Office Leader: Elevate Client Experience & Growth

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

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