Client-Focused Personal Banker I

Civista Bank; Holgate (OH); On-site; USD 42,000 - 54,000; Full time

Job summary

Civista Bank is seeking a Personal Banker I to build and maintain customer relationships through a consultative sales approach. The role supports the retail banking team with sales, service, and operational duties at the local branch.

The PB I will develop product knowledge to fulfill customer needs, open and maintain accounts, meet cross-sell goals, and ensure accurate transaction processing with strong regulatory compliance.

Qualifications

• 2-3 years teller experience required.
• Excellent oral, written and presentation skills.
• Detail oriented with ability to work under deadlines with frequent interruptions.
• High School diploma or equivalent required.
• Above average knowledge of technology and willingness to adapt to new software technologies.
• Ability to work under deadlines with frequent interruption.

Responsibilities

• Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience.
• Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily.
• Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team.
• Ensuring operational tasks are followed & completed daily.
• Execute customer requests with speed and accuracy.
• Maintain cash levels and outages within the parameters of the established guidelines.
• Constant, consistent communication internally and externally.
• Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank.
• Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc.

Skills

Customer service

Communication skills

Attention to detail

Sales experience

Tech-savviness

Education

High School diploma or equivalent

Job description

Civista Bank is seeking a Personal Banker I to build and maintain customer relationships through a consultative sales approach. The role supports the retail banking team with sales, service, and operational duties at the local branch.

The PB I will develop product knowledge to fulfill customer needs, open and maintain accounts, meet cross-sell goals, and ensure accurate transaction processing with strong regulatory compliance.