Pinnacle Bank
Join to apply for the
Universal Banker I
role at
Pinnacle Bank .
Employer Department:
Pinnacle Bank Retail
Job title Exemption status:
Universal Banker I Non-Exempt
Supervised by:
Retail Sales Manager / Branch Manager
Job Summary
The Universal Banker is responsible for demonstrating exceptional customer interaction while efficiently and accurately completing customer transactions in both the Teller and Personal Banker job responsibilities.
Demonstrating an accurate knowledge of the bank's products and services.
Ensuring superior quality service in completing all customer transactions.
Matching the financial needs that achieve those customer goals with product and service solutions.
Growing the deposits of the bank by creating an exceptional customer experience while providing and filling customer needs as they occur in the branch environment.
Building long-term customer relationships with a focused group of customers by being knowledgeable of the customer base, and proactively uncovering individual customer financial goals.
Maintaining a positive service mentality.
Having the capacity to successfully satisfy the customer while considering the resources and needs of the organization.
Supporting the bank's strategic goals, vision, mission, core values, service standards and service philosophy in actions, words and deeds.
Education and Experience
High school graduate with equivalent work and skill experience.
One year banking, customer service and/or sales experience preferred.
Required Skills & Knowledge
Comprehensive knowledge of the bank's products and services; willingness to serve.
Ability to function efficiently in a network environment and working knowledge of Microsoft Office and SharePoint.
General business-level math skills and understanding of basic accounting concepts (debits, credits, account reconciliations).
Professional image by adhering to guidelines in the employee handbook.
General understanding of the Federal Reserve Banking System.
Research, collect, and analyze information skillfully.
Self-starter, creative thinker, flexible, eager, nurturing, open to change, and exhibit good judgment.
Leadership by example, attention to detail, works well with others and responsive to supervisory guidance.
Pinnacle Bank is an Equal Opportunity Employer and a Drug-Free Workplace. As a condition of employment, a completed Application of Employment and satisfactory results from a background check and drug screening must be received. Pinnacle supports a diverse workforce and welcomes all qualified applicants. It is the policy of Pinnacle Bank to consider applicants without regard to race, color, religion, creed, national origin, gender, disability, marital or veteran status, age or any other legally protected status.
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Universal Banker I
role at
Pinnacle Bank .
Employer Department:
Pinnacle Bank Retail
Job title Exemption status:
Universal Banker I Non-Exempt
Supervised by:
Retail Sales Manager / Branch Manager
Job Summary
The Universal Banker is responsible for demonstrating exceptional customer interaction while efficiently and accurately completing customer transactions in both the Teller and Personal Banker job responsibilities.
Demonstrating an accurate knowledge of the bank's products and services.
Ensuring superior quality service in completing all customer transactions.
Matching the financial needs that achieve those customer goals with product and service solutions.
Growing the deposits of the bank by creating an exceptional customer experience while providing and filling customer needs as they occur in the branch environment.
Building long-term customer relationships with a focused group of customers by being knowledgeable of the customer base, and proactively uncovering individual customer financial goals.
Maintaining a positive service mentality.
Having the capacity to successfully satisfy the customer while considering the resources and needs of the organization.
Supporting the bank's strategic goals, vision, mission, core values, service standards and service philosophy in actions, words and deeds.
Education and Experience
High school graduate with equivalent work and skill experience.
One year banking, customer service and/or sales experience preferred.
Required Skills & Knowledge
Comprehensive knowledge of the bank's products and services; willingness to serve.
Ability to function efficiently in a network environment and working knowledge of Microsoft Office and SharePoint.
General business-level math skills and understanding of basic accounting concepts (debits, credits, account reconciliations).
Professional image by adhering to guidelines in the employee handbook.
General understanding of the Federal Reserve Banking System.
Research, collect, and analyze information skillfully.
Self-starter, creative thinker, flexible, eager, nurturing, open to change, and exhibit good judgment.
Leadership by example, attention to detail, works well with others and responsive to supervisory guidance.
Pinnacle Bank is an Equal Opportunity Employer and a Drug-Free Workplace. As a condition of employment, a completed Application of Employment and satisfactory results from a background check and drug screening must be received. Pinnacle supports a diverse workforce and welcomes all qualified applicants. It is the policy of Pinnacle Bank to consider applicants without regard to race, color, religion, creed, national origin, gender, disability, marital or veteran status, age or any other legally protected status.
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