Accounting, Banking Operations, Banking Services, Business Administration, Communication Skills, Cross-Selling, Economics, Finance, Life Insurance, Loan Operations, Loan Policy, Loan Portfolio, Marketing, Multitasking, Operations, Physical Demands, Prescription Drugs, Problem Solving Skills, Reporting Skills, Retail Operations, Sales, Team Player, Time Management, Training Program
Description
GENERAL SUMMARY:
The management training program has been established to assist management in filling executive and supervisory positions within the Pinnacle Bancorp banks and to permit a trainee to absorb a wide range of banking activities to fully familiarize him or herself with the total operation of a bank in a relatively short period of time. The training is scheduled to run from twelve to eighteen months depending on the progress of the trainee and availability of the trainers.
- Responsible for learning daily operations of retail, operations, and lending in branch environment.
- Prospects new customers. Cross sells banking services to new and existing customers.
- Prepares reports for Management.
- Ability to manage a portfolio of loan accounts and assist with preparation for loan committee.
- Completes required trainings.
- Attends customer or bank sponsored events and actively builds relationships.
- Performs other duties as assigned by management.
- Regular and reliable attendance.
KNOWLEDGE, SKILLS, AND ABILITIES:
- Knowledge of bank operations, products, and policies.
- Knowledge of lending practices and principles.
- Knowledge of sales and marketing practices and principles
- Skill in communicating with co-workers, customers, and management in a courteous and professional manner.
- Skill in problem solving.
- Skill to make sound decisions.
- Ability to work within strict time constraints and a handle multiple tasks simultaneously.
- Ability to maintain confidentiality.
- Ability to function as a team player.
- Ability to take initiative to self-start tasks and projects.
EDUCATION AND EXPERIENCE:
- College degree in Finance, Business Administration, Economics, Accounting or related area.
BENEFITS:
- Benefits for employees working at least 35 hours per week include 8 paid holidays; 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO); 16 hours of paid sick time upon hire date; health, dental, prescription drug card, vision, and voluntary life insurance plans; health savings account with employer contributions; flexible medical and dependent care spending plans; 401K plan after 3 months and start of next quarter with employer contributions and profit sharing; $50,000 group term life insurance; long term disability insurance and employee assistance program. If working less than 35 hours per week, above benefits are modified.
PHYSICAL REQUIREMENTS:
NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.
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Pinnacle Bank/Bank of Colorado