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, assisting with service needs, and participating in new business development activities. The position serves as the primary financial advisor, identifying solutions to meet all client financial needs.
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.
Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market
Bank of America
Corporate Banking Advisor
City National Bank of Florida
Premier Client Specialist
BMO
Financial Service Advisor
FedChoice Federal Credit Union
Financial Service Advisor
FedChoice Federal Credit Union
Private Client Advisor
NBH Bank