Personal Banker I - Floating

Civista Bancshares, Inc.; Sandusky (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Personal Banker I to enhance customer relationships through a consultative sales process. This role involves engaging with customers to understand their financial needs and offering tailored solutions. The ideal candidate will have a strong background in sales and customer service, with a commitment to personal growth and adaptability to new technologies. Join a team dedicated to improving financial lives and making a meaningful impact in the community. If you're passionate about helping others achieve their financial goals, this is the perfect opportunity for you.

Qualifications

• 2-3 years of previous teller experience required.
• Excellent oral and written communication skills are essential.

Responsibilities

• Engage customers daily to build relationships and provide solutions.
• Ensure operational tasks are completed accurately and timely.

Skills

Customer Relationship Management

Sales Skills

Detail Oriented

Technology Adaptability

Communication Skills

Education

High School Diploma or Equivalent

Tools

Mobile Banking Technology

Online Banking Systems

Job description

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.

EEO - Race/Sex/Disability/Veteran