Office Leader - Enterprise / Ozark

Synovus•Enterprise, AL

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 through solicitation of qualified prospects. The role executes Pinnacle’s strategic plan and values while leading the office team and elevating the client experience in its market. The Office Leader develops and maintains a client base, achieves office growth, income, and profitability goals, and maintains personal knowledge of the local market to provide effective advice. The role provides a full array of loan products, assesses potential borrowers’ creditworthiness, recommends decisions, and ensures credit quality for loans under the role’s responsibility. It also supports clients’ business and personal financial needs and refers them to specialty areas as appropriate. The position oversees and develops assigned team members, coordinates with other leaders where appropriate, manages applicable performance and merit processes, and works with Human Resources on employee relations and staffing matters. The Office Leader is responsible for awareness of risk and adherence to company policies, applicable laws and regulations, and role-specific risk limits. The role may require registration and a unique identification number through the Nationwide Mortgage Licensing System under the SAFE Act.

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 service, 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 toward positive outcomes 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 stand and sit for prolonged periods; use manual dexterity; communicate verbally; maintain visual acuity; perform repetitive motions; and hear. The role may also involve bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping; long periods of mental concentration are often required.
May be required to successfully register and obtain a unique identification number from the Nationwide Mortgage Licensing System under the SAFE Act within the established timeframe, including passing 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 standard for answering calls.
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; develop and maintain a client base and solicit qualified prospects.
Lead, engage, oversee, coach, and develop assigned team members, and help them achieve goals and objectives.
Coordinate performance matters for team members who report to other leaders with those leaders.
Achieve office growth, income, and profitability goals as measured by monthly KPI reports.
Maintain knowledge of the local market and provide effective financial advice and loan products suited to clients’ needs.
Analyze potential borrowers’ creditworthiness, recommend credit decisions, and ensure the credit quality of loans under the role’s responsibility.
Build and maintain a productive and motivating work environment, including the stated team retention, survey, audit, and work-environment targets.
Comply with legal and regulatory requirements and observe applicable policies, procedures, laws, regulations, and risk limits; report known or suspected violations promptly.
Address clients’ business and personal financial needs and refer them to specialty areas such as Trust, Investments, Insurance, and Treasury Management as appropriate.
Manage applicable annual performance management and merit processes for direct and indirect reports.
Work with Human Resources on employee relations, compensation, training, job postings, filling vacancies, and related matters.
Assist other team members as needed to ensure distinctive service delivery.
Perform other related duties as required.