Personal Banker II

Civista Bank; Dayton (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

Civista Bank is seeking a Personal Banker II to maintain and grow customer relationships, open new accounts, and assist with loan applications. The role emphasizes exceptional customer experience, cross-selling, and strong knowledge of banking products and technology.

Responsibilities include handling transactions, meeting cross-sell goals, and guiding customers in using digital banking tools while ensuring compliance with bank policies and regulations.

Qualifications

• 3-5 years of teller experience or equivalent required.
• High School diploma or equivalent required.
• Excellent oral, written and presentation skills.
• Above average knowledge of technology and willingness to adapt to new software.
• Ability to work under deadlines with frequent interruptions.

Responsibilities

• Open new consumer deposit and lending accounts and respond to customer inquiries.
• Process transactions and build customer relationships through daily engagement.
• Provide product recommendations and referrals to partners to expand banking relationships.
• Adhere to regulations and bank policies to ensure safety and soundness.
• Educate customers on technology usage (mobile banking, online banking, etc.).

Skills

Customer relationship building

Communication skills

Attention to detail

Technology literacy

Time management

Education

High School diploma or equivalent

Job description

Civista Bank

Description:

Position Purpose:

A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships. The PB II 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.
• Adhere to regulations, following policies and procedures to ensure safety and soundness of customers and the bank.
• Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production. Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and solving problems daily. Competently, with speed and accuracy, execute on customer requests.
• Understanding all aspects of consumer lending and new accounts in daily and weekly activities; building customer trust and managing relationships through the life of the customer relationship.
• 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.
• Maintain cash levels and outages within the parameters of the established guidelines.
• Constant, consistent communication internally and externally.
• 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:

• 3-5 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.

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