What are the responsibilities and job description for the NEW ACCOUNT REP position at Pinnacle Bank / Bank of Colorado?
Description/Job Summary
Under general supervision, but in compliance with established policies and procedures, perform a broad variety of customer services and sales activities such as answering telephones, providing initial customer contact by greeting customers as they enter the bank, opening new accounts including but not limited to checking, savings, certificate of deposit, IRA and safe deposit boxes. Cross-selling all services and answer questions from customers and branch staf
Responsibilities/Duties
1. Performs new accounts duties which include selling new accounts, closing accounts, advising customers on all bank services, and helping customers match the appropriate Bank service to their specific need.
2. Promotes bank services to customers by exchanging information with customer to introduce them to the bank and its services in person or by phone.
3. Performs various customer service duties including answering telephone inquiries, ordering checks, reconciling statements, resolving disputes, etc.
4. Performs cross sales.
5. Assist when needed with daily Branch duties and assists with the duties of the Branch Manager in their absence. May be asked to develop promotional ideas, attend meetings, and training sessions.
6. Regular and reliable attendance.
7. Performs other duties as assigned by manager.
Preferred Skills
Skill in communicating with clients and co-workers in courteous and professional manner.
Skill in operating computer terminals and printers, back counter capture machine, coin machine and copier
Skills in effectively listening to customers and making appropriate referrals.
Ability to maintain a high level of confidentiality.
Ability to perform customer service duties and provides leadership and guidance to subordinate members of the department in the areas of phone and in-person inquiries, conducting customer research, cash and check handling, and effectively making appropriate customer referrals to other bank staff.
Ability to ensure that appropriate efficiency, accuracy, and customer service is provided to customers to ensure that the bank's goals of meeting the customers needs is being met.
Ability to demonstrate accuracy and efficiency in a fast-paced environment.
Ability to function as a team player.
Ability to perform any other duties/projects as assigned by management.
Preferred Experience
One year previous banking experience preferred.
Full knowledge of personal and business banking products offered, taking a personal initiative to stay updated on any changes. Basic knowledge of all banking regulations applicable to the job function and of all bank policies and procedures.
Knowledge of general banking principles and banking regulations and a willingness to participate in educational opportunities.
Required Education
High school graduate or equivalent.Details
programs based on charter/branch guidelines. Other benefits include:
- 8 paid holidays
- 17 PTO days each year for the first five years of employment. Employees must also complete the 90-day introductory period prior to accruing PTO.
- New employees will receive 12 hours of paid sick time upon their hire date
- After five years, 22 PTO days each year
- Health, dental, prescription drug card, vision, and voluntary life insurance plans
- Health Savings Account with employer contributions
- Flexible medical and dependent care spending plans
- Parental Leave after one year of full time employment
- 401K plan after 3 months and start of next quarter with employer contributions and profit sharing
- Free checking account and basic printed checks
- Free safe deposit box
- $15,000 group term life insurance
- Long term disability insurance
- Employee Assistance Program
- Educational Assistance
Salary : $18 - $20
