Client Service Advisor

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Goodlettsville, TN, US

6 days ago Requisition

At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people.

• We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance and Discipline.
• We hire experienced professionals who understand the industry and provide effective advice.
• We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly – it’s about creating a client experience that is unmatched.

But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

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 refers clients to…