Office Leader - Commercial Blvd - Oakland Park FL

Synovus•Oakland Park, FL

About The Position

The Office Leader is responsible for the operations and functions of the assigned office, including team leadership and development, office profitability and growth, client retention, service standards, existing client relationships, and new-business development through solicitation of qualified prospects. The role delivers distinctive service to clients and prospects, supports the firm-wide three-ring phone-answering standard, and executes Pinnacle’s strategic plan and values. The Office Leader oversees and engages team members, leads them toward their goals, and fosters a productive and positive work environment. The role manages client relationships, builds and maintains a client base, meets office growth, income, and profitability targets, and provides financial-services guidance, including loan products and creditworthiness recommendations. It also supports client needs through appropriate referrals to specialty areas and ensures compliance with legal, regulatory, risk, and company requirements. The position manages applicable performance and merit processes, coaches and develops employees, and works with Human Resources on employee relations and staffing matters. It may require registration and a unique identification number through the Nationwide Mortgage Licensing System (NMLS), including a nationwide fingerprint check, within the established timeframe after employment begins. The description notes that it is a general outline and not a comprehensive inventory of all duties or qualifications.

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, leadership skills, and interpersonal skills.
Demonstrated financial management and analytical ability.
Effective problem-solving skills and strong attention to detail.
Ability to negotiate difficult situations with positive outcomes and respond effectively to sensitive inquiries or complaints.
Ability to support clients and team members with questions 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 when dealing with clients and team members.
Ability to perform the stated physical activities, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and at times bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
Successful NMLS registration and issuance of a unique identification number may be required within the established timeframe after initial 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 that calls are answered by a live person within three rings.
Execute Pinnacle’s strategic plan 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 qualified prospect solicitation.
Lead, engage, oversee, and develop team members; help them achieve goals and coordinate performance matters with other leaders when applicable.
Develop and maintain a client base and achieve office growth, income, profitability, and service-performance goals as measured by monthly KPI reports.
Maintain knowledge of the local market and provide effective financial advice and a range of loan products suited to client needs.
Analyze potential borrowers’ creditworthiness, recommend decisions, and ensure credit quality for loans under the leader’s responsibility.
Maintain a successful work environment and meet stated office targets for retention, survey results, audit ratings, and work-environment survey ratings.
Comply with legal, regulatory, risk, policy, procedure, and role-specific requirements; report known or suspected violations to the appropriate company authority 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 applicable annual performance-management and merit processes for direct and indirect reports.
Coach and develop team members and foster engagement and a positive sense of achievement.
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.