Pinnacle Bank · 1 day ago
Market Portfolio Assistant
bogart, GA, US
Full-time
Onsite
Mid, Senior Level, Lead/Staff
10+ years expPinnacle Bank is seeking a Market Portfolio Assistant to support Business Bankers with various office duties and exceptional customer service. The role involves assisting clients, managing loan documentation, and ensuring compliance with regulatory requirements while fostering long-term customer relationships.
BankingFinanceFinancial Services
Responsibilities
Cross selling bank products and services to customers through telephone contacts and personal visits
Building long-term customer relationships
Maintaining a positive service mentality
Ensuring superior quality service in completing all customer transactions
Matching the financial needs that achieve those customer goals with product and service solutions
Demonstrating an accurate knowledge of the bank's products and services
Completing job duties in accordance to compliance guidelines and regulations
Supporting the bank's strategic goals, vision, mission, core values, service standards and service philosophy in actions, words and deeds
Prospecting for new clients
Obtaining appointments by telephone and in person
Conducting interviews with prospects and clients
Closing the deal
Asking for referrals
Tracking new business through completion
Initiating communications with vendors on behalf of clients
Documenting and maintaining records of all transactions and communications with clients
Keeping records of sales results
Having knowledge, skills, and experience with loan software
Knowing loan documentation necessary for consumer and commercial lending
Having knowledge of lending regulations
Knowing how to read financial statements
Identifying and interpreting trends in financial data
Having a working knowledge of compliance guidelines for the bank and the industry
Having broad, general knowledge of insurance products
Understanding loans and commitment letters
Other as required to meet departmental needs
Qualification
Required
High school diploma, College preferred
Must have a basic knowledge of the bank's products and services
Must have a willingness to serve
Must be able to function efficiently in a network environment and have a working knowledge of Microsoft Office and SharePoint
Must be able to function efficiently on a general business level of math, possess general accounting knowledge (i.e. debits, credits, and an understanding of the bank's account reconciliations)
Project a professional image by adhering to guidelines in the employee handbook
Must be able to collect, research, and analyze information skillfully
Must be a self-starter, a creative thinker, flexible, eager, nurturing, open to change and exhibit good judgment
Must be a leader by example, attentive to detail, work well with others and responsive to supervisory guidance
Must be able to identify and interpret trends in financial data
Must have a working knowledge of compliance guidelines for the bank and the industry
Must know loan documentation necessary for consumer and commercial lending
Must have knowledge of lending regulations
Must know how to read financial statements. This includes the balance sheet, profit & loss statement, and cash flow statement
Must have knowledge, skills, and experience with loan software
Broad, general knowledge of insurance products
Must understand loans and commitment letters
Preferred
Ten-year banking, administrative and related sales experience preferred
Company
Pinnacle Bank
Pinnacle Bank is a state-chartered community bank that aims to provide its products and services to its customers.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$26.13M2021-02-24Debt Financing· $25M
2019-05-23Series Unknown· $1.13M
Leadership Team
D. Scott Wilson
CFO/EVP
Jenny Wofford
SVP, Chief Strategy Officer
Recent News
Talk Business & Politics
2026-01-16
2025-12-18
Company data provided by crunchbase