Pinnacle Bank
Loveland, CO
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...

