Client Service Advisor

Pinnacle Bank•Goodlettsville, TN

3d•Onsite

About The Position

At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people. We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance and Discipline. We hire experienced professionals who understand the industry and provide effective advice. We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly – it’s about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

Requirements

College degree is preferred – finance or business-related field.
Minimum of five (5) years’ experience in financial service or job-related experience, 10 years preferred.
Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
Strong knowledge of consumer and commercial banking products.
Strong knowledge base relative to consumer and commercial loan documents.
Knowledge of compliance and federal banking regulations.
Excellent interpersonal skills, including verbal and written communication skills.
Detail oriented with strong analytical skills.
Ability to work independently and prioritize daily tasks.
Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.

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 refers 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.