Personal Banker II
Company: Pinnacle Bank/Bank of Colorado
Location: Littleton
Posted on: April 4, 2026
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Job Description:
GENERAL SUMMARY : In compliance with established policies and
procedures, performs a broad variety of customer service and sales
activities that promote long-term customer relationships. Assist
customers with account problems and questions. Duties include
initiating and servicing of deposit accounts and related services.
Secure and strengthen customer relationships on an ongoing basis
through follow-up calls, customer profiling activities, and review
of customer needs. Responsible for closing deposit accounts as
needed. May serve as the supervisor of the department, participates
in the branch loan committee where appropriate and serves as a
consumer lender in processing loan requests per the bank’s policy
and guidelines. Individual lending limitations and authority will
be granted and updated over time based upon the incumbent’s
demonstrated ability and level of lending experience.
RESPONSIBILITIES AND DUTIES : Assists customers in making product
and service choices that best meet the needs, and conducts
subsequent required duties related to the proper account opening
and closing for both individual and commercial account
relationships. Be proactive in exploring customer needs and making
appropriate recommendations of available products and services in a
professional manner. Performs customer service duties and provides
leadership and guidance to subordinate members of the department in
the areas of answering phone and in-person customer inquiries,
conducting customer research, approving refunds of service charges
or fees, assist in appropriate customer access to established safe
deposit, and ensures timely processing of deposit verifications for
credit purposes. Ensures that appropriate customer profiling is
conducted at the time the relationship is first established to
ensure that the immediate product and service suggestions are
effective and that subsequent follow-up activities can be done with
adequate information to ensure the bank’s goals of serving all of
the customer needs are met. Provides interest rate quotes to
customers per the bank’s established rate sheet, obtaining
individual rate quotes from appropriate bank personnel as needed
for jumbo deposit relationships. Accepts applications and conducts
initial credit verifications and underwriting requirements as
necessary for Demand Deposit and other Consumer Loans, including
but not limited to ordering credit reports, and providing customers
with loan payoff quotations. Responsible for requesting and
reviewing loan documentation related to the initiation and/or
modification of DDL, Consumer and Fresh Start Loan accounts.
Initiates and processes incoming/outgoing wires, obtaining all
necessary approvals. Ability to maintain regular and reliable
attendance, and the ability to work flexible hours, including
weekends (if branch is open on weekends). Performs any other
duties/projects as assigned by branch president. 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 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. 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. EDUCATION AND
EXPERIENCE : High school graduate or equivalent. A minimum of 36
months of prior banking experience is generally expected. Prior
supervisory experience or equivalent training is 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. More details More details
Keywords: Pinnacle Bank/Bank of Colorado, Longmont , Personal Banker II, Customer Service & Call Center , Littleton, Colorado
