Pinnacle Bank
A Financial Advisor Associate at Synovus Bank supports Financial Advisors in documenting and processing loans, establishing deposit relationships, and ensuring data accuracy to mitigate risk. The role involves providing distinctive client service, resolving inquiries, and maintaining compliance with banking regulations. It requires monitoring portfolio risk, preparing loan documents, and collaborating with team members to address recurring tasks and client 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.