Onboarding Coordinator

JOB SUMMARY:

The Onboarding Coordinator is responsible for managing the onboarding process for new team members, ensuring a seamless and positive experience as they transition into the organization. This role coordinates all aspects of onboarding, including documentation, compliance, orientation, and integration, while collaborating with various departments to support new hires and organizational objectives.

JOB DUTIES & RESPONSIBILITIES:

• Coordinate and oversee the end-to-end onboarding process for new team members;
• Develop and implement onboarding strategies to ensure a smooth and efficient transition;
• Manage onboarding documentation, compliance requirements, and system access;
• Collaborate with HR, IT, and other departments to facilitate training, orientation, and integration;
• Monitor onboarding progress and address any issues or delays;
• Provide guidance and support to new employees throughout the onboarding period;
• Maintain up-to-date knowledge of industry best practices and regulatory requirements; prepare onboarding reports and metrics for management;
• Identify opportunities for process improvement and innovation;
• 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.
• Foster a culture of collaboration and continuous improvement within the onboarding team.
• 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).
• 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.
• Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job

Requirements

Minimum Education: High school diploma required.

Minimum Experience: Minimum of 5 years' experience in human resources, learning development or financial services.

Required Knowledge, Skills & Abilities:

• Excellent interpersonal skills, including verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Ability to work well in a fast-paced, team-oriented environment.
• Experience with onboarding systems and process improvement.
• Possess strong interpersonal skills and the ability to work effectively with a wide range of clients and colleagues.
• Tact and diplomacy in dealing with both business partners, clients, and team members.
• The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.

Location: This position is on-site at our Nashville Yards office in Nashville, Tennessee.

POSITION STATUS: NON-EXEMPT

DATE: 03.24.2026

Pinnacle is an Equal Opportunity Employer committed to supporting a culture of engagement so our workforce can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.