Personal Banker I

Civista Bank; Gahanna (OH); On-site; USD 34,000 - 42,000; Full time

Job summary

Civista Bank is seeking a Personal Banker I to build customer relationships using a consultative sales process and assist customers in achieving financial goals. The role supports the retail banking team with sales, service and operations while upholding bank policies and compliance.

You will routinely engage customers, open accounts, perform transactions, and educate clients on online and mobile banking tools. Strong communication and adaptability to new software are essential.

Qualifications

• 2–3 years teller experience required.
• Excellent oral, written and presentation skills.
• Detail oriented with the ability to meet deadlines.
• Ability to adapt to new software technologies.

Responsibilities

• Engage daily with customers to build relationships and provide a high level of service.
• Open new accounts, process transactions, and cross-sell products.
• Maintain knowledge of products and services to meet customer needs.
• Ensure operational tasks are completed accurately and on time.
• Promote technology in daily banking interactions and teach customers to use it.

Skills

Customer relationships

Sales skills

Communication

Detail oriented

Tech proficiency

Education

High School diploma

Job description

Position Purpose:

A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I demonstrates Civista Bank’s mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve.

Description

A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I demonstrates Civista Bank’s mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve.

Key Accountabilities, Responsibilities And Expectations

• 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.

Requirements

Qualifications, Knowledge and Skills:

• 2-3 years of previous teller experience required.
• 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.

Physical Requirements

• Work involves eye strain due to the constant use of computer screens, reading of reports and so forth.
• Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.
• Work involves lifting and moving objects up to 50 lbs.
• Work involves ability to read, hear, write, and communicate professionally both in person and via telephone.
• Work involves some travel to attend meetings, training, and so forth.

EOE - Race/Sex/Disability/Veteran

This Position Description is not a complete statement of all duties and responsibilities comprising this position.

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this position at any time.