Financial Advisor

About the role

A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle’s market segmentation.

Primary responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
• Administer and manage client loan portfolio consistent with the Firm’s credit policies while meeting the financial needs of clients.
• Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans.
• Maintain compliance with the Firm’s credit policies and regulations for all loans under his/her responsibility.
• Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning.
• Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members.
• Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department.
• Perform other related duties and responsibilities as assigned.

Description of experience, education, and training

• 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.

Description of capabilities, physical requirements, and abilities

• Excellent interpersonal skills, including verbal and written communication skills.
• Effective analytical and mathematical reasoning skills with a strong attention to detail.
• 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.
• Flexibility and ability to multi-task.
• Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.

Paid benefits

The posting does not specify any benefits.

Pay

The estimated annual salary range for this position is $70,084.

Schedule

The posting does not specify the schedule.