Career Opportunities with Pinnacle Bank
Pinnacle Bank has been the go-to community bank for more than 17 years. We have offices in Campbell, Morgan Hill, Gilroy, and Salinas. At Pinnacle Bank, we believe that our clients always come first. We understand that no two clients are alike and take great pride in developing our products to fit our clients' 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.
Position: Client Service Officer
Department: Client Services
Reports to: Client Service Manager
Salary: Base compensation is dependent upon role, experience and skill set. Min $28.50/hr - Max $41.75/hr
Click here to apply for this position
Position Description:
As a client service officer, you will need to ensure accurate and timely service to all clients and ensure that daily operations are completed according to applicable government regulations and Bank policy. You will assist the client service manager in providing leadership, training, and supervision to staff in an effort to ensure adherence to operational policy and procedures. You will also participate in the growth of the office by partnering with relationship managers and the service manager in acquiring new relationships and maintaining existing relationships. You will meet with prospects and clients to gain an understanding of their banking needs by opening new accounts, setting up cash management services, and processing teller transactions. You will need to ensure that the banking office adheres to regulatory requirements and that CIP requirements are being met throughout account opening and maintenance. You will need to possess an in-depth understanding of all bank products and services. You will also be expected to effectively communicate products/services, match clients with the appropriate products and services to best meet their needs, and perform additional duties as assigned.
Locations: Morgan Hill, CA and Campbell, CA
Education and/or Experience Needed:
- Minimum two years of supervisory experience
- Good knowledge of banking operations in an organization of similar size and complexity
- Advanced knowledge of related state and federal banking compliance regulations, and a thorough understanding of bank operational policies and procedures
- Proven supervision, organizational, and communication skills, both verbal and written
- Competence with personal computers and applicable software programs (Word, Excel); ability to use the Bank’s database software