Office Leader

Synovus•Leesburg, GA

About The Position

The Office Leader is responsible for the office’s operations and functions, including leading and developing team members; overseeing office profitability and growth; retaining clients; meeting service standards; managing existing client relationships; and developing new business through solicitation of qualified prospects. The role executes Pinnacle’s strategic plan for the assigned office, promotes the company’s values, and leads the team in delivering a distinctive client experience and achieving office performance goals. The Office Leader manages client relationships, supports clients’ business and personal financial needs, provides loan products, analyzes prospective borrowers’ creditworthiness, recommends lending decisions, and ensures the credit quality of loans under their responsibility. The role also oversees team performance and development, coordinates with other leaders as appropriate, and works with Human Resources on employee relations, compensation, training, and staffing matters. Team members are expected to observe applicable policies, laws, regulations, and risk limits and report suspected violations. The position requires at least 10 years of financial-services experience in the local market and an existing book of business. A high school diploma or equivalent is the minimum education requirement; a college degree is preferred. The role may require NMLS registration under the SAFE Act within an established timeframe after 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 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 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 accurately in a fast-paced environment and under pressure, 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 listed physical activities, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping; the role may also involve long periods of mental concentration.
May be required to obtain NMLS registration and a unique identification number in compliance with the SAFE Act within an established timeframe after employment, including completion of a nationwide fingerprint check.

Nice To Haves

College degree.
Management or team-leader experience.

Responsibilities

Provide distinctive service to clients and prospects in person and by telephone; respond to inquiries and resolve client issues.
Support the three-ring standard by ensuring phones are answered by a live person within three rings.
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, oversee, coach, and develop office team members and help them achieve their goals and objectives.
Coordinate the performance of team members who report to other leaders with those leaders.
Achieve office growth, income, and profitability goals as measured by monthly KPI reports, and develop and maintain a client base that meets targeted performance standards.
Develop and maintain personal knowledge of the local market to provide effective advice.
Provide loan products suited to client needs, analyze prospective borrowers’ creditworthiness, recommend lending decisions, and ensure credit quality for loans under the leader’s responsibility.
Build and maintain a productive, motivating work environment and work toward the stated retention, survey, audit, and work-environment targets.
Comply with legal and regulatory requirements and ensure awareness of and adherence to relevant 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 when 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.