Career Opportunities with Pinnacle Bank
Pinnacle Bank has been the go-to community business bank for the past 12 years. They have offices in Morgan Hill, Gilroy and Salinas. Pinnacle Bank believes that their clients should come first. They understand that no two clients are alike and take great pride in developing their products to fit their client’s needs.
Below you will find the latest in open job positions. To apply, click on the email link above the position description within the job posting. Please attach your resume to the email.
Pinnacle Bank is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis.
Client Service Representative
Department: Client Service
Reports to: Client Service Manager
Salary: Base compensation is dependent upon role, experience and skill set. Min $20.00/hr-Max $30.00/hr
As a client service representative you will perform a variety of banking transactions in compliance with legal requirements and Bank policies and procedures. You will maintain currency and coin under prescribed limits and be responsible for all currency, negotiable items in your control. You will need to be able to open new accounts, ensuring all Customer Identification Procedures are met while obtaining proper documentation. You will maintain confidentiality of records and client information and provide accurate, friendly client service in a timely manner. You will be asked to explain products and services to clients and potential clients, referring such clients to appropriate personnel if needed. You will process online and offline transactions and corrections (e.g. deposits, withdrawals, and check cashing). You will need to answer routine client inquiries, either in person, by email or by phone regarding account status, interest and term provision, Bank policies and additional products and services available. You will maintain up to date knowledge of all products and services and assist in the banking office activities that are necessary for daily operation. You will need to display increased proficiency in quality service, productivity and risk management, and exercise judgement and discretion in the completion of daily tasks and interactions with clients. You will need to complete all required regulatory quarterly, semi-annual, and annual training and participate in Bank-sanctioned community organizations/activities. You will be asked to perform other duties as necessary
You will need to be able to provide coverage at all four banking offices as needed.
Education and/or Experience:
- High school diploma, GED, or equivalent required.
- 1-2 years prior client service and cash handling experience.
- Attention to detail.
- Dependability and the highest ethical standards.
- Basic math skills and the ability to multi-task.