JOB SUMMARY:
The Onboarding Coordinator is responsible for managing the onboarding process for new team members, ensuring a seamless and positive experience as they transition into the organization. This role coordinates all aspects of onboarding, including documentation, compliance, orientation, and integration, while collaborating with various departments to support new hires and organizational objectives.
JOB DUTIES & RESPONSIBILITIES:
- Coordinate and oversee the end-to-end onboarding process for new team members;
- Develop and implement onboarding strategies to ensure a smooth and efficient transition;
- Manage onboarding documentation, compliance requirements, and system access;
- Collaborate with HR, IT, and other departments to facilitate training, orientation, and integration;
- Monitor onboarding progress and address any issues or delays;
- Provide guidance and support to new employees throughout the onboarding period;
- Maintain up-to-date knowledge of industry best practices and regulatory requirements; prepare onboarding reports and metrics for management;
- Identify opportunities for process improvement and innovation;
- 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.
- Foster a culture of collaboration and continuous improvement within the onboarding team.
- 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).
- 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 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.
- Performs other related duties as required.
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 Experience: Minimum of 5 years' experience in human resources, learning development or financial services.
- Excellent interpersonal skills, including verbal and written communication skills.
- Excellent organizational skills and attention to detail.
- Ability to work well in a fast-paced, team-oriented environment.
- Experience with onboarding systems and process improvement.
- Possess strong interpersonal skills and the ability to work effectively with a wide range of clients and colleagues.
- Tact and diplomacy in dealing with both business partners, 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.
Location: This position is on-site at our Nashville Yards office in Nashville, Tennessee.
POSITION STATUS: NON-EXEMPT
DATE: 03.24.2026
Pinnacle is an Equal Opportunity Employer committed to supporting a culture of engagement so our workforce can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
Skills Required
- High school diploma
- At least 5 years of experience in human resources, learning and development, or financial services
- Experience with onboarding systems and process improvement
- Excellent verbal and written communication skills
- Excellent organizational skills and attention to detail
- Ability to work in a fast-paced, team-oriented environment
- Strong interpersonal skills and ability to work effectively with clients and colleagues
- Tact and diplomacy when dealing with business partners, clients, and team members
- Ability to perform the listed physical activities and sustain prolonged periods of concentration
Pinnacle Financial Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Pinnacle Financial Partners and has not been reviewed or approved by Pinnacle Financial Partners.
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Strong & Reliable Incentives — Incentives are broadly available across the organization, with programs designed to link rewards to performance. Annual bonus opportunities and stock components can enhance total compensation when business results are strong.
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Retirement Support — The 401(k) plan offers immediate eligibility, per‑pay‑period employer matching, and day‑one vesting. This structure makes retirement savings straightforward and valuable from the start.
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Fair & Transparent Compensation — Pay is set using market‑based approaches with performance‑linked increases. A stated pay‑transparency policy supports clarity around how compensation is determined.
Pinnacle Financial Partners Insights
What We Do
Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services, delivered with distinctive service and effective advice to businesses and individuals who want a banking relationship that goes beyond transactions. It was founded in Nashville, TN, in 2000 to break the traditional mold and create an award-winning workplace that would attract and retain the best, most experienced financial services professionals. The founders believed that associates who love their jobs and enjoy work-life balance would naturally give their very best to clients. ---------------------------------------- Pinnacle associates actively monitor this page but cannot guarantee a response to client service inquiries sent via comments or messages. Please visit PNFP.com/Contact to reach our Client Service Center. This page is intended for sharing content about and from Pinnacle and its associates for the benefit of their networks. We will not tolerate harmful or derogatory comments or messages of any kind about the firm, its associates, clients, shareholders or other stakeholders. For questions, feedback, comments or complaints, please reach out to our Client Service Center at PNFP.com/Contact. *Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Pinnacle Asset Management and Pinnacle Bank are independent of RJFS. Securities are not deposits, NOT FDIC or other government agency insured and are NOT GUARANTEED by Pinnacle Bank. Subject to risk and may lose value.
