Client Service Advisor - West Boca Raton

A Client Service Advisor should demonstrate commitment to delivering distinctive service. This position provides professional and distinctive service to our clients by embracing The Pinnacle Way. Responsibilities include opening new accounts for all products, providing maintenance on all accounts, assisting clients with service needs, and participating in new business development activities. This position is responsible for managing a portfolio of clients and development of new business through 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.

• 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).
• Administer and Manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of the client.
• Meet all designated Pinnacle standards for appropriate risk rating, credit soundness thresholds, and critical action items.
• Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality.
• Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's.
• Identify and deliver solutions that include all appropriate financial products based on "meeting all the clients' needs".
• 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.
• 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 with regard to Investment needs and estate planning.
• Participate in developmental and training activities as well as projects as directed by management.
• 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.
• 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).
• Manages the annual performance management and merit processes for direct and indirect reports as applicable. Coaches and develops team members and builds a work environment where team members are engaged and feel a positive sense of achievement about their role in the company. Works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resources related matters.
• Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
• Meet all the client's financial…