Teams at Pinnacle Bank

Develops and maintains customer portfolios, prospects and solicits new clients, cross-sells banking services, and assists with comprehensive financial planning and periodic client reviews. The role requires compliance with policies, customer relationship management, community involvement, and knowledge of securities, investment products, and individual and business financial planning. Compensation is 100% commission.

Provides clerical and administrative support for commercial services and branch operations, including customer service, correspondence, phone calls, documentation, mail, transfers, and product sales support. Maintains accurate records, assists customers and management, manages multiple deadlines, and performs other assigned duties. The role operates Monday through Saturday on a rotating schedule and includes occasional local travel to visit existing and prospective customers.

Oversees daily branch operations and assists the operations manager with supervising personnel, enforcing banking policies, serving customers, promoting bank products, reviewing reports, supporting compliance, preparing budgets, and training staff. The role may perform personal banking, account opening, teller, customer service, and account maintenance duties while helping the branch meet financial, operational, and service goals.