Financial Services Specialist II

2 weeks ago


Estes Park, Colorado, United States Pinnacle BankBank of Colorado Full time
About the Job

We are seeking a Financial Services Specialist II to join our team. The ideal candidate will have experience in lending and be able to manage a portfolio of loan and depository accounts. Responsibilities include prospecting new customers, cross-selling other banking services, and maintaining ongoing customer contact to ensure good customer relations.

Key Responsibilities
  • Manage a portfolio of loan and depository accounts.
  • Prospect new customers and solicit new loans.
  • Cross-sell other banking services to new and existing customers.
  • Maintain ongoing customer contact to ensure good customer relations.


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