Office Leader - Downtown Fort Lauderdale

Synovus•Fort Lauderdale, FL

16h

About The Position

The Office Leader is responsible for the operations and functions of the assigned office, including leading and developing team members, managing operations, and supporting office profitability and growth. The role focuses on distinctive client service, client retention, achievement of service standards, management of existing relationships, and development of new business through solicitation of qualified prospects. The Office Leader executes Pinnacle's strategic plan, promotes the firm's values, leads and engages office team members, and guides them in achieving their goals. The role manages client relationships and works to meet clients' business and personal financial needs, referring them to specialty areas when appropriate. Responsibilities also include developing a client base, meeting office growth, income, and profitability goals, understanding the local market, providing loan products, evaluating borrower creditworthiness, and maintaining credit quality. The position oversees employee performance and development, coordinates with Human Resources on employee matters, and supports a productive and positive work environment. The Office Leader is expected to understand and report risks, comply with applicable laws and regulations, and assist colleagues as needed. 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 financial-services industry experience 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, with 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 positively and respond effectively to sensitive inquiries or complaints.
Ability to support client and team requests regarding 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.
Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
May be required to obtain NMLS registration and a unique identification number under the SAFE Act within an established timeframe after employment, including completion of 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 over the 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, oversee, coach, and develop office team members, and help them achieve their goals and objectives.
Coordinate performance matters for team members reporting to other leaders with those leaders.
Develop and maintain a client base and local-market knowledge to meet office performance standards.
Achieve office growth, income, and profitability goals measured through monthly KPI reports.
Provide loan products suited to client needs, analyze potential borrowers' creditworthiness, recommend decisions, and maintain credit quality for loans under the role's responsibility.
Create and maintain a productive, motivating work environment, including the stated retention, survey, and audit 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 recruiting and filling vacant positions.
Comply with legal, regulatory, policy, procedure, and risk requirements; promptly report known or suspected violations 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 when appropriate.
Assist other team members as needed to ensure distinctive service.
Perform other related duties as required.