Financial Advisor

About the role

Pinnacle Bank seeks a Financial Advisor to deliver distinctive service to clients and prospects, in person and over the telephone. This role involves managing a portfolio of existing Firm clients and developing new business through aggressive solicitation of identified qualified prospects. The position requires a college degree in finance or a related field, 10 years of experience in banking/financial services, and proficiency in Microsoft Office.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Administer and manage client loan portfolio consistent with the Firm’s credit policies while meeting the financial needs of clients.
• Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality.
• Negotiate credit extensions and work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans.
• Approve loans under approved authority limits.
• Ensure 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 and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
• Perform other related duties and responsibilities as assigned.

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.

Qualifications

• 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.

Skills

• Microsoft Office (Word, Excel, and PowerPoint).

Benefits

Details about benefits are not specified in the job posting.

Pay

The estimated salary range for this position is $54,411 per year.

Schedule

The schedule details are not specified in the job posting.