Pinnacle is a home for business owners and others who are sick and tired of impersonal service dictated by leaders and committees a thousand miles away. They come to Pinnacle for a distinctive experience they can’t get anywhere else.
Our firm is built to deliver community bank service backed by the resources and sophistication of a much larger firm. We build relationships and win business by getting back to the roots of banking: a shoe leather approach based on personal attention.
Our prospecting emphasis is on advice, forging genuine connections with people and demonstrating our value and advantages over other banks. You won’t see call parties at Pinnacle. We don’t make lead lists and don’t ask our financial advisors to spend their time running reports of how many they’ve called.
And frankly, we don’t have to. That’s because we hire the best people who have at least 10 years of experience — the average for client-facing new hires is more than 20 — for exactly that reason. We don’t want to build out a system of middle managers who spend all their time looking over the shoulders of our financial advisors.
We trust them to do the work, do it right and give clients an exceptional experience because they have a track record of success at similar and larger firms. We’re much more concerned with the results they get. So we give our people the autonomy they need to pursue new business, win it and give their clients what they need to achieve their goals.
It takes a needs-based mindset, not sales-based, to make that happen. When we listen to clients, we can understand and even anticipate their needs and then find ways to meet them. When we do that, “cross-selling” takes care of itself.
That style of banking didn’t used to be distinctive. It’s what our industry was built on, but it’s been lost in the modern client experience.
Our people choose that path because it leads to deeper and longer relationships, which is the key to sustainability and long-term success.
Lifelong financial relationships are built on trust and results. We get that from:
We believe ours is unmatched. Period. Our people work hard for business, because they’re reaching for the best clients — people who need and expect something above the norm.
Our people are creative. They find solutions no one else has thought of, because they are experienced, smart and get to know their clients beyond the balance sheet. They also have the resources and sophisticated tools of a $25 billion firm at their fingertips.
Ease of Doing Business
Time after time, client after client, they all say the same thing. “Pinnacle makes it easy.” That goes for simple checking accounts and large, complex commercial credit transactions.