Pinnacle Bank

GENERAL SUMMARY: We are seeking a friendly, highly organized, and professional Receptionist to serve as the first point of contact for our clients. As an independent agency, we pride ourselves on exceptional customer service. The ideal candidate will manage the front desk with a welcoming demeanor, handle a high volume of calls, support our agents with administrative tasks, and ensure smooth daily office operations. RESPONSIBILITIES AND DUTIES: Front Desk Coordination: Greet clients and visitors warmly, directing them to the appropriate team member. Call Management: Answer, screen, and route incoming calls efficiently on a multi-line phone system. Administrative Support: Assist agents with scanning, filing, data entry, and assembling policy documents. Client Service: Respond to general inquiries, take payments, and help clients with basic requests, such as printing ID cards or certificates. Mail & Correspondence: Sort and distribute daily mail,...

Description GENERAL SUMMARY: We are seeking an experienced Commercial Lines CSR to act as the primary point of contact for our business clients. You will be responsible for providing exceptional service, managing policy renewals, processing endorsements, and handling daily inquiries with professionalism and speed. RESPONSIBILITIES AND DUTIES: Account Servicing: Handle day-to-day service needs, including issuing Certificates of Insurance (COI), binders, auto ID cards, and evidence of property. Policy Management: Process endorsements, renewals, and cancellations, ensuring accuracy and compliance in the agency management system (e.g., Epic). Client Relationship Management: Actively engage with clients to answer coverage questions, resolve billing discrepancies, and ensure high retention rates. Marketing & Renewals: Collaborate with Producers to market renewal business, gather underwriting data, and prepare proposals. Risk Assessment: Review audits...

Description GENERAL SUMMARY: The Customer Support Representative is responsible for providing customer service and technical support for online banking customers via phone, chat and email. The position works under the direction of the Customer Support Supervisor(s) and follows established policies and procedures. RESPONSIBILITIES AND DUTIES: Help customers with various tasks such as answering account questions, balancing statements, investigating customer inquiries, resolving problems, Debit Card issues, deposit item returns, overdraft product choices, account maintenance and other duties as needed. Stay informed of personal and business banking products, services and rates for different charters and markets. Keep up to date and knowledgeable of all banking regulations, procedures and bank policies relevant to the job role. Listen to customer needs; educate and suggest products such as Online Banking, Bill Pay and Mobile Banking. Correctly input or...

GENERAL SUMMARY: Assists with customer service phone and email requests from branches and processor call center. Performs various credit card duties. RESPONSIBILITIES AND DUTIES: Researches customer requests. Answers phone and email inquiries. Perform credit card duties such as adding new cards to system, sending out denials, post payments to account, maintain customer files, assist with online questions, prepare applications for underwriting, and collections. May assist in various other areas of operations. Performs other duties as assigned by management. Regular and reliable attendance. KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of Fiserv preferred. Must be able to operate a PC with keyboard accuracy and speed. Must have good customer service skills, in person, on the phone, and through email. Must have a general knowledge of accounting principles and procedures Must have the ability to work under pressure and...

GENERAL SUMMARY: We are seeking an experienced Commercial Lines CSR to act as the primary point of contact for our business clients. You will be responsible for providing exceptional service, managing policy renewals, processing endorsements, and handling daily inquiries with professionalism and speed. RESPONSIBILITIES AND DUTIES: Account Servicing: Handle day-to-day service needs, including issuing Certificates of Insurance (COI), binders, auto ID cards, and evidence of property. Policy Management: Process endorsements, renewals, and cancellations, ensuring accuracy and compliance in the agency management system (e.g., Epic). Client Relationship Management: Actively engage with clients to answer coverage questions, resolve billing discrepancies, and ensure high retention rates. Marketing & Renewals: Collaborate with Producers to market renewal business, gather underwriting data, and prepare proposals. Risk Assessment: Review audits and policies...

GENERAL SUMMARY: Responsible for processing loan applications from origination through closing. Inputs information on the system and obtains all documentation necessary. Orders necessary documentation for approval and closing of the loan. Communicates effectively to complete loan process. RESPONSIBILITIES AND DUTIES: Processes loan applications. Duties include opening loan application files, ordering credit; appraisals, titles, and verifications; inputting all information on system. Reviews daily status of loans in process, updates files daily as needed, copy loan documentation as needed and update status report. Follow up on loan documentation such as title requirements. Submits loans packages to underwriters after reviewing all information for accuracy and copying all files. Manage mortgage portfolio, including rate adjustments, escrow analysis, payment of taxes and insurance, payoff and correspondence. Coordinates between real estate and...

Description GENERAL SUMMARY: Responsible for processing loan applications from origination through closing. Inputs information on the system and obtains all documentation necessary. Orders necessary documentation for approval and closing of the loan. Communicates effectively to complete loan process. RESPONSIBILITIES AND DUTIES: Processes loan applications. Duties include opening loan application files, ordering credit; appraisals, titles, and verifications; inputting all information on system. Reviews daily status of loans in process, updates files daily as needed, copy loan documentation as needed and update status report. Follow up on loan documentation such as title requirements. Submits loans packages to underwriters after reviewing all information for accuracy and copying all files. Manage mortgage portfolio, including rate adjustments, escrow analysis, payment of taxes and insurance, payoff and correspondence. Coordinates between real...

