Hire the right people.
Although our onboarding process went virtual, we continued to add experienced financial professionals across our footprint. Our Atlanta team grew quickly in its first year, hand selecting some of the best local bankers for a total team of 20. We also hired financial advisors with deep expertise in certain niche industries, like solar power and senior living.
Provide sophisticated services with a personal touch.
Everyone relied on technology at some point this year to work remotely, attend school and manage their finances. While technology allows operations to continue as normally as possible from dispersed locations, we don’t believe it replaces people. Our advisors were able to guide clients through the challenges they faced because of the depth of their expertise and hearts to serve.
Give effective advice.
We have always been structured to listen to a client’s needs and then identify solutions that can help them, instead of picking a product to push on anyone and everyone. When the pandemic hit and the economy faltered as a result, our advisors were well positioned to share their knowledge with clients and help keep their businesses afloat. Funding became more critical than ever, and Pinnacle associates guided business owners through the various programs and applications to ensure the right fit.
Make it easy to do business.
When other businesses had to shut down, we kept our offices operational while protecting associates’ and clients’ health. This meant we had to get creative with the kind of services we offered in the drive thru and by video conference while keeping our core service promises intact. Clients were comforted to know we would still answer the phone within three rings even when working at home and that we could walk them through complicated financial situations even if we couldn’t meet face to face.
Think globally. Act locally.
This phrase usually has broad environmental and political meaning, but it’s the perfect way to describe Pinnacle too. Because we’re all owners, we set goals and strategies based on what is good for the firm as a whole and take action at the local level to execute by helping meet our clients’ and neighbors’ needs.
Third-party data echoes the feedback, both anecdotal and statistical, we hear from clients.
Pinnacle earned 27 Greenwich Excellence and Best Brand Awards, the only bank in the Southeast to win more than 20, for small business and middle market banking. Greenwich Associates, a leading provider of market research in financial services, also named Pinnacle one of only a few “Standout Commercial Banks Amid Crisis” in small business banking in June and again during the fourth quarter. Learn more about how our distinctive service during the pandemic led to client loyalty and financial results.
Our own surveys tell us clients believe our people are better than the rest.