Personal Banker I

Civista-Bank; South Dayton (OH); On-site; USD 40,000 - 48,000; Full time

Job summary

Civista Bank in Dayton, OH is seeking a Personal Banker I to foster customer relationships through a consultative sales approach, helping customers achieve their financial goals with bank products and services.

You will handle daily transactions, open and maintain accounts, refer partners to expand solutions, and support the retail team while pursuing cross-sell opportunities, with a focus on continuous learning and adapting to new procedures.

Responsibilities

• Daily engagement of customers to build relationships, 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.

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.