Personal Banker: Build Relationships & Drive Growth

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

Job summary

Civista Bank is seeking a Personal Banker who will focus on building customer relationships and delivering an exceptional experience. You will assess client needs, recommend banking products, and refer partners to grow the branch and the bank.

The role emphasizes daily learning, adherence to procedures, and strong communication skills to ensure accurate service and safe banking operations. A high school diploma is required, with tech proficiency encouraged via new software tools.

Qualifications

• Customer service, sales, and cash handling experience preferred.
• Excellent oral, written and presentation skills
• Detail oriented with the 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

• Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank.
• Dedication to personal growth through daily learning. Adapting to current and 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

Sales experience

Cash handling

Oral communication

Written communication

Presentations

Attention to detail

Deadline management

Tech Savvy

Education

High School diploma

Job description

Civista Bank is seeking a Personal Banker who will focus on building customer relationships and delivering an exceptional experience. You will assess client needs, recommend banking products, and refer partners to grow the branch and the bank.

The role emphasizes daily learning, adherence to procedures, and strong communication skills to ensure accurate service and safe banking operations. A high school diploma is required, with tech proficiency encouraged via new software tools.