Personal Banker II: Grow Relationships & Cross-Sell

Civista Bank; Wellington (KY); Vor Ort; USD 36.000 - 48.000; Vollzeit

Zusammenfassung

Civista Bank is seeking a Personal Banker II to enhance customer relationships and expand banking relationships. The role involves opening consumer deposits and lending accounts, processing loan applications, and addressing inquiries with accuracy and speed.

You will develop product knowledge to meet customer needs, meet cross-sell goals, and educate clients on mobile and online banking tools, while adhering to bank policies and regulatory requirements.

Qualifikationen

• Open new consumer deposit and lending accounts; perform maintenance.
• Meet cross-sell goals and support lifecycle of customer relationships.
• Adhere to regulations and policies for safety and soundness.

Aufgaben

• Daily engagement of customers to build relationships.
• Process transactions and refer partners to customers to create an exceptional experience.
• Open new accounts and respond to customer inquiries and requests.
• Understand all aspects of consumer lending and new accounts in daily activities; build trust across relationships.
• Maintain cash levels and outages within established guidelines.
• Communicate effectively internally and externally, and encourage technology use in everyday banking.

Kenntnisse

Teller experience

Oral & written communication

Detail oriented

Technology aptitude

Time management

Ausbildung

High School diploma or equivalent

Jobbeschreibung

Civista Bank is seeking a Personal Banker II to enhance customer relationships and expand banking relationships. The role involves opening consumer deposits and lending