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Career Opportunities with Pinnacle Bank

Pinnacle Bank has been the go-to community business bank for the past 12 years. They have offices in Morgan Hill, Gilroy and Salinas. Pinnacle Bank believes that their clients should come first. They understand that no two clients are alike and take great pride in developing their products to fit their client’s 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.



SBA Lending Coordinator

Department: Credit Administration
Reports to: Deputy Chief Credit Officer (Deputy CCO)
Location: Morgan Hill

Apply for this position.


Position Description:
Act as Bank’s subject-matter expert regarding the SBA’s Standard Operating Procedures. Support the Bank’s RM Team by vetting new SBA 7a opportunities for eligibility and coordinate all 7a application documents from start to completion and confirmation of a SBA number. Contribute to and/or review SBA 7a Credit Authorizations ensuring all key elements are included and sufficiently addressed. You would be responsible for ensuring the Bank’s files contain all SBA required documentation and are conducive to periodic SBA audits. Act as the Bank’s liaison with the secondary market. Responsible for the Bank’s reporting requirements to the SBA. Develop internal procedures for the above key areas of responsibility with focus on accuracy and efficiency and provide internal SBA 7a training.


Education and/or Experience Needed:

  • Associate’s or Bachelor’s degree with emphasis in business preferred. Equivalent industry experience to be considered if complemented with ongoing industry related training and education.
  • Proficiency in SBA 7a documentation/eligibility/underwriting requirements combined with a strong knowledge and understanding of the SBA SOP preferred. Experience with LaserPro and/or Abrigo/Sageworks would be considered a plus.
  • Minimum five years of experience in SBA 7a lending preferred. Experience in relationship banking would be considered a plus.
  • Intermediate knowledge of related state and federal banking compliance regulations, bank operational and lending policies and procedures, and the bank products and services, including related lending regulations.





Loan Services Officer II

Department: Loan Services
Reports to: Loan Services Administrator
Location: Salinas

Apply for this position.


Position Description:
Prepare loan documents via LaserPro for Commercial, Construction, SBA & Consumer loans. Review loan documentation for accuracy and completeness; monitors compliance with state and federal laws and regulations and the Bank’s lending policies and procedures. Provide and/or receive information and discuss and/or resolve problems with relationship managers and other employees, escrow officers, vendors, outside legal counsel and other personnel related to documentation and regulations. Work together with coworkers to ensure the workload is completed timely and accurately. May receive and process consumer loan applications, including providing regulatory disclosures and processing credit authorizations. Initiates collateral ticklers to ensure proper receipt of collateral insurance, UCCs, deeds of trust, title policies and other documentation via CreditQuest. Onboarding new loans via Horizon Reviews Final Title Policies for accuracy and perform additional duties as assigned.


Education and/or Experience Needed:

  • Minimum five years of LaserPro experience.
  • Minimum five years of Loan Servicing and/or related Lending experience.
  • Advanced knowledge of commercial, SBA, construction, real estate and consumer loan products and processing.
  • Advanced knowledge of related state and federal banking compliance regulations, bank operational and lending policies and procedures, and the bank products and services, including related lending regulations.





Loan Services Representative

Department: Loan Services
Reports to: Loan Services Administrator
Location: Salinas

Apply for this position.


Position Description:
Assist in handling client service and loan officer calls. Assist in completion of loan operational and credit administration reports. May receive and process consumer loan applications, including provide regulatory disclosures and processing credit authorizations. Provide and/or receives information and discusses and/or resolves problems with relationship managers and other employees, escrow officers, vendors, and other personnel related to documentation and regulations. Work together with coworkers to ensure the workload is completed timely and accurately. Organize documentation workflow, delegates assignments and ensures appropriate training for staff. Support and coordinate with Loan Services Manager and Bank Compliance Officer in all areas of regulatory lending compliance. May prepare and send decline letters when applicable. May process paid loans, including releases of collateral and Perform additional duties as assigned.


Education and/or Experience Needed:

  • Minimum two years of loan servicing experience.
  • Knowledge of commercial, SBA, construction, real estate and consumer loan products and processing.
  • Knowledge of related state and federal banking compliance regulations, bank operational and lending policies and procedures, and the bank products and services, including related lending regulations.





Client Service Representative

Department: Client Service

Reports to: Regional Client Service Manager

Location: All Banking Offices

Apply for this position.


Position Description:
Perform a variety of banking transactions in compliance with legal requirements and Bank policies and procedures. Provide coverage to all four banking offices as needed. Provide accurate, friendly client service in a timely manner. Maintain currency and coin under prescribed limits. Adhere to Bank security policies and maintains confidentiality of records and client information. You will explain products and services to clients and potential clients, referring such clients to appropriate personnel if needed. Open new accounts for clients ensuring all Client 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. 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 and performs other duties as necessary.


Education and/or Experience Needed:

  • High school diploma, GED, or equivalent required.
  • 1-2 years prior client service and cash handling experience.
  • Attention to detail.
  • Dependability and the highest ethical standards.
  • Basic math skills and the ability to multi-task.



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