Personal Banker I

Civista Bank; Long Beach Township (NJ); On-site; USD 38,000 - 54,000; Full time

Job summary

Civista Bank is seeking a Personal Banker I in New Jersey to build and deepen customer relationships through a consultative sales approach. You will support the retail team with transactions, account servicing and cross-selling tailored financial solutions.

The role emphasizes proactive learning, product knowledge, and delivering exceptional customer experiences to help clients reach their financial goals and Civista's mission.

Qualifications

• Experience in retail banking customer service.
• Ability to recommend products to meet customer needs.
• Proactive in learning and adapting to procedures.

Responsibilities

• Engage daily with customers to build relationships and process transactions.
• Open new accounts, maintain existing accounts, and meet cross-sell goals.
• Refer partners to customers to provide integrated solutions.

Skills

Customer relationship building

Sales and cross-selling

Banking product knowledge

Account opening & maintenance

Job description

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.

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.