Office Leader

Synovus Bank•Leesburg, GA

About The Position

The Office Leader is responsible for the operations and functions of an assigned office, including leading and developing team members, growing the office’s profitability and client base, retaining clients, achieving service standards, maintaining existing client relationships, and developing new business through solicitation of qualified prospects. The role executes Pinnacle’s strategic plan and values while delivering distinctive service to clients and prospects. It oversees office team members and client relationships, supports team performance and engagement, and works toward defined growth, income, profitability, retention, survey, and audit goals. The Office Leader provides and coordinates financial services for clients, including loan products, credit analysis, and referrals to specialty areas such as Trust, Investments, Insurance, and Treasury Management. The role ensures loan credit quality and compliance with applicable legal, regulatory, risk, and security requirements. It also manages performance and merit processes for direct and indirect reports as applicable, coaches and develops team members, and works with Human Resources on employee-related matters. This position may require registration and issuance of a Nationwide Mortgage Licensing System (NMLS) identification number 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 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.
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 toward positive outcomes and respond effectively to sensitive inquiries or complaints.
Ability to support client and team requests 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 in dealing with clients and team members.
Ability to stand and sit for prolonged periods; use manual dexterity, communicate verbally, see, hear, and perform repetitive motions; and bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. The role often requires long periods of mental concentration.
May be required to obtain NMLS registration and a unique identification number within an established timeframe after starting employment, including completing 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 that 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 Pinnacle’s stated values.
Manage client relationships personally and through office team members, retain clients, and develop new business through solicitation of qualified prospects.
Lead and engage all team members assigned to the office, oversee their work, and coordinate performance matters for team members reporting to other leaders with those leaders.
Help team members achieve their goals and objectives and build an engaged, positive work environment through coaching and development.
Develop and maintain a client base to meet targeted performance standards and achieve office growth, income, and profitability goals measured by monthly KPI reports.
Develop and maintain knowledge of the local market to deliver effective advice.
Provide loan products suited to client needs, analyze potential borrowers’ creditworthiness, recommend decisions, and ensure credit quality for loans under the leader’s responsibility.
Work toward the stated office goals for retention, client surveys, audits, and work-environment survey results.
Comply with legal and regulatory requirements and observe applicable policies, procedures, laws, regulations, and risk limits; report known or suspected violations in a timely manner.
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, vacancies, and related matters.
Assist other team members as needed to ensure distinctive service and perform other related duties as required.