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Support Financial Advisors by processing and closing loans, opening and servicing deposit accounts, monitoring portfolio risk, ensuring data accuracy and compliance, resolving client inquiries, coordinating with credit analysts and advisors, and referring clients to specialty services to deliver accurate, timely, and compliant client service.

Supports business development in Investment Banking, conducts data analytics, financial modeling, and assists in client relationship management and deal execution.

Manage a portfolio of business and individual clients, originate and underwrite commercial and consumer loans, cross-sell deposit and investment products, develop new business through solicitation and referrals, ensure credit quality and regulatory compliance, and coordinate referrals to specialty teams (Trust, Investments, Insurance, Treasury).

The IT Engineer II supports IT system health and modernization, troubleshooting issues, assisting in system design, and providing technical support across departments.

Support Financial Advisors by processing loans and deposit relationships, ensuring data accuracy and compliance, resolving client inquiries, monitoring portfolio risk, clearing collateral exceptions, and referring clients to specialist services to deliver distinctive client service.

Provide frontline banking service across Pinnacle offices as a floating Financial Specialist: handle transactions, open and maintain accounts, ensure regulatory compliance, resolve client issues, support office operations, refer clients to specialty services, and promote client engagement.

Manage and grow a portfolio of business and individual clients: evaluate credit, approve loans within authority, offer deposit and investment solutions, cross-sell products, solicit new relationships, ensure regulatory compliance, and coordinate referrals to specialty teams.

Originate and manage mortgage loan applications, pre-qualify prospects, work with underwriting and operations to ensure compliant, timely closings, maintain regulatory and product knowledge, provide high-quality client service and cross-sell bank products.

The role involves overseeing investment accounting, trade settlement, portfolio data integrity, and cross-functional reporting within Treasury and Accounting. It requires experience in investments and financial data management.

The Mortgage Advisor provides lending services, promotes mortgage products, generates loan referrals, and executes the loan application process. They also network with real estate professionals and maintain compliance with lending regulations.