Job Summary:
An Office Leader should demonstrate commitment to delivering distinctive service. This position will be responsible for the operations and functions of the office including the leadership and development of team members and operations, profitability and growth of the office, client retention, achievement of service standards, management of existing client relationships and development of new business through aggressive solicitation of qualified prospects.
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). Execute Pinnacle's strategic plan every day for their assigned office. Ensure all team members in the office understand and demonstrate the Pinnacle values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. Responsible for all client relationships managed personally and through team members in the office. Lead and engage the Pinnacle Team to be the best financial services firm and the best place to work in the Southeast. Office leaders are accountable for engaging and leading all team members assigned to their office. Lead team members in the office in achieving their goals and objectives. Office Leaders are responsible for the oversight of all team members assigned to their office. Performance of team members reporting to other leaders should be coordinated with that leader. Elevate the client experience to unimagined levels in their market. Develop and maintain a client base to achieve predetermined targeted performance standards. Achieve growth, income and profitability goals for the entire office as measured on monthly KPI reports. Develop and maintain personal knowledge of the market to ensure delivery of effective advice. Provide a full array of loan products designed to meet the client's needs. Analyze the credit worthiness of a potential borrower and recommend decision. Ensure credit quality for all loans under his/her responsibility. Achieve and maintain a successful working environment conducive to the development and motivation of qualified, productive, cross-functional team members by achieving the following goals:. 95% retention rate,. 4.75 or above average on all office surveys,. Satisfactory rating or higher on office audits,. 75% or higher Top Box Rating on Work Environment Survey, and. 4.75 or higher average on annual Work Environment Survey. Comply with all legal and regulatory requirements. - 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.