GENERAL SUMMARY: Provides quality service and develops long term customer relationships. Receives and pays money to bank customers and maintains accurate record keeping of deposits and withdrawals, negotiable instruments, and other bank transactions. RESPONSIBILITIES AND DUTIES: Greets customers and handles paper and cash transactions including but not limited to deposits, withdrawals, cashing checks, accepting loan payments, and sale of negotiable instruments. Assists in granting customers access to safe deposit boxes when necessary. Processes mail and night drop transactions. Maintains files as required including signature cards, night deposit log and mail log. Balances teller drawer at the end of each shift and other wrap up work that may be necessary. Performs other related duties as assigned by supervisor. Ability to maintain regular and reliable attendance, and the ability to work flexible hours, including weekends (if branch...

GENERAL SUMMARY: Greets customers and provides a variety of customer services such as answering telephones, providing initial customer contact. RESPONSIBILITIES AND DUTIES: Answer incoming calls and direct calls to appropriate person or voice mail. Take messages if needed. Greet customer and direct to appropriate department or individual. Schedule appointments and meetings for management. Sort and deliver mail. May scan incoming mail into agency management system and activity to appropriate staff. Assist with clerical duties including filing, copying, computer input, reporting. May assist with accepting payments from customers Order office supplies Regular and reliable attendance. Performs other related duties as assigned by management. KNOWLEDGE, SKILL, AND ABILITIES: Knowledge of insurance products and services. Knowledge of Microsoft Word, Excel, Powerpoint, Outlook and learn Agency Software. Ability to...

Description GENERAL SUMMARY: Responsible for insurance service and account management for both personal and commercial clients. RESPONSIBILITIES AND DUTIES: Help with servicing customer accounts including phone calls and walk in customers. Completes insurance proposals and quotes for agents and producers. Issues binders, endorsements, cancellations/reinstatement notices, etc. Prepares and distributes certificates of insurance. Maintain accounts on agency management system. Processes insurance claims and loss notices. Assistant Senior Customer Service Representative with renewals. Regular and reliable attendance. Assists with other job-related duties as assigned by manager. KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of insurance products and services. Knowledge of Microsoft Word, Excel, Powerpoint, Outlook and Agency Software. Ability to communicate with customers and co-workers in a courteous and professional...

Description GENERAL SUMMARY: Greets customers and provides a variety of customer services such as answering telephones, providing initial customer contact. RESPONSIBILITIES AND DUTIES: Answer incoming calls and direct calls to appropriate person or voice mail. Take messages if needed. Greet customer and direct to appropriate department or individual. Schedule appointments and meetings for management. Sort and deliver mail. May scan incoming mail into agency management system and activity to appropriate staff. Assist with clerical duties including filing, copying, computer input, reporting. May assist with accepting payments from customers Order office supplies Regular and reliable attendance. Performs other related duties as assigned by management. KNOWLEDGE, SKILL, AND ABILITIES: Knowledge of insurance products and services. Knowledge of Microsoft Word, Excel, Powerpoint, Outlook and learn Agency Software....

Description GENERAL SUMMARY: Supports all Pinnacle Bancorp Banks on incoming and outgoing wires. Keeps accurate records of wire contracts and/or agreements. Assist internal and external customers as needed. JOB RESPONSIBILITIES AND DUTIES: Provide customer service and support for external and internal customers regarding inquires and problem resolution. Completes daily wire transactions for all Charters. Reviews and processes customer wire contracts for all Charters. Various other duties as assigned by management. Regular and reliable attendance. KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of Wire Transfer and Fiserv preferred. Knowledge of windows-based programs on either an IBM or Macintosh Computer. Skill in good customer service and telephone courtesy. Ability to work under pressure and have constant interruptions while doing assigned responsibilities including reconcilement, verification, and computer input. Ability to operate a...

GENERAL SUMMARY: Responsible for insurance service and account management for our commercial insurance clients. This position will work with all of our clients personal and commercial. RESPONSIBILITIES AND DUTIES: Help with servicing customer accounts including phone calls and walk in customers. Completes insurance proposals and quotes for agents and producers. Issues binders, endorsements, cancellations/reinstatement notices, etc. Prepares and distributes certificates of insurance. Maintain accounts on agency management system. Processes insurance claims and loss notices. Assistant Senior Customer Service Representative with renewals. Regular and reliable attendance. Assists with other job-related duties as assigned by manager. KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of insurance products and services. Knowledge of Microsoft Word, Excel, Powerpoint, Outlook and Agency Software. Ability to communicate...

GENERAL SUMMARY : In compliance with established policies and procedures, performs a broad variety of customer service and sales activities that promote long-term customer relationships. Assist customers with account problems and questions. Duties include initiating and servicing of deposit accounts and related services. Secure and strengthen customer relationships on an ongoing basis through follow-up calls, customer profiling activities, and review of customer needs. Responsible for closing deposit accounts as needed. Serve as a consumer lender trainee in processing loan requests per the bank’s policy and guidelines. Individual lending limitations and authority will be granted and updated over time based upon the incumbent’s demonstrated ability and level of lending experience. RESPONSIBILITIES AND DUTIES : Assists customers in making product and service choices that best meet the needs, and conducts subsequent required duties related to the proper account...