Pinnacle Bank

Description GENERAL SUMMARY: Provide all branches/customers with accurate, efficient and professional service. Book loans on the bank’s core-accounting system (ITI), and maintenances ITI when necessary. Book escrow information when required and disburses escrow funds to third parties as appropriate. Assist in the preparation of portfolio reports as necessary. RESPONSIBILITIES AND DUTIES: Books loans on ITI system in a complete, correct and efficient manner. Reviews loan documentation for completeness, correctness and compliance. Processes all modifications/extensions/renewals on the ITI System. Books, funds and pays-off loans. Builds transaction blocks and/or run necessary entries to complete loan or extension transactions as necessary. Monitors Exception Reports for processed branches for unscheduled transactions. Prepares and submits monthly reports as directed by Manager. Maintains billing records for branches being processed....

GENERAL SUMMARY : Provides quality service by assisting customers accurately and efficiently and develops long term customer relationships. Oversees the receiving and paying of money to bank customers and ensures that accurate record keeping of deposits and withdrawals, negotiable instruments, and other bank transactions is maintained. Performs a broad variety of customer service and sales activities, such as assisting walk-in customers as well as telephone customers with account problems and questions. Performs duties, which include selling and opening new accounts, closing accounts, and advising customers on all bank services. RESPONSIBILITIES AND DUTIES : Performs all regular teller duties including accepting deposits, cashing checks, and perform various customer service-related duties. Listens to customer needs to make appropriate customer referrals to other bank staff to promote products and services. Receives, researches, and resolves customer...

Description GENERAL SUMMARY : Provides quality service by assisting customers accurately and efficiently and develops long term customer relationships. Oversees the receiving and paying of money to bank customers and ensures that accurate record keeping of deposits and withdrawals, negotiable instruments, and other bank transactions is maintained. Performs a broad variety of customer service and sales activities, such as assisting walk-in customers as well as telephone customers with account problems and questions. Performs duties, which include selling and opening new accounts, closing accounts, and advising customers on all bank services. RESPONSIBILITIES AND DUTIES : Performs all regular teller duties including accepting deposits, cashing checks, and perform various customer service-related duties. Listens to customer needs to make appropriate customer referrals to other bank staff to promote products and services. Receives, researches, and resolves...

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...

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. May serve as the supervisor of the department, participates in the branch loan committee where appropriate and serves as a consumer lender 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...

GENERAL SUMMARY : Provides quality service by assisting customers accurately and efficiently, and develops long term customer relationships. Oversees the receiving and paying of money to bank customers, and ensures that accurate record keeping of deposits and withdrawals, negotiable instruments, and other bank transactions is maintained. Performs a broad variety of customer service and sales activities, such as assisting walk-in customers as well as telephone customers with account problems and questions. Performs duties, which include selling and opening new accounts, closing accounts, and advising customers on all bank services. RESPONSIBILITIES AND DUTIES : Performs all regular teller duties including accepting deposits, cashing checks, and perform various customer service-related duties. Prepares holds on deposits. Completes forms such as CTRs, SIRs, and any other BSA reporting as necessary. Performs operational duties as required, which may...

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. May serve as the supervisor of the department, participates in the branch loan committee where appropriate and serves as a consumer lender 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...

Description GENERAL SUMMARY: Provide supervision for Banking Services Department. Ensure that the quality and timeliness of branches request are met. Performs duties of the Department as needed. Is responsible for workflow, and completion of duties of the department. Assist internal and external customers as needed. RESPONSIBILITIES AND DUTIES: Provides telephone customer service and support for external and internal customers regarding inquires and problem resolution. Follows up to verify items have been resolved in a timely manner. Supervises, trains, and assists all areas of Banking Services Department. Oversees that work is completed on time and is correct. Schedules duties. Assists with annual reviews, hiring and terminations. Performs duties of Senior Banking Services representative when required. Works with Quality Control Officer and Compliance Officer on audit and compliance issues. Reviews and tests Banking Services and Mail Center procedures...

Description GENERAL SUMMARY: Provide leadership, mentoring/coaching, guidance and supervision for Deposit Department. Insure that the quality and timeliness of branches request are met. Performs duties of the Department as needed. Responsible for workflow and completion of duties of the department. RESPONSIBILITIES AND DUTIES: Provides telephone/email customer service and support for external and internal customers regarding inquires and problem resolution. Follow up to verify items have been resolved in a timely manner. Supervises, trains and assists all areas of Deposit Services Department. Oversees that work is completed on time and is correct. Schedules duties. Assists with annual reviews, hiring and terminations. Performs duties of Deposit Services Specialist I, II, and III. Works with Quality Control Officer and Compliance Officer on Audit and compliance issues. Work with mergers, consolidations, D-conversions and special projects....

Description 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...

Description 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...

GENERAL SUMMARY: The management training program has been established to assist management in filling executive and supervisory positions within the Pinnacle Bancorp banks and to permit a trainee to absorb a wide range of banking activities to fully familiarize him or herself with the total operation of a bank in a relatively short period of time. The training is scheduled to run from twelve to eighteen months depending on the progress of the trainee and availability of the trainers. RESPONSIBILITIES AND DUTIES: Responsible for learning daily operations of retail, operations, and lending in branch environment. Prospects new customers. Cross sells banking services to new and existing customers. Prepares reports for Management. Ability to manage a portfolio of loan accounts and assist with preparation for loan committee. Completes required trainings. Attends customer or bank sponsored events and actively builds relationships. Performs...

GENERAL SUMMARY: Provides customer support via the telephone. Oversees all aspects of the Shared Operations department. Must be able to perform any and all duties in the Department. Provides support to sister banks on operational functions. Also responsible for training as well as performance evaluations. Accountable for all actions, activity and performance in the bookkeeping area of Shared Operations. RESPONSIBILITIES AND DUTIES: Provides telephone customer service and support for external and internal customers regarding inquires and problem resolution. Researches and resolves problems as needed. Oversees Non-Post and EIM processing. Monitors weekly/monthly employee schedules for shared operations bookkeeping department. Reports are prepared by the leads in each department. Monitors vacation and sick leave. Holds regular staff meetings with all employees. Responsible for all disciplinary/conflict resolution in department. Prepares employee...

Description GENERAL SUMMARY : Provides quality service by assisting customers accurately and efficiently, and develops long term customer relationships. Oversees the receiving and paying of money to bank customers, and ensures that accurate record keeping of deposits and withdrawals, negotiable instruments, and other bank transactions is maintained. Performs a broad variety of customer service and sales activities, such as assisting walk-in customers as well as telephone customers with account problems and questions. Performs duties, which include selling and opening new accounts, closing accounts, and advising customers on all bank services. RESPONSIBILITIES AND DUTIES : Performs all regular teller duties including accepting deposits, cashing checks, and perform various customer service-related duties. Prepares holds on deposits. Completes forms such as CTRs, SIRs, and any other BSA reporting as necessary. Performs operational duties as required,...

Description 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...