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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.

Performs day-to-day operational tasks for charge-off accounts and collections, including logging, batching, keying transactions, and balancing general ledger accounts. Processes client account initiations, maintenance, and terminations, responds to collections business partner and client inquiries, and follows established policies and risk controls.

Support Financial Advisors by developing comprehensive financial plans and client materials including portfolio allocation, tax and retirement projections, cash flow, estate and education planning, LTIP and cost-basis analyses. Communicate with clients, perform research on tax and market issues, prepare tax returns and filings, execute trades or serve as backup trader, and ensure documentation, compliance, and timely delivery of plans.

Lead and manage all office operations, team development, client relationships, and profitability. Drive growth, ensure service standards and regulatory compliance, oversee lending and credit quality, and support cross-functional referrals. Recruit, retain, and coach staff to meet KPIs and customer satisfaction targets while maintaining a safe, compliant work environment.

Perform detailed financial analysis and credit review of complex commercial loans (Dual Risk Rated), using Moody's scorecards to generate PD/LGD. Collect due diligence, prepare spreads, analyses, reports and presentations for management and regulators. Support M&A portfolio due diligence, audits, exams, and maintain reporting systems. Ensure compliance with firm and regulatory policies, mentor team members, and lead projects as needed.

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.