Key skills
Communication
About this role
Job Summary:
A Client Service Advisor should demonstrate commitment to delivering distinctive service. This position provides professional and distinctive service to our clients by embracing The Pinnacle Way. Responsibilities include opening new accounts for all products, providing maintenance on all accounts, assisting clients with service needs, and participating in new business development activities. This position is responsible for managing a portfolio of clients and development of new business through solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation.
Job Duties and Responsibilities:
A Client Service Advisor should demonstrate commitment to delivering distinctive service. This position provides professional and distinctive service to our clients by embracing The Pinnacle Way. Responsibilities include opening new accounts for all products, providing maintenance on all accounts, assisting clients with service needs, and participating in new business development activities. This position is responsible for managing a portfolio of clients and development of new business through solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation.
Job Duties and Responsibilities:
- Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
- Administer and Manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of the client.
- Meet all designated Pinnacle standards for appropriate risk rating, credit soundness thresholds, and critical action items.
- Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality.
- Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's.
- Identify and deliver solutions that include all appropriate financial products based on "meeting all the clients' needs".
- Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning.
- Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members.
- Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning.
- Participate in developmental and training activities as well as projects as directed by management.
- Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
- Assist other team members as needed to ensure delivery of distinctive service.
- Perform other related duties and responsibilities as assigned.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: College degree is preferred -- finance or business-related field.
Minimum Experience: Minimum of 10 years' experience in financial service or job-related experience.
Required Knowledge, Skills & Abilities:
- Strong analytical skills and attention to detail.
- Ability to work independently and prioritize daily tasks.
- Excellent client service skills. Tact and diplomacy in dealing with both clients and team members.
- The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.