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Provides investment advice, builds and manages client portfolios, develops new business, evaluates financial needs and risk tolerance, recommends suitable investment products, executes transactions, maintains accounts, monitors portfolio performance, and delivers client service while meeting sales, production, compliance, and licensing requirements.

Manages enterprise and departmental projects from planning through delivery, ensuring schedule, budget, quality, governance, and stakeholder expectations are met. Coordinates resources, milestones, reporting, risks, dependencies, change requests, requirements, and project controls. Collaborates with business and technical stakeholders, supports system design requirements, maintains audit readiness, and resolves issues. Requires at least three years of broad technical and non-technical experience, including two or more years managing projects.

Supports Financial Advisors by processing loans, opening and servicing deposit accounts, monitoring portfolio risk, maintaining accurate client and loan data, resolving client issues, ensuring regulatory compliance, and coordinating recurring financial account tasks. Provides distinctive client service and refers clients to specialized areas including Trust, Investments, Insurance, and Treasury Management.

Serves as a primary client contact for banking services, handling transactions, account openings, maintenance, wires, debit cards, and issue resolution. Ensures regulatory and policy compliance, manages operational reports, assesses fraud and loss risks, and refers clients to specialized financial services. Supports office leadership and may coach team members, manage performance processes, and coordinate with Human Resources.

Provides branch-based financial services across Pinnacle offices, including client service, banking transactions, account opening and maintenance, compliance, fraud-risk management, operational reporting, and referrals to specialty financial teams. The role serves as a floating specialist, supporting office leaders and teams while resolving client inquiries and delivering personalized business and personal banking solutions.

Leads all office operations, team development, client service, profitability, compliance, and business growth. Manages client relationships, develops new business, recommends lending decisions, oversees credit quality, achieves performance targets, and coordinates financial product referrals. Coaches employees, manages performance processes, supports regulatory compliance, resolves client issues, and maintains a productive work environment.

Provides client-facing banking services across Pinnacle offices, including deposits, withdrawals, account openings, maintenance, wire transfers, debit cards, safe deposit support, and issue resolution. Ensures compliance with banking regulations and firm policies, manages operational reports, supports office leadership, identifies client needs, and refers clients to specialized financial services. The role requires floating assignments across offices and extensive financial-services experience.

Leads first-line operational and technology risk management across banking operations. Oversees risk assessments, control evaluations, remediation plans, governance, reporting, regulatory alignment, and escalation of significant risks. Advises senior leadership on risk responses, change initiatives, emerging exposures, and control effectiveness while partnering with audit, compliance, security, legal, privacy, and third-party risk functions. Develops risk frameworks and promotes a sustainable risk culture.

Provides comprehensive client service in a banking office, including deposits, withdrawals, account opening and maintenance, wires, debit cards, safe deposit assistance, research, and issue resolution. Advises clients on financial products and refers them to specialty services. Ensures compliance with banking regulations, manages operational reports, supports the office leader, and coaches team members while maintaining risk controls and service standards.

Leads a financial services office by managing operations, profitability, client relationships, lending activities, compliance, and business growth. Oversees and develops team members, manages performance processes, resolves client issues, evaluates borrower creditworthiness, recommends lending decisions, and ensures regulatory compliance. Builds the office’s client base, meets service and performance standards, and refers clients to specialized banking services such as investments, insurance, trust, and treasury management.