Personal Banker I

Civista Bancshares, Inc.; Sandusky (OH); On-site; USD 38,000 - 52,000; Full time

Job summary

Civista Bank in Ohio is seeking a Personal Banker I to build relationships with customers, provide consultative financial solutions, and support the retail banking team. You will handle daily transactions and open new accounts while aiming for cross-sell goals.

The role emphasizes excellent communication, customer service, and adapting to new technology and procedures to improve the financial lives of customers and the bank.

Qualifications

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

Responsibilities

• Daily engagement of customers to build relationships through transactions, needs assessment and product referrals.
• Open new accounts, perform maintenance, meet cross-sell goals and solve problems daily.
• Grow knowledge of products and services to fulfill customer needs.
• Provide sales, service and operational support to the retail banking team.
• Adhere to policies, procedures and regulations for safety and soundness.
• Teach customers to use technology, mobile banking, P2P and online banking.

Skills

Customer relationships

Communication skills

Detail oriented

Problem solving

Education

High School diploma or equivalent

Tools

Technology proficiency

Job description

Civista Bank

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.
• 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.

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.

Equal employment opportunity, including veterans and individuals with disabilities.

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