Strategic Financial Advisor: Client-Centric Banking & Lending

Pinnacle Financial Partners, Inc.; Richmond, Northern (VA, KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Pinnacle Financial Partners, Inc. is seeking a Financial Advisor to manage an existing client portfolio and aggressively pursue new business. The role involves building relationships with business owners, individuals, and professionals aligned with Pinnacle’s market segments.

The position emphasizes distinctive client service, credit analysis, and cross-selling of banking products while supporting the firm’s risk and KPI standards.

Qualifications

• College degree is preferred – finance or business-related field.
• 10 years’ experience in banking/financial services.
• Knowledge of consumer and commercial banking products.
• Strong knowledge base relative to consumer and commercial loan documents.
• Knowledge of compliance and federal banking regulations.
• Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.

Responsibilities

• Provide distinctive service to clients and prospects in person and over the telephone.
• Administer and manage client loan portfolio consistent with credit policies.
• Provide a full array of loan products to meet financing needs.
• Meet designated standards for risk rating and KPI reports.
• Develop and manage business relationships with prudent growth and credit quality.
• Cross-sell appropriate financial products including depository accounts and treasury management.
• Solicit new personal and business banking relationships.

Skills

Client service

Communication

Analytical thinking

Multitasking

Sales/prospecting

Education

College degree preferred (finance/business)

Tools

Microsoft Office

Job description

Pinnacle Financial Partners, Inc. is seeking a Financial Advisor to manage an existing client portfolio and aggressively pursue new business. The role involves building relationships with business owners, individuals, and professionals aligned with Pinnacle’s market segments.

The position emphasizes distinctive client service, credit analysis, and cross-selling of banking products while supporting the firm’s risk and KPI standards.