Personal Banker I

Civista-Bank; Sandusky (OH); On-site; USD 38,000 - 48,000; Full time

Job summary

Civista Bank is seeking a Personal Banker I to solidify customer relationships, process transactions, and identify financial solutions for clients in Sandusky, Ohio. The role supports sales, service, and operations within the retail banking team.

The PB I will open and maintain accounts, meet cross-sell targets, and help customers adopt technology like online and mobile banking while adhering to bank policies and regulatory requirements.

Qualifications

• 2–3 years of teller experience.
• Excellent oral and written communication.
• Detail oriented; able to work under deadlines.
• High School diploma or equivalent.
• Strong technology skills and adaptability.

Responsibilities

• Engage with customers daily to build relationships and process transactions.
• Open new accounts, maintain existing ones, and cross-sell products.
• Learn procedures and systems to support growth of the team and organization.
• Follow policies and regulatory guidelines to ensure safety and soundness.
• Promote and teach technology usage in everyday banking, including online and mobile banking.

Skills

Teller experience

Communication skills

Attention to detail

Technology proficiency

Education

High School Diploma

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.
• 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.