Office Leader

Synovus•Hiram, GA

12d

About The Position

The Office Leader is responsible for the operations and functions of an assigned office, including leading and developing team members, supporting office profitability and growth, retaining clients, achieving service standards, managing client relationships, and developing new business through solicitation of qualified prospects. The role executes Pinnacle’s strategic plan and values, oversees assigned team members, and leads the office in delivering distinctive client service and a strong work environment. The Office Leader also supports lending activities, including providing loan products, analyzing prospective borrowers’ creditworthiness, and maintaining credit quality for loans under their responsibility. The position manages performance and merit processes for direct and indirect reports as applicable, coaches and develops team members, and works with Human Resources on employee relations and related matters. The Office Leader must observe applicable policies, procedures, laws, regulations, and risk limits, and report known or suspected violations. The role may require NMLS registration under the SAFE Act within an established timeframe after employment. Other related duties may be assigned.

Requirements

High school diploma or equivalent.
At least 10 years of experience in the financial services industry in the local market area, with an existing book of business.
Proficiency in Microsoft Office (Word, Excel, and PowerPoint) or related software.
Comprehensive knowledge of the financial services industry, client services, operations, and leadership.
Broad knowledge of bank products and services.
Knowledge of federal and state banking regulations, security, risk management, and compliance.
Excellent verbal and written communication skills, and solid leadership and interpersonal skills.
Demonstrated financial management and analytical ability.
Effective problem-solving skills and strong attention to detail.
Ability to negotiate difficult situations with positive outcomes and respond effectively to sensitive inquiries or complaints.
Ability to support clients and team members with questions about products, services, and procedures while maintaining regulatory compliance without detriment to service.
Ability to work in a fast-paced environment and under pressure with a high degree of accuracy.
Ability to work independently and prioritize daily tasks.
Excellent client-service skills and tact and diplomacy when dealing with clients and team members.
Ability to perform the physical activities listed in the description, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and activities such as bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
Successful NMLS registration and issuance of a unique identification number may be required under the SAFE Act; registration must be completed within an established timeframe after initial employment and includes a nationwide fingerprint check.

Nice To Haves

College degree preferred.
Management or team-leader experience preferred.

Responsibilities

Provide distinctive service to clients and prospects in person and by telephone, respond to inquiries, and resolve client issues.
Support the firm-wide three-ring phone-answering standard.
Execute Pinnacle’s strategic plan for the assigned office and ensure team members understand and demonstrate the company’s stated values.
Manage client relationships personally and through office team members, retain clients, and develop new business through solicitation of qualified prospects.
Lead, engage, and oversee assigned team members; coordinate performance matters for team members reporting to other leaders with those leaders.
Lead team members in achieving goals and objectives, and coach and develop them to foster engagement and a positive sense of achievement.
Achieve office growth, income, profitability, client-service, and performance goals, as measured by monthly KPI reports and other stated standards.
Develop and maintain a client base and personal knowledge of the local market to deliver effective advice.
Provide loan products suited to clients’ needs, analyze potential borrowers’ creditworthiness, recommend decisions, and maintain credit quality for loans under the role’s responsibility.
Maintain a successful working environment conducive to developing and motivating qualified, productive, cross-functional team members, including meeting the stated retention, survey, audit, and work-environment targets.
Comply with legal and regulatory requirements and observe applicable policies, procedures, risk limits, and controls; report known or suspected violations promptly to the appropriate company authority.
Address clients’ business and personal financial needs and refer them to specialty areas such as Trust, Investments, Insurance, and Treasury Management as appropriate.
Manage annual performance-management and merit processes for direct and indirect reports as applicable.
Work with Human Resources on employee relations, compensation, training, and posting and filling vacant positions.
Assist other team members as needed to ensure distinctive service delivery.
Perform other related duties as required.