Personal Banker I — Build Relationships, Solve Financial Needs

Civista Bank; Sandusky (NY); On-site; USD 35,000 - 45,000; Full time

Job summary

Civista Bank is seeking a Personal Banker I to build and maintain customer relationships using a consultative sales approach. The role provides sales, service and operational support to the retail banking team and promotes Civista Bank's mission to improve the financial lives of employees, shareholders and the communities served.

The PB I will engage daily with customers, open and maintain accounts, cross-sell products, and stay current with banking technologies and procedures.

Qualifications

• 2-3 years of teller experience.
• 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.

Responsibilities

• 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.

Skills

Customer service

Oral communication

Written communication

Presentation skills

Relationship building

Education

High school diploma

Job description

Civista Bank is seeking a Personal Banker I to build and maintain customer relationships using a consultative sales approach. The role provides sales, service and operational support to the retail banking team and promotes Civista Bank's mission to improve the financial lives of employees, shareholders and the communities served.

The PB I will engage daily with customers, open and maintain accounts, cross-sell products, and stay current with banking technologies and procedures.