Pinnacle Bank/Bank of Colorado
PERSONAL BANKER I
Cleburne, Texas
Sponsorship not specifiedDetected 18 hours ago
Customer SupportResearchLeadershipUnderwriting
About the role
- 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.
Responsibilities
- Performs appropriate customer profiling at the time the relationship is first established to ensure that the immediate product and service suggestions are effective and that subsequent follow-up activities can be done with adequate information to ensure the bank's goals of serving all of the customer needs are met.
- Performs any other duties/projects as assigned by supervisor.
- 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.
Requirements
- They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.
Benefits
- Ability to maintain regular and reliable attendance, and the ability to work flexible hours, including weekends (if branch is open on weekends)
- Knowledge of general banking principles and banking regulations and a willingness to participate in educational opportunities.
Company info
- 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.
- 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.
- Provides interest rate quotes to customers per the bank's established rate sheet, obtaining individual rate quotes from appropriate bank personnel as needed for jumbo deposit relationships.
- Accepts applications and conducts initial credit verifications and underwriting requirements as necessary for Demand Deposit and other Consumer Loans, including but not limited to ordering credit reports, and providing customers with loan payoff quotations.
- 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 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.
Apply directly at Pinnacle Bank/Bank of Colorado →Create a free account for alerts like thisView Pinnacle Bank/Bank of Colorado immigration profile
This listing is sourced directly from Pinnacle Bank/Bank of Colorado's careers page and normalized into a canonical job model.