Learning & Talent Development Advisor

Choosecolumbusga; Columbus (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

Pinnacle is seeking a Learning & Talent Development Advisor to support learning initiatives across the firm, develop new opportunities, and ensure staff are knowledgeable of Pinnacle practices and regulatory requirements. This role emphasizes distinctive client service and collaboration with teams to deliver training that reflects Pinnacle values.

Ideal candidates will have a finance/business background, extensive financial services experience, and several years in training or development, with

Qualifications

• College degree preferred – finance or business-related field.
• Minimum of 10 years' experience in financial services.
• Minimum 3-4 years of formal/informal training experience.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Facilitate and support ongoing and new learning initiatives and/or design and develop training content.
• Advise team leaders on training-related initiatives and resources as needed.
• Partner with and assist other team members to ensure timely delivery of training.
• Meet client financial needs and refer to other specialties as appropriate.
• Perform other related duties and responsibilities as assigned.

Skills

Microsoft Office

Public speaking

Communication skills

Project management

Interpersonal skills

Written communication

Education

College degree (finance or business)

Job description

Job Summary

A Learning & Talent Development Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting the learning and development initiatives throughout the firm, developing new learning opportunities as needed and ensuring team members are knowledgeable of Pinnacle practices and maintain regulatory requirements in the areas which the Learning & Talent Development Advisor is responsible.

Job Duties and Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Facilitate and support ongoing and new learning initiatives and/or design and develop training content in a manner that models Pinnacle values. Take ownership of team member's training experience and results. Advise team leaders on training-related initiatives and resources as needed. Partner with and assist other team members as needed to ensure timely delivery of training. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.

Minimum Education

College degree is preferred – finance or business-related field. Minimum of 10 years' experience in financial services.

Minimum Experience

Minimum 3-4 years of formal/informal training experience.

Required Knowledge, Skills & Abilities

Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Specialized knowledge of products/services and/or core application systems in which the Learning and Development team has responsibility. In‑depth understanding of the firm's culture. Knowledge of federal and state banking regulations and compliance. Broad knowledge of bank products and services. Effective interpersonal skills, including verbal and written communication skills. Effectively create, lead and manage projects. Ability to work effectively with a wide range of clients and colleagues. Strong public speaking and presentation skills. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.

Equal Opportunity Employer

Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.