Job Summary:A Financial Advisor/Area Manager should demonstrate commitment to delivering distinctive service. This position will be responsible for the leadership of the Firm's activities in an assigned geographic area to ensure safety and soundness and will also be responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. This position is accountable for the development of team members, operations, profitability and growth of the area of responsibility, client retention, and achievement of service standards.
Job Duties and Responsibilities:- Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Helps develop and implement the overall business strategy of the firm, its culture and mission statement within the geographic area of responsibility. Works closely with the Area Executive and other officers of the firm to help assure achievement of the business strategy and plan for the firm. Assist in the recruitment and hiring of new team members for their area of responsibility and other areas of the firm. Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client regarding Investment needs and estate planning. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Minimum Education: College degree is required -- finance or business-related.
Minimum Experience: Minimum of 15 years' experience in financial services with a minimum of 10 years' progressively responsible professional/managerial experience.
Required Knowledge, Skills & Abilities: Extensive management/team leader experience required. Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Knowledge of federal and state banking regulations and compliance. Broad knowledge of bank products and services. Excellent verbal and written communication skills. Solid leadership and interpersonal skills. Strong analytical skills and attention to detail. Ability to work independently and prioritize daily tasks. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. 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. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.
