Personal Banker II

Civista Bank; Lawrenceburg (IN); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Personal Banker II to enhance customer relationships and provide exceptional service. This role involves opening new accounts, completing loan applications, and ensuring customer satisfaction. The ideal candidate will have a strong background in customer service and sales, coupled with excellent communication skills. Join a dynamic team dedicated to improving the financial lives of individuals and making a positive impact in the community. If you are passionate about banking and customer engagement, this opportunity is perfect for you.

Qualifications

• 3-5 years of teller experience required.
• Excellent communication and presentation skills are essential.

Responsibilities

• Engage with customers to build relationships and process transactions.
• Ensure compliance with regulations and maintain operational tasks.

Skills

Customer Relationship Management

Communication Skills

Sales Skills

Detail-oriented

Technology Proficiency

Education

High School Diploma or Equivalent

Job description

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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.

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

• Engage daily with customers to build relationships, process transactions, assess needs, recommend products, and refer partners to create an exceptional customer experience.
• Adhere to regulations, policies, and procedures to ensure the safety and soundness of customers and the bank.
• Develop extensive knowledge of products and services to meet customer needs, drive sales, open accounts, perform maintenance, meet cross-sell goals, and solve problems efficiently.
• Understand all aspects of consumer lending and new accounts; build customer trust and manage relationships throughout the customer lifecycle.
• Commit to personal growth through active learning and adapt to new procedures and systems.
• Ensure operational tasks are completed daily.
• Maintain cash levels and outages within guidelines.
• Communicate consistently and effectively internally and externally.
• Promote and teach the use of banking technology, including mobile banking, P2P, and online banking.

Requirements

Qualifications, Knowledge and Skills:

• 3-5 years of teller experience required.
• Excellent communication, presentation, and written skills.
• Detail-oriented with the ability to meet deadlines amidst interruptions.
• High School diploma or equivalent.
• Proficient with technology and adaptable to new software.
• Ability to work under deadlines and handle interruptions.

Physical Requirements

• Work involves eye strain from computer use and reading reports.
• Ability to concentrate in sometimes distracting environments.
• Ability to lift and move objects up to 50 lbs.
• Ability to read, hear, write, and communicate professionally in person and via phone.
• Some travel for meetings and training.

EOE - Race/Sex/Disability/Veteran

This position description is not exhaustive; management may assign additional duties as needed.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Banking