Financial Services Professional

2 weeks ago

Charlotte, North Carolina, United States Pinnacle Bank Full time
Job Summary

Pinnacle Bank is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for managing a portfolio of existing clients and developing new business through aggressive solicitation of qualified prospects.

Key Responsibilities
  • Provide distinctive service to clients and prospects, in person and over the telephone.
  • Respond to client inquiries and satisfactorily resolve issues.
  • Support firm-wide achievement of the three-ring standard.
  • Administer and manage client loan portfolio consistent with the Firm's credit policies.
  • Provide a full array of loan products designed to meet the financing needs of clients.
  • Meet all designated Pinnacle standards for appropriate risk rating, credit soundness thresholds, and critical action items.
  • Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request.
  • Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality.
  • Negotiate credit extensions.
  • Approve loans under approved authority limits.
  • Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility.
  • Provide deposit products, including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's.
  • Cross-sell all appropriate financial products, including but not limited to Depository Accounts, Treasury management, and Investment Products.
  • Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning.
  • Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department.
  • Solicit new personal and business banking relationships.
Requirements
  • 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.
Work Environment

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 Bank is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve.

All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

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