Pinnacle Bank

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 : 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 : 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 : Oversees day-to-day operations for the branch and assist operations manager of the location. Assists with supervision of the daily activities of retail branch personnel. RESPONSIBILITIES AND DUTIES : Assists Operations, including making sure bank policy and procedures are followed. May perform personal banking duties including advising customers of all bank services, opening new accounts, and teller functions. Assists with supervising employees to meet branch goals including obtaining fee include and meeting budget. This is accomplished by assigning work, taking actions to ensure quality work for customers, scheduling, conducting performance reviews, recommending salary actions, and providing training for staff. Promotes bank services. Participates in various professional and personal activities within the community. Performs customer service-related duties such as answering telephone inquiries, closing accounts, ordering...

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...

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 : Oversees day-to-day operations for the branch and assist operations manager of the location. Assists with supervision of the daily activities of retail branch personnel. RESPONSIBILITIES AND DUTIES : Assists Operations, including making sure bank policy and procedures are followed. May perform personal banking duties including advising customers of all bank services, opening new accounts, and teller functions. Assists with supervising employees to meet branch goals including obtaining fee include and meeting budget. This is accomplished by assigning work, taking actions to ensure quality work for customers, scheduling, conducting performance reviews, recommending salary actions, and providing training for staff. Promotes bank services. Participates in various professional and personal activities within the community. Performs customer service related duties such as answering telephone inquiries, closing accounts,...

GENERAL SUMMARY : Responsible for assisting with the consumer sales and the customer service functions including directing and motivating a sales force selling and referring a wide range of financial services. Assists with supervision daily activities of retail branch personnel. Oversees day-to-day operations for the branch in absence of manager. RESPONSIBILITIES AND DUTIES : Responsible for assisting with the sales management for the branch to accomplish sales results and customer satisfaction. This includes setting and obtaining sales and fee income goal, conducting sales meetings and training, and coaching staff to encourage sales behavior and team cooperation. May perform personal banking duties including advising customers of all bank services, opening new accounts, teller functions, may accept loan applications and makes recommendations for approval. Assists in approving or denying other personal banker’s loans. Responsible for collecting and monitoring...

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 : 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...

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 : Manages a portfolio of all types of loan/depository accounts. Responsible for prospecting new customers and cross-selling other banking services. RESPONSIBILITIES AND DUTIES : Prospects new customers and solicits new loans. Cross-sells other banking services to new and existing customers. Maintains on-going customer contact to ensure good customer relations. Performs on-going management of a portfolio of all types of account relationships. Includes account reviews, problem solving, research and follow-up to internal account errors, etc. Interviews loan applicants: gather and evaluate financial and related data to establish credit worthiness. Monitor customers’ financial condition. Reviews and approves or denies loan request to new or existing customers up to a pre-determined limit. Prepares action memos to be reviewed by management and presents credits exceeding authority to the loan committee. May serve and vote as a member of the bank...

GENERAL SUMMARY: Serve as support to the loan area. RESPONSIBILITIES AND DUTIES: Processes loans, which include: preparation work, computer input and follow-up. May assist with loan closings. Prepare reports for management. Assists with preparation of loans for loan committee, as needed. Establishes, maintains, and revises filing and record keeping articles, records, and other documents. Assists with customers in reference to loan questions or account questions. Assists with bill paying and GL entries. Exception tracking. Processes payments. Performs other duties as assigned. Regular and reliable attendance. KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of bank operations, policies, and procedures. Knowledge of loan processes and basic accounting. Knowledge of word processing and spreadsheet software. Skill in communicating effectively with management, customers, and co-workers. Ability to pay...

Description GENERAL SUMMARY: The Post-Close Quality Control (QC) Specialist is responsible for conducting comprehensive post-close reviews to ensure loan documentation accuracy, proper booking, and regulatory and policy compliance. This role plays a critical part in confirming that collateral, filings, and insurance coverage are properly perfected, released, or tracked following loan closing. RESPONSIBILITIES AND DUTIES: Perform post-close QC reviews of closed loans to ensure accuracy and file completeness after 1st and 2nd reviews by the LA and LO. Review loan booking for accuracy and consistency with approved terms. Conduct general ledger (GL) reviews to confirm proper fee placement and movement Review and clear ticklers to ensure required post-close items are documented and satisfied Verify final deeds of trust, assignments of rents, UCC filings, and related documents have been properly signed, notarized, and perfected. Confirm releases have...

GENERAL SUMMARY : Develops and maintains customer portfolio. Responsible for comprehensive financial planning for clients RESPONSIBILITIES AND DUTIES : Prospects new customers and solicits new business with assistance from Financial Advisor Officer or manager. Cross-sells other banking services to new and existing customers. Maintains on-going customer contact to ensure good customer relations. Assists with comprehensive financial planning for clients and periodic client review. Be in compliance, following all policies and procedures. Participates in department meetings. Participates in civic and community organizations, representing the bank, but following personal interests. Regular and reliable attendance. Performs other related duties as assigned by management. KNOWLEDGE, SKILL, AND ABILITIES : Knowledge of securities and investment products, policies and procedures Knowledge of financial planning for individuals and...

GENERAL SUMMARY: Responsible for overseeing all support functions including HR, technology, marketing, projects and assisting director of operations. RESPONSIBILITIES AND DUTIES: Assist with recruiting efforts, including job postings, candidate screening, and onboarding coordination Support employee engagement initiatives and internal communications Coordinate training and development programs Act as a point of contact for basic HR-related inquiries Serve as the primary liaison between staff and technology vendors/platforms Troubleshoot basic tech issues and escalate when necessary Maintain working knowledge of company systems, CRM, and insurance-related platforms Train staff on new tools, systems, and product updates Act as a subject matter expert on company products and services Assist in the development and execution of marketing campaigns Coordinate with internal teams on branding and messaging consistency Manage social media...

Description GENERAL SUMMARY: Responsible for overseeing all support functions including HR, technology, marketing, projects and assisting director of operations. RESPONSIBILITIES AND DUTIES: Assist with recruiting efforts, including job postings, candidate screening, and onboarding coordination Support employee engagement initiatives and internal communications Coordinate training and development programs Act as a point of contact for basic HR-related inquiries Serve as the primary liaison between staff and technology vendors/platforms Troubleshoot basic tech issues and escalate when necessary Maintain working knowledge of company systems, CRM, and insurance-related platforms Train staff on new tools, systems, and product updates Act as a subject matter expert on company products and services Assist in the development and execution of marketing campaigns Coordinate with internal teams on branding and messaging consistency Manage social...

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...