Jobs at Pinnacle Bank

Processes invoices, vendor data, checks, statements, and payments; researches discrepancies; assists with audits, 1099 reporting, reconciliations, and general ledger activities. Provides internal and external customer support, rotates front-desk and administrative duties, and maintains accurate records while meeting deadlines in a fast-paced banking environment.

Participates in a 12–18 month banking management training program covering branch retail, operations, lending, customer prospecting, cross-selling, loan portfolio management, management reporting, loan committee preparation, required training, and relationship-building events. The role prepares the trainee for future executive or supervisory positions within the bank.

Assists the branch operations manager with daily branch operations, employee supervision, scheduling, training, performance reviews, customer service, account opening, teller functions, policy compliance, reporting, audits, budgeting, and promotion of banking services. Maintains service quality, operational accuracy, confidentiality, and compliance with bank procedures while supporting branch goals and community engagement.

Provides customer service and data entry support through phone, chat, and email. Responsibilities include setting up new customers, verifying documents and agreements, answering customer questions, following banking policies, supporting departmental projects, and maintaining accurate records. Requires effective communication, attention to detail, problem-solving, independent work, and knowledge of Fiserv internet banking software and general banking operations.

Provides customer service and data-entry support for business banking customers through telephone, chat, and email. Assists with password resets, account unlocks, bill pay, mobile banking, and basic online banking questions. Verifies data changes, updates closed Bill Pay accounts, supports departmental projects, and follows established policies and procedures while maintaining accuracy and reliable attendance.

Supports daily bank deposit operations through transaction research, account servicing, remote deposit review, Regulation CC holds, interest payments, consumer product and CIP documentation review, garnishments, levies, collections, IOLTA reporting, dormant account monitoring, and escheatment processing. Provides operational guidance to branches and internal departments while maintaining accurate records, regulatory compliance, and responsive customer service.

Provides clerical and administrative support for commercial services and branch operations. Responsibilities include customer service, correspondence, phone calls, documentation, transactions, mail, faxes, product sales and service assistance, and general office support. Requires knowledge of banking operations and treasury management services, effective communication, accuracy, organization, multitasking, and deadline management. A high school diploma is required; banking, computer software, and bookkeeping experience are beneficial.

Assists with agency accounting, generates reports using the management system, and processes accounts payable and receivable. The role requires accurate, organized work, customer and coworker communication, reliable attendance, and support for additional accounting duties. This is an in-office, Monday through Friday position with light physical demands.

Develops, supports, markets, and sells treasury management products and services for corporate and retail customers. Manages merchant portfolios, setups, pricing, growth, and customer relationships; assists commercial loan officers with prospects; researches and implements new products; manages departmental goals and budget; coordinates with branches, vendors, and customers; and may supervise a treasury management assistant. Travel between branches and customer locations is required.

Manages insurance client accounts and serves as the primary customer contact. Responsibilities include preparing proposals and quotes, issuing binders and endorsements, processing claims and loss notices, maintaining agency records, preparing certificates of insurance, assisting with renewals, and cross-selling insurance products. The role requires professional communication, accurate multitasking, regular office attendance, and a Colorado Property and Casualty insurance license.

Provide administrative and client-facing support for mortgage loan applications: answer calls, gather and review documentation, update CRM, coordinate with originators and processors, ensure timely disclosures, follow up on loan status, and perform general office duties.

Sells treasury management products and services to existing and prospective banking customers within an assigned territory. Demonstrates solutions, supports customer selection, develops prospects, makes joint lending calls, reports customer and competitive insights, and participates in trade shows. Installs and trains customers on treasury management equipment and access. Provides sales support for third-party merchant, payroll, and insurance services while maintaining product, market, and compliance knowledge.

Serve as first point of contact: greet clients, manage front desk, answer and route multi-line calls, support agents with scanning/filing/data entry, process payments, use agency management system (e.g., EPIC), handle mail and office supplies, and perform other administrative duties to ensure smooth office operations.

The Insurance Producer is responsible for outside sales of insurance products, new business development, client risk assessment, and maintaining effective communication with clients and partners.

Originates loans for resale on the secondary market, develops customer relationships, reviews loan applications, and ensures compliance with documentation and guidelines.

Originate loans for resale, develop customer relationships, review applications, analyze financial data, and ensure compliance with guidelines.

Responsible for originating loans, developing customer relationships, analyzing financial data, and ensuring loan applications are properly documented.

The Mortgage Originator originates loans for resale, develops customer relationships, and ensures loan documentation is complete while responding to customer requests.

Responsible for originating loans, developing customer relationships, reviewing loan applications, and ensuring proper documentation for mortgage processes.

The Financial Advisor develops customer portfolios and provides comprehensive financial planning while ensuring compliance and maintaining customer relations.