Personal Banker I - Remote Opportunity
About the Role
We are seeking a dedicated Personal Banker I to join our team at Pinnacle Bank. This remote Personal Banker I position offers an exciting opportunity to build long-term customer relationships while providing exceptional customer service. You will assist customers with account inquiries and help them navigate our banking products and services.
What You'll Do
- Assist customers in making informed product and service choices that best meet their needs.
- Initiate and service deposit accounts and related services while ensuring compliance with bank policies.
- Conduct follow-up calls and customer profiling activities to strengthen customer relationships.
- Process loan requests and conduct initial credit verifications as a consumer lender trainee.
- Provide interest rate quotes and assist customers with loan documentation and processing.
- Perform customer service duties, including answering inquiries and conducting customer research.
- Maintain accurate records and documentation for all banking transactions.
- Work collaboratively with team members to ensure high-quality service delivery.
Requirements
- High school diploma or equivalent.
- A minimum of 24 months of prior banking experience is preferred.
- Strong communication skills and ability to engage with clients professionally.
- Basic knowledge of banking regulations and policies.
- Ability to maintain confidentiality and demonstrate accuracy in a fast-paced environment.
- Proficiency in operating computer systems and banking software.
- Ability to work flexible hours, including weekends if required.
- Demonstrated ability to function as a team player and provide leadership in customer service.
Nice to Have
- Experience with consumer lending and loan processing.
- Familiarity with personal and business banking products.
- Willingness to participate in ongoing educational opportunities.
What We Offer
- Competitive salary with opportunities for growth.
- Comprehensive benefits package including health insurance.
- Remote work flexibility to support work-life balance.
- Professional development opportunities to enhance your skills.
- Supportive team environment focused on customer satisfaction.
This Personal Banker I role at Pinnacle Bank offers a great opportunity for those looking to start their career in banking with remote work flexibility and competitive pay.
Who Will Succeed Here
Proficient in digital banking platforms such as FIS or Jack Henry, enabling efficient customer service and loan processing in a remote setting.
Strong ability to adapt communication styles to different customer needs, ensuring clarity in navigating banking regulations and products while working independently.
Detail-oriented mindset with a proactive approach to problem-solving, essential for addressing customer inquiries effectively and maintaining compliance with banking regulations.
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