Teller/New Accounts

GENERAL SUMMARY :

Provides quality service by assisting customers accurately and efficiently, and develops long term customer relationships. Oversees the receiving and paying of money to bank customers, and ensures that accurate record keeping of deposits and withdrawals, negotiable instruments, and other bank transactions is maintained. Performs a broad variety of customer service and sales activities, such as assisting walk-in customers as well as telephone customers with account problems and questions. Performs duties, which include selling and opening new accounts, closing accounts, and advising customers on all bank services.

RESPONSIBILITIES AND DUTIES :

• Performs all regular teller duties including accepting deposits, cashing checks, and perform various customer service-related duties.

• Prepares holds on deposits.

• Completes forms such as CTRs, SIRs, and any other BSA reporting as necessary.

• Performs operational duties as required, which may include: vault operations, ordering and shipping cash, ATM settlement, research teller differences, and completing various reports.

• Responsible for opening and closing individual and commercial deposit accounts. Must obtain appropriate BSA information and business documents for account opening.

• Prepares all paperwork and assists the customer in signing the documents.

• Strives to achieve sales goals by being a knowledgeable resource on products and services available to customers.

• Performs various customer service duties:
  • Answering phone calls and assisting walk-in customers, initiating customer research.
  • Processing check orders, closing accounts .
  • Processing customer account printouts.
  • Sorting daily mail.
  • Assisting with NSF, Non-post, and collections.
  • Assisting customer with Safe Deposit Boxes
  • Deposit verification for credit purposes.

• Responsible for maintaining customer accounts including deposit accounts, CDs, Health Savings Accounts, IRAs, and other retail banking products.

• Performs other related duties as assigned by management.

• Ability to maintain regular and reliable attendance, and the ability to work flexible hours, including weekends (if branch is open on weekends)

KNOWLEDGE, SKILL, AND ABILITIES :

• Full knowledge of personal and business banking products offered, taking a personal initiative to stay updated on any changes. Basic knowledge of all banking regulations applicable to the job function and of all bank policies and procedures.
• Knowledge of general banking principles and banking regulations and a willingness to participate in educational opportunities.
• Skill in communicating with clients and co-workers in courteous and professional manner.
• 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 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.
• 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.
• Ability to demonstrate accuracy and efficiency in a fast-paced environment.
• Ability to function as a team player.
• Ability to perform any other duties/projects as assigned by management.

EDUCATION AND EXPERIENCE :

• High school graduate or equivalent.
• A minimum of 24 months of prior banking experience is generally expected.
• Cash handling and customer contact experience preferred.

PHYSICAL REQUIREMENTS :
 

NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

Preferred Qualifications:

Bilingual (Spanish) is preferred.

About Pinnacle Bank/Bank of Colorado

We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.


We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.


As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.


At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.


We also offer personal banking services, including accounts, mortgages, personal loans and technology products.


We use application review steps designed to ensure mutual fit. Generic or automated submissions may not progress.


We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other Full-Time benefits include:

• 8 paid holidays*
• 17 PTO days each year for the first five years of employment.*
• After five years, 22 PTO days each year.*
• After ten years, 27 PTO days each year.*
• Employees must also complete the 90-day introductory period prior to accruing PTO.*
• New employees will receive 16 hours of paid sick time upon their hire date.*
• Health, dental, prescription drug card, vision, and voluntary life insurance plans
• Health Savings Account with employer contributions
• Flexible medical and dependent care spending plans
• Parental Leave after one year of full-time employment
• 401K plan after 3 months and start of next quarter with employer contributions and profit sharing
• Free checking account and basic printed checks
• Free safe deposit box
• $50,000 group term life insurance
• Long term disability insurance
• Employee Assistance Program
• Educational Assistance

* Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.


We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at View email address on jobs.institutedata.com or by phone at View phone number on jobs.institutedata.com and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].