Team Member Operations Specialist

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.

• We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
• We hire experienced professionals who understand the industry and provide effective advice.
• We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly -- it's about creating a client experience that is unmatched.

But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

Summary of Position

A Team Member Operations Specialist should demonstrate commitment to delivering distinctive service. A TMX Operations Specialist needs to be highly organized and detail-oriented to support the execution of key initiatives across various aspects of team-member experience. This role is ideal for someone who understands the big picture while operating with precision to ensure every detail is executed with excellence.

Primary Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
• Supports the administration, coordination and execution of many team member experience initiatives and programs.
• Supports development and delivery of onboarding and orientation experiences.
• Manages logistics, materials, and communications for some key programs and events.
• Partners with stakeholders to gather inputs, align timelines, and ensure readiness.
• Maintains organized trackers, documentation, and reporting to keep work on track.
• Ensures accuracy, consistency, and timeliness across all deliverables.
• Identifies and proactively addresses gaps, risks, or execution challenges.
• Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
• Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
• Assist other team members as needed to ensure delivery of distinctive service.
• Perform other related duties and responsibilities as assigned.