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Serves as a floating banking financial specialist across Pinnacle offices, providing client service, processing deposits and withdrawals, opening and maintaining accounts, handling transactions, resolving issues, and ensuring regulatory compliance. Supports office operations, manages reports, assesses fraud and loss risks, and identifies client needs. Refers clients to trust, investment, insurance, and treasury specialists while maintaining accurate, efficient service and assisting team members as needed.

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.

Provides comprehensive branch banking service, including client transactions, account opening and maintenance, issue resolution, compliance, reporting, and referrals to specialized financial services. Serves as a primary client contact, supports office operations, manages fraud and loss exposure, and promotes business and personal banking products while delivering a high-quality client experience.

Serve as primary client contact for wholesale banking relationships: manage deposit portfolios, ensure KYC/compliance, onboard clients, resolve account issues, maintain data integrity, and identify cross-sell opportunities.

Supports strategic sourcing through spend analysis, purchasing-data reporting, benchmarking, RFI and RFP development, contract administration, and sourcing-system maintenance. Assists with contract reviews, supplier and business-partner management, sourcing process improvements, financial analyses, forecasting, compliance reporting, and development of sourcing tools and procedures. Collaborates with legal, business partners, management, and external organizations to resolve issues and improve procurement effectiveness.

Provides operational and analytical support for strategic sourcing, including spend analysis, benchmarking, reporting, RFI/RFP development, contract administration, and sourcing system maintenance. Reviews purchasing data, supports contract approvals, develops sourcing processes and controls, and collaborates with business partners, legal teams, and management. Requires attention to compliance, risk management, process improvement, and industry best practices.

Supports firm-wide banking applications, including system setup, control tables, parameters, maintenance, testing, data extracts, reporting, and end-user support. Leads deposit, teller, and platform projects through review, management, and implementation. Provides client service, resolves application issues, supports product changes, and refers clients to specialized financial services. Requires strong analytical, communication, problem-solving, regulatory, and banking knowledge.

Leads all office operations, team performance, client relationships, profitability, growth, lending quality, compliance, and service delivery. Develops team members, manages existing and prospective clients, analyzes borrower creditworthiness, recommends lending decisions, promotes banking products, and refers clients to specialty services. Ensures regulatory compliance, achieves office KPIs, maintains client and employee retention, and fosters a productive work environment.

Serve as primary client contact delivering banking services and account maintenance, process transactions and new accounts, ensure regulatory compliance, support office operations, refer clients to specialty services, and perform other branch duties to drive client satisfaction and reduce risk.

Serve as liaison between business and centralized AI teams to identify, prioritize, and implement AI and automation opportunities. Analyze workflows, manage projects end-to-end, coordinate stakeholders, and drive change management, training, and adoption to deliver measurable operational efficiencies and improved client and employee experiences.