Pinnacle Bank
The Client Service Advisor provides professional and distinctive service to clients by managing a portfolio of business entities, business owners, and individuals. This role involves opening and maintaining accounts, resolving client inquiries, and participating in new business development activities. The position serves as a primary financial advisor, offering tailored financial solutions and referring clients to specialty areas as needed.
Personal Banking
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Pinnacle Bank.
Pinnacle Bank didn’t post a salary, so this is our estimate from similar listings.
11% below the average for this role