About The Position

A Learning & Talent Development Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting the learning and development initiatives throughout the firm, developing new learning opportunities as needed and ensuring team members are knowledgeable of Pinnacle practices and maintain regulatory requirements in the areas which the Learning & Talent Development Advisor is responsible.

Requirements

  • Minimum of 10 years' experience in financial services
  • Minimum 3-4 years of formal/informal training experience
  • Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software
  • Specialized knowledge of products/services and/or core application systems in which the Learning and Development team has responsibility
  • In-depth understanding of the firm's culture
  • Knowledge of federal a state banking regulations and compliance
  • Broad knowledge of bank products and services
  • Effective interpersonal skills, including verbal and written communication skills
  • Effectively create, lead and manage projects
  • Ability to work effectively with a wide range of clients and colleagues
  • Strong public speaking and presentation skills
  • Excellent client service skills
  • Tact and diplomacy in dealing with both clients and team members

Nice To Haves

  • College degree is preferred -- finance or business-related field.

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).
  • Facilitate and support ongoing and new learning initiatives and/or design and develop training content in a manner that models Pinnacle values.
  • Take ownership of team member's training experience and results.
  • Advise team leaders on training-related initiatives and resources as needed.
  • Partner with and assist other team members as needed to ensure timely delivery of training.
  • 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.
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