Office Leader - Amelia Concourse - Banking experience required

Synovus•Yulee, FL

About The Position

The Office Leader is responsible for the operations and functions of an assigned office, including leading and developing team members, overseeing office operations, and driving profitability and growth. The role focuses on client retention, service standards, existing client relationships, and developing new business through solicitation of qualified prospects. The Office Leader provides distinctive service to clients and prospects, leads the team in executing Pinnacle’s strategic plan and values, and is accountable for the performance and engagement of team members assigned to the office. The role develops and maintains a client base, supports clients’ financial needs with appropriate banking products and referrals, and achieves office growth, income, profitability, and service goals. It also involves assessing prospective borrowers’ creditworthiness, recommending lending decisions, maintaining credit quality, and ensuring compliance with legal and regulatory requirements. 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 required; a college degree and management or team-leader experience are preferred. The role may require NMLS registration and issuance of a unique identification number in accordance with 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.
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.
Leadership and interpersonal skills.
Demonstrated financial management and analytical ability.
Problem-solving ability and strong attention to detail.
Ability to negotiate difficult situations positively and respond effectively to sensitive inquiries or complaints.
Ability to support clients and team members with questions about products, services, and procedures.
Ability to maintain 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; tact and diplomacy when dealing with clients and team members.
Ability to perform the physical activities described, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and activities such as bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.
May be required to obtain NMLS registration and a unique identification number within the established timeframe after initial employment, including 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 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, and elevate the client experience in the local market.
Engage, lead, oversee, and develop office team members; coordinate performance matters involving team members who report to other leaders with those leaders.
Lead team members in achieving their goals and objectives.
Develop and maintain a client base that meets predetermined performance standards.
Achieve office growth, income, and profitability goals as measured by monthly KPI reports.
Maintain personal knowledge of the local market to provide effective advice.
Provide loan products suited to clients’ needs; analyze prospective borrowers’ creditworthiness and recommend decisions.
Ensure credit quality for loans under the Office Leader’s responsibility.
Foster a successful working environment and meet stated team retention, survey, audit, and work-environment targets.
Comply with legal and regulatory requirements, including applicable federal and state banking regulations.
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 deliver distinctive service.
Perform other related duties and responsibilities as assigned.