL, USA
Expert/Leader
Expert/Leader
Fintech • Payments • Financial Services
Provides client-facing banking services across Pinnacle offices, including deposits, withdrawals, payments, account opening and maintenance, wire transfers, check orders, and other account support. Resolves client inquiries, ensures regulatory and policy compliance, manages operational reports, supports office leadership, evaluates fraud and loss risks, and refers clients to specialized financial services. The role requires strong client service, financial product knowledge, organization, communication, and problem-solving skills.
Top Skills: ExcelMS OfficeMicrosoft PowerpointMicrosoft Word
Reposted 4 Days AgoSaved
In-Office
Naples, FL, USA
Junior
Junior
Fintech • Payments • Financial Services
The Financial Advisor provides investment consultations, assists clients with financial goals through personalized recommendations, and stays informed on market trends. They conduct seminars, ensure proper documentations, and advise clients based on personalized strategies.
Top Skills: InternetMS OfficePersonal Computer
Reposted 4 Days AgoSaved
In-Office
Destin, FL, USA
Junior
Junior
Fintech • Payments • Financial Services
Support Financial Advisors by managing client service activities, onboarding, trade processing, account maintenance, and client communications. Identify sales opportunities, ensure compliance, prepare meeting materials, and collaborate with internal partners to drive growth.
Reposted 4 Days AgoSaved
In-Office
Fort Lauderdale, FL, USA
Expert/Leader
Expert/Leader
Fintech • Payments • Financial Services
Develop and maintain relationships with commercial customers, guiding them in financial products while ensuring compliance with regulations and mentoring junior team members.
Top Skills: MS Office
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