Company

Pinnacle Bank / Bank of ColoradoSee more

addressAddressOmaha, NE
type Form of workFull-Time
CategoryEducation/Training

Job description

Job Description

Description/Job Summary

Responsible for the consumer sales and the customer service functions including directing and motivating a sales force selling and referring a wide range of financial services. Secure and strengthen customer relationships on an ongoing basis through follow-up calls, customer profiling activities, and review of customer needs. Supervises daily activities of retail branch personnel. Oversees day-to-day operations for the branch and is the site manager of the location.


Responsibilities/Duties

1. Responsible for sales management for the branch to accomplish sales results and customer satisfaction. This includes: setting and obtaining sales and fee income goal, conducting sales meetings and training, and coaching staff to encourage sales behavior and team cooperation.

2. May perform personal banking duties including: advising customers of all bank services, opening new accounts, teller functions, may accept loan applications and makes recommendations for approval. Assists in approving or denying other personal banker's loans. Responsible for collecting and monitoring past due and charge offs.

3. Responsible for supervising employees to meet branch goals. This is accomplished by assigning work, taking actions to ensure quality work for customers, conducting performance reviews, recommending salary actions, and providing training for staff.

4. Promotes bank services by making outside calls to potential customers and participates in various professional and personal activities within the community.

5. Performs customer service related duties such as answering telephone inquiries, closing accounts, ordering checks and ensuring appropriate levels of customer service.

6. Ensures compliance of branch with bank policies and guidelines.

7. Responsible for positive interdepartmental interaction with other departments of the bank.

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

9. Performs any other duties/projects as assigned.

Preferred Skills

  • 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 train employees.
  • 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.

Required Experience

Prior supervisory experience.

Preferred Experience

  • Prefer 4 - 6 years related banking experience.
  • 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 and expertise in all deposit account products and services, so that sufficient time and effort can be placed in the consumer credit underwriting and loan approval process.
  • Knowledge and work experience that demonstrates effective abilities to supervise the department with special emphasis on sales and customer service practices and principles

Required Education

High school graduate or equivalent.

Details

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 benefits include:

  • 8 paid holidays
  • 17 PTO days each year for the first five years of employment. Employees must also complete the 90-day introductory period prior to accruing PTO.
  • New employees will receive 12 hours of paid sick time upon their hire date
  • After five years, 22 PTO days each year
  • 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
  • $15,000 group term life insurance
  • Long term disability insurance
  • Employee Assistance Program
  • Educational Assistance
Refer code: 7604251. Pinnacle Bank / Bank of Colorado - The previous day - 2024-01-03 12:37

Pinnacle Bank / Bank of Colorado

Omaha, NE
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