What are the responsibilities and job description for the NEW ACCOUNT REP position at Pinnacle Bank?
GENERAL 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 staff.
RESPONSIBILITIES AND DUTIES:
- 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.
- Promotes bank services to customers by exchanging information with customer to introduce them to the bank and its services in person or by phone.
- Performs various customer service duties including answering telephone inquiries, ordering checks, reconciling statements, resolving disputes, etc.
- Performs cross sales.
- 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.
- Regular and reliable attendance.
- Performs other duties as assigned by manager.
KNOWLEDGE, SKILL, AND ABILITIES:
- 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.
- 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.
EDUCATION AND EXPERIENCE:
- High school graduate or equivalent with six months previous banking experience.
PHYSICAL REQUIREMENTS:
Seeing: 75-100%
Must be able to greet customers read documents, use computer
Hearing: 75-100%
Must be able to communicate with customers and co-workers
Standing/Walking: 75-100%
Must be able to visit customer
Climbing/Stooping/Kneeling: 50-74%
Fingering/ Grasping/Feeling: 75-100%
Must be able to use computer, write
PHYSICAL DIMENSIONS:
Medium Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects
NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified
Monday through Friday 8:00-5:00 or 8:15 - 5:15 with a rotating Saturday per month
About Pinnacle Bank/Bank of Colorado
We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.
We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.
As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.
At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.
We also offer personal banking services, including accounts, mortgages, personal loans and technology products.
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:
We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.
As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.
At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.
We also offer personal banking services, including accounts, mortgages, personal loans and technology products.
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive 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
- After ten years, 27 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
We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].
Salary : $15,000
