Personal Banker I

4 weeks ago


Prescott, Arizona, United States Pinnacle Bank Full time
Job Summary

As a Personal Banker I at Pinnacle Bank, you will play a critical role in promoting long-term customer relationships by providing exceptional customer service and sales activities. Your primary responsibility will be to assist customers with account problems and questions, while also initiating and servicing deposit accounts and related services.

Key Responsibilities
  1. Assist customers in making product and service choices that best meet their needs, and conduct subsequent duties related to account opening and closing.
  2. Be proactive in exploring customer needs and making appropriate recommendations of available products and services.
  3. Perform customer service duties as directed by your supervisor, including answering phone and in-person customer inquiries, conducting customer research, and processing approved refunds of service charges or fees.
  4. Perform customer profiling at the time the relationship is first established to ensure that immediate product and service suggestions are effective.
  5. Provide interest rate quotes to customers and accept applications for Demand Deposit and other Consumer Loans.
  6. Initiate and process incoming/outgoing wires, obtaining all necessary approvals.
Requirements
  • High school graduate or equivalent.
  • A minimum of 24 months of prior banking experience is generally expected.
Physical Requirements

Must be able to greet customers, read documents, use a computer, and perform other physical duties as required.



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