Personal Banker I: Relationship Builder & Tech-Smart Advisor

Civista Bancshares, Inc.

Holgate (OH)

On-site

USD 32,000 - 48,000

Full time

14 days+

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Job summary

Civista Bancshares, Inc. is seeking a Personal Banker I to grow customer relationships through consultative banking, performing transactions, and helping clients achieve financial goals.

The role supports sales, service and operations for the retail banking team. The PB I will build product knowledge, open and maintain accounts, and work toward cross-sell objectives while adhering to bank policies and regulatory guidelines.

Qualifications

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

Responsibilities

  • Engage customers daily to build relationships and process transactions.
  • Open new accounts, maintain accounts, meet cross-sell goals, and resolve issues.
  • Provide ongoing technology guidance to customers (mobile banking, online banking, etc.).
  • Ensure daily operational tasks are completed accurately and on time.
  • Maintain cash accuracy and proper handling in accordance with policies.

Skills

Customer service
Communication
Attention to detail
Adaptability to technology
Teller experience

Education

High School diploma

Job description

Civista Bancshares, Inc. is seeking a Personal Banker I to grow customer relationships through consultative banking, performing transactions, and helping clients achieve financial goals.

The role supports sales, service and operations for the retail banking team. The PB I will build product knowledge, open and maintain accounts, and work toward cross-sell objectives while adhering to bank policies and regulatory guidelines.

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