Office Leader - Downtown Fort Lauderdale

Synovus Bank•Fort Lauderdale, FL

About The Position

The Office Leader is responsible for the operations and functions of the assigned office, including leadership and development of team members, office profitability and growth, client retention, service standards, existing client relationships, and development of new business. The role executes Pinnacle’s strategic plan and values while delivering distinctive service and elevating the client experience in the local market. The Office Leader manages and develops team members, oversees client relationships, and works toward office growth, income, profitability, retention, audit, and workplace survey goals. The role provides and supports a full array of loan products, assesses borrower creditworthiness, and maintains credit quality for loans under its responsibility. It also refers clients to specialty areas as appropriate and ensures compliance with legal, regulatory, risk, and company requirements. The position manages performance and merit processes for direct and indirect reports as applicable, coaches team members, and partners with Human Resources on employee-related matters. A successful candidate may need to register with the Nationwide Mortgage Licensing System (NMLS) within an established timeframe after starting employment.

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 financial services, 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.
Strong leadership and interpersonal skills.
Demonstrated financial management and analytical ability.
Effective problem-solving skills and strong attention to detail.
Ability to negotiate difficult situations positively and respond effectively to sensitive inquiries or complaints.
Ability to support clients and team members with 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 meet the physical and sensory demands described in the posting, including prolonged sitting or standing, manual dexterity, communication, visual acuity, repetitive motion, and hearing; other activities may include bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
May be required to obtain NMLS registration and a unique identification number within an established timeframe after employment, including 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 standard of having all calls answered by a live person within three rings.
Execute Pinnacle’s strategic plan for the assigned office and ensure team members understand and demonstrate company values.
Manage client relationships personally and through office team members; retain existing clients and develop new business through solicitation of qualified prospects.
Lead, engage, oversee, coach, and develop team members, coordinating performance matters for employees who report to other leaders with those leaders.
Develop and maintain a client base and local-market knowledge to meet office performance standards and provide effective advice.
Achieve office growth, income, and profitability goals measured through monthly KPI reports.
Provide loan products suited to client needs, assess prospective borrowers’ creditworthiness, recommend decisions, and maintain credit quality for loans under the office’s responsibility.
Build a productive and motivating work environment and pursue stated employee retention, office survey, audit, and workplace survey targets.
Manage annual performance management and merit processes for direct and indirect reports as applicable.
Work with Human Resources on employee relations, compensation, training, and filling vacant positions.
Meet clients’ business and personal financial needs and refer them to specialty areas such as Trust, Investments, Insurance, and Treasury Management when appropriate.
Observe applicable policies, procedures, laws, regulations, and risk limits, and report known or suspected violations to the appropriate company authority in a timely manner.
Assist other team members as needed and perform other related duties as required.