Growth-Focused Office Leader – Client Experience & Service

synovuscareers; Yulee (FL); On-site; USD 90,000 - 125,000; Full time

Job summary

Pinnacle seeks an Office Leader to manage operations, lead a team, and drive growth in the local market. The role focuses on delivering distinctive service, maintaining client relationships, and achieving service standards across the office.

The position requires leadership, market knowledge, and strong communication to ensure profitability and a best-in-class client experience in a fast-paced environment.

Qualifications

• Proven leadership and staff development experience.
• Experience in financial services and local market preferred.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Respond to client inquiries and resolve issues promptly.
• Lead and develop office team to achieve growth, profitability and client retention.
• Ensure compliance with federal and state regulations and internal policies.
• Achieve office KPIs including retention and customer satisfaction scores.

Skills

Microsoft Office

Leadership

Client relations

Communication

Financial services knowledge

Regulatory compliance

Education

High School Diploma or equivalent

College degree preferred

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

Pinnacle seeks an Office Leader to manage operations, lead a team, and drive growth in the local market. The role focuses on delivering distinctive service, maintaining client relationships, and achieving service standards across the office.

The position requires leadership, market knowledge, and strong communication to ensure profitability and a best-in-class client experience in a fast-paced environment.