Office Leader

Pinnacle Financial Partners; Arlington (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Pinnacle Financial Partners in Arlington, TX seeks an Office Leader to drive operations, profitability and growth of the office while developing associates and maintaining key client relationships. You will lead the team to deliver distinctive service, manage client retention, and pursue new business through proactive solicitation, while upholding Pinnacle's values and standards.

The role requires ten years in financial services, strong leadership, and proficiency in compliance, with a focus on

Qualifications

• High School Diploma or Equivalent – College degree is preferred.
• Minimum of 10 years’ experience in financial services industry in the local market area with an existing book of business.
• Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
• Comprehensive knowledge of the financial services industry, client services, operations, and leadership. Demonstrated financial management and analytical ability.
• Knowledge of federal banking regulations, security, risk management, and compliance.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Execute Pinnacle’s strategic plan every day for their assigned office.
• Ensure all associates in the office understand and demonstrate the Pinnacle values.
• Responsible for all client relationships managed personally and through team members in the office.
• Lead and engage the Pinnacle Team to be the best financial services firm and the best place to work in the Southeast.
• Lead associates in the office in achieving their goals and objectives.
• Elevate the client experience to unimagined levels in their market.
• Develop and maintain a client base to achieve predetermined targeted performance standards.

Skills

Leadership

Client service

Communication

Analytical ability

Team management

Education

High School Diploma or Equivalent

College degree preferred

Tools

Microsoft Office

Job description

At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people.

• We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance and Discipline.
• We hire experienced professionals who understand the industry and provide effective advice.
• We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly – it’s about creating a client experience that is unmatched.

But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

SUMMARY OF POSITION:

An Office Leader should demonstrate commitment to delivering distinctive service. This position will be responsible for the operations and functions of the office including the leadership and development of associates and operations, profitability and growth of the office, client retention, achievement of service standards, management of existing client relationships and development of new business through aggressive solicitation of qualified prospects.

PRIMARY 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).
• Execute Pinnacle’s strategic plan every day for their assigned office.
• Ensure all associates in the office understand and demonstrate the Pinnacle values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
• Responsible for all client relationships managed personally and through team members in the office.
• Lead and engage the Pinnacle Team to be the best financial services firm and the best place to work in the Southeast. Office leaders are accountable for engaging and leading all associates assigned to their office.
• Lead associates in the office in achieving their goals and objectives. Office Leaders are responsible for the oversight of all associates assigned to their office. Performance of associates reporting to other leaders should be coordinated with that leader.
• Elevate the client experience to unimagined levels in their market.
• Develop and maintain a client base to achieve predetermined targeted performance standards.
• Achieve growth, income and profitability goals for the entire office as measured on monthly KPI reports.
• Develop and maintain personal knowledge of the market to ensure delivery of effective advice.
• Provide a full array of loan products designed to meet the client’s needs.
• Analyze the credit worthiness of a potential borrower and recommend decision.
• Ensure credit quality for all loans under his/her responsibility.
• Achieve and maintain a successful working environment conducive to the development and motivation of qualified, productive, cross-functional associates by achieving the following goals:
• 95% retention rate,
• 4.75 or above average on all office surveys,
• Satisfactory rating or higher on office audits,
• 75% or higher Top Box Rating on Work Environment Survey, and
• 4.75 or higher average on annual Work Environment Survey.
• Comply with all legal and regulatory requirements.
• Meet all the client’s financial needs, both business and personal, and refers 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.

DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:

• High School Diploma or Equivalent – College degree is preferred.
• Minimum of 10 years’ experience in financial services industry in the local market area with an existing book of business.
• Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
• Comprehensive knowledge of the financial services industry, client services, operations, and leadership. Demonstrated financial management and analytical ability.
• Knowledge of federal banking regulations, security, risk management, and compliance.

DESCRIPTION OF CAPABILITIES, PHYSICAL REQUIREMENTS, AND ABILITIES:

• Excellent interpersonal skills, including verbal and written communication skills.
• Ability to engage and lead a team to perform at a high level of expertise and service including associates who are not direct reports.
• Ability to serve as a role model for other associates.
• Effective analytical and problem-solving ability with a strong attention to detail.
• Ability to negotiate difficult situations with positive outcomes.
• Ability to support requests from clients and team on products, services, and procedures.
• Ability to maintain compliance with Federal regulations without detriment to service.
• Ability to work independently and prioritize daily tasks.
• Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
• Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
• 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.

POSITION STATUS: EXEMPT

DATE: 06.22.2011

Pinnacle is an Equal Opportunity and Affi…