analyst

Pinnacle Financial Partners

Each morning I arrived at 7:30 am to make sure our overnight work transmitted and reports were ready for Officers to meet with customers to review their investment reports and make sure that we have enough money to operate each day. Some days are smooth and some can be really crazy and stressful when the system goes down and we did not get our work transmitted due to the server going down, causing us to wait almost a half day before IT could get it back up and running;therefore we have to do everything in 4 hours that it takes 8 hours to do on a normal working day. I have to run reports, balance transactions and print checks for our customers and make sure there are no large overdrafts.The hardest part of my job requires meeting deadlines and not having enough time in the day to get everything done, that's why I must focus on how to organize my day, prioritize work by doing my most difficult task in the morning. When you work at a fast and steady pace I emphasize strategies to use to avoid making mistakes like transposing numbers. If I need too I will go above and beyond, and stay late to complete tasks but first I check with my supervisor to make sure it is okay. Some jobs require communicating with, employers, staff and clients throughout the workday, either by phone conversations, emails or in-person meetings, that's when teamwork comes into play. We all work together to get the job done. We respect our internal customers with the same respect that we give our external customers. The most enjoyable part of my job is when you arrived at work my coworkers and I come in with a smile and we greet and hug each other and ask "how was your evening and how is your family", which means a lot to know we care about each other. Also having a boss and management that appreciates the work that I do and always thanking me for the hard work at the end of the day and keeping our customers satisfied because they are the ones that make it possible for me to have a job, where I can earn a pay check.

1. You can be doing EVERYTHING correctly, sending your 12 surveys, answering the phone before the 3rd ring, rushing your bathroom breaks, staying late, volunteering to work OT but god forbid you’re not on your phone right on the dot of your start time. Need to turn your computer on? Sign into 5 systems? Nope that’s not part of your job you need to do that BEFORE your start time so be prepared to come in early to put your bags down, sign into your 5 systems or else you’ll get written up if you're on the phone 4 mins later 

2. Micromanage. If you don’t mind telling other grown adults you have upset Bowels or you’re on your menstrual cycle and will be using the restroom more then once and it’ll take longer then 2-3 mins then this job is for you. 

3. These rules to don’t apply to everyone . They pick and choose who.

4. If you’re a nursing mom be prepared to feel like your breaks for pumping are a privilege and not the LAW. 

5. You have to work 3 weekends a month but you will be harassed to work every weekend and work more on the weekdays. 

6. Need time off  or have a birthday you’d like to enjoy at home and not being talked to like trash so you think telling them 5-6 months in advance is enough time.. NO! It’s not and it will get denied but best believe they’ll continue to ask you to give up your free time..

6. Need to change a 30 min break because you need to pick up your child from school because she cannot take the bus because of bullies. DENIED! The call center will burn down if you change it from 11:30 to 2:30.

This place sucks. I was told it was a amazing work environment and that it was not like a true call center… but it is and honestly I don’t mind the calls. Dealing with random people is no big deal but when management wants to knit pick and micromanage that’s when I have a issue. Especially if my calls are great. BUT.  I was bamboozled. Don’t make the same mistake I did. Management here is horrible. 

The culture at Pinnacle is like no other! The leadership team values their associates and it shows in bonuses/pay/PTO and just the everyday culture. Providing distinctive service to the clients is the most important part of everyone’s job which includes no pushing sales or sales goals. Their hiring design works. Engaged associates providing distinct service and effective advise to engaged clients is what sets Pinnacle apart. It is people-driven not sales-driven!
They hire highly experienced financial associates for a position that you will want to be in for the long term. There isn’t much opportunity for advancement. Not saying you can’t, it’s just not a focus. There are opportunities provided for growth in all areas of your life with things like book clubs and health enrichment programs. But with that said, there is no salary cap and bonuses and salary increases are much more than any other bank I have worked for. Individual performance is rewarded regularly and the company’s performance is rewarded annually with cash incentives and stock option grants to each associate.   You will just want to apply for a position that you really love and will want to be in for the long term.
 There is an open line of communication from the CEO all the way to each office. The company allows each associate the opportunity to make their own decisions when necessary and you are not micro managed. It has been the best bank I have worked for.

A typical day begins with emails from unidentified individuals due to the culture not allowing titles in email signature. Cause and effect , someone should have shouted the additional time spent in searching whose who could be used elsewhere, like producing. I learned ask for all pre employment commitments in writing. The promise of leads from FA was never realized for the market. Management lack integrity and always provide excuses instead of action and blame the employee. Horrible management skills. Personally attacks without verifiable evidence. Sets themselves up for future lawsuits. Training is ridiculous and led by non mortgage officers or underwriters. Who needs training on administration? We are loan officers. The training is never conclusive and the managers think as long as the trainers remain their friend it’s ok. Worthless culture and mindset. 

The first thing I noticed at Pinnacle Financial Partners was the incredibly welcoming culture. From day one, I felt supported—especially by the commercial real estate team, who were fully invested in my success and took the time to help me learn and grow in my role.

I truly felt like I was working among friends, surrounded by colleagues who showed genuine care and concern for one another. The sense of teamwork and community made every day rewarding.

Pinnacle Financial Partners remains one of the best places I’ve ever worked, and I genuinely regret leaving the company.

I have never worked for a firm that placed such a high premium on creating an excited and engaged workforce.  Creating this workplace culture is an intentional act.  All associates take part in the equity incentive plan.  All associates take part in the annual cash incentive plan (and either win or lose together...no one receives a bonus unless everyone receives a bonus, CEO included).  All associates are invited to participate in book clubs and to attend quarterly meetings.  Communication from management is honest, frequent, and thorough. I can sum it up by saying this is the first time in my career that I don't feel like I'm doing a job;  I feel like I'm being a part of something.

• Teller   • Manage branch cash   • Document retention, conducted cash box audits   • Vault handler, mediated problems   • Balance ATM and work night depository   • Order supplies for the branch and tellers (new account kits as well)   • Work on platform-side opening personal accounts   • Worked on a number of reports, including but limited to, SDB audits, exceptions, NSF   • Maintenance on accounts including changing address’s and ordering debit cards   • Help out at other branches when needed • The hardest part of my day was when it was slow and there was nothing to do. I liked to keep busy and to be needed.

Working at Pinnacle was the best experience I've ever had. If I didn't have to leave due to other life events, I would still be there! The camaraderie that develops between you and those you work with is something I have never experienced before. Pinnacle takes the time to train you and make you comfortable. Even after training, the support system you have is unparalleled. I could not recommend this financial institution enough. They truly care not only about the clients, but the individuals who work there.

My typical day at work is several tasks to complete. I enjoy all aspects of loan processing (gathering information, working with all types of individuals, reviewing all documentation). The hardest part of my job was solving title issues however, that is what I do well.

Training was horrible with no on-site training on the job. Manager listened to employees opinion on other staff to give job reviews and other employees don't like everyone fairly, very click relationships. Tellers broke all kind of rules to help friends. Like announcing a drawer audit before so the teller would sell over limits back to the vault. Vault teller let friends use the vault keys instead of keeping them safe. 

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