Personal Banker: Build Relationships & Tech-Savvy Banking

Civista Bancshares, Inc.; Sandusky (OH); On-site; USD 36,000 - 52,000; Full time

Job summary

The Civista Bank is seeking a Personal Banker to build relationships and deliver exceptional customer experiences by understanding needs and recommending products. This role emphasizes accuracy, cash handling, and seamless operations while guiding customers through digital banking tools.

Responsibilities include proactive service, meeting daily tasks, and promoting technology adoption to improve customers' financial lives. Occasional travel is required to support branches and training.

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

Presentation skills

Attention to detail

Deadline management

Technology adaptability

Education

High School diploma or equivalent

Job description

The Civista Bank is seeking a Personal Banker to build relationships and deliver exceptional customer experiences by understanding needs and recommending products. This role emphasizes accuracy, cash handling, and seamless operations while guiding customers through digital banking tools.

Responsibilities include proactive service, meeting daily tasks, and promoting technology adoption to improve customers' financial lives. Occasional travel is required to support branches and training.