Career Opportunities with Pinnacle Bank
Pinnacle Bank has been the go-to community bank for more than 17 years. We have offices in Campbell, Morgan Hill, Gilroy, and Salinas. At Pinnacle Bank, we believe that our clients always come first. We understand that no two clients are alike and take great pride in developing our products to fit our clients' needs.
Below you will find the latest in open job positions. To apply, click on the email link above the position description within the job posting. Please attach your resume to the email.
Pinnacle Bank is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis.
Position: Client Service Officer
Department: Client Services
Reports to: Client Service Manager
Salary: Base compensation is dependent upon role, experience and skill set.
Min $28.50/hr - Max $55.00/hr
Click here to apply for this position
Position Description:
As a client service officer, you will need to ensure accurate and timely service to all clients
and ensure that daily operations are completed according to applicable government regulations
and Bank policy. You will assist the client service manager in providing leadership, training,
and supervision to staff in an effort to ensure adherence to operational policy and procedures.
You will also participate in the growth of the office by partnering with relationship managers
and the service manager in acquiring new relationships and maintaining existing relationships.
You will meet with prospects and clients to gain an understanding of their banking needs by
opening new accounts, setting up cash management services, and processing teller transactions.
You will need to ensure that the banking office adheres to regulatory requirements and that CIP
requirements are being met throughout account opening and maintenance. You will need to possess
an in-depth understanding of all bank products and services. You will be expected to effectively
communicate products/services, match clients with the appropriate products and services to best
meet their needs, and perform additional duties as assigned.
Location: Campbell, CA
Essential Duties and Responsibilities include the following. Other duties may be assigned.
- Ensure that superior service is delivered to clients at all times.
- Meet with prospects and clients to gain an understanding of their banking needs by opening new accounts, set up cash management services, and process teller transactions
- Use problem solving skills to resolve operational and service problems effectively and efficiently.
- Make recommendations for process and productivity improvements.
- Ensure daily operations are completed accurately, timely, and within the guidelines of the Bank’s operating procedures.
- Ensure that branch adheres to regulatory requirements.
- Ensure that CIP requirements are being met throughout account opening and maintenance.
- Possess an in-depth understanding of all bank products and services. Effectively communicate products/services and match the client with the appropriate products and services to best meet their needs.
- Order and maintain general office supplies.
- Perform Supervisory Responsibilities, including directly managing the client service staff, in the absence of a client service manager.
- Perform additional duties as assigned.
Qualifications:
- Intermediate computer skills including:
- Microsoft Office
- Internet
- Excel
- Outlook
- Other Database related internal software
- Advanced organizational skills
- Good written and oral communication skills
- Ability to work with limited or no supervisory involvement
- Ability to communicate effectively (i.e., strong listening, oral, and written communication skills) and interact with people at all levels of the company, resulting in respect of peers and individuals at all levels of the company
- Strong analytical skills
- Strong problem solving skills
- Self-starter; strong level of initiative and commitment
- Strong attention to detail
- Team player
- Flexibility
Position: Client Service Representative
Department: Client Services
Reports to: Client Service Manager
Salary: Base compensation is dependent upon role, experience and skill set.
Min $22.00/hr - Max $33.00/hr
Click here to apply for this position
Position Description:
As a client service representative, you will perform a variety of banking transactions in compliance
with legal requirements and Bank policies and procedures. You will need to provide coverage to all
four banking offices as needed. You will need to provide accurate, friendly client service in a timely
manner, maintain currency and coin under prescribed limits, adhere to Bank security policies, and
maintain confidentiality of records and client information.
Essential duties and responsibilities include the following:
- Explain products and services to clients and potential clients, referring such clients to appropriate personnel if needed
- Open new accounts for clients ensuring all Customer Identification Procedures requirements are met while obtaining proper documentation.
- Answer routine client inquiries regarding account status, interest and term provisions, Bank policies, and additional products and services available
- Display increased proficiency in quality service, productivity, and risk management
- Exercise judgment and discretion in the completion of daily tasks and interaction with clients
- Be responsible for all currency, negotiable items in their control
- Process online and offline transactions and corrections (e.g. deposits, withdrawals, and check cashing)
- Maintain up-to-date knowledge of all products and services
- Assist in banking office activities necessary for daily operations
- Complete all required regulatory quarterly, semi-annual, and annual training
- Participate in Bank-sanctioned community organizations/activities
- Perform other duties as necessary
Location: Salinas, CA
Education/Experience:
- High School Diploma, GED or equivalent required
- 1-2 years prior client service and cash handling experience
Qualifications:
- Attention to detail
- Dependability and the highest ethical standards
- Basic math skills and the ability to multi-task
- Must have basic computer skills including Ten-Key (by sight), Microsoft Office, Internet, Outlook, and other database-related internal software necessary for daily functioning
- Good written, verbal, and electronic communication skills
- Professional image and ability to communicate effectively
- Team player
Position: Accounting Specialist
Department: Finance and Accounting
Reports to: Controller
Salary: Base compensation is dependent upon role, experience and skill set.
Min $26.50/hr - Max $33.00/hr
Click here to apply for this position
Position Description:
The position is responsible for performing daily accounting tasks in the areas of accounts payable,
accounts receivable, fixed asset, month-end reconciliation, and other accounting activities and
special projects as assigned.
Essential Duties and Responsibilities:
- Receive vendor invoices and process vendor payments in the Bank’s Accounts Payable system, including reconciling vendor accounts as needed.
- Maintain Prepaid and Fixed Assets systems and perform related accounting procedures, analyses, and general ledger entries.
- Review and reconcile assigned DDA and general ledger accounts.
- Support month-end close activities by providing detailed review of critical vendor accounts such as those that provide IT support and data processing to the Bank.
- Support adherence to policies and procedures by performing or assisting in the preparation or review of account reconciliations, certifications, roll forwards, and analysis.
- Provide assistance in fulfilling information requests of management, examiners, external and internal auditors.
- Assist with year-end filing of 1099-MISC and Business Property Taxes.
- Assist in documenting and keeping department procedures up-to-date for daily and routine tasks.
- Protect operations by keeping financial information confidential.
- Update job knowledge by participating in educational opportunities.
- Contribute to team effort by accomplishing related results as needed.
- Assist with other projects/duties as assigned.
Education/Experience:
- 3+ years of experience in Accounting and Finance roles
- Associate Degree in Accounting/Finance or higher
Qualifications:
To perform this job successfully, an individual must be detail-oriented, with an emphasis on accuracy
and timeliness, prompt follow-through on requests and inquires, and an ability to work independently
and collaboratively with different levels of employees across the organization. The requirements
listed below are representative of the knowledge, skill, and/or ability required. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential functions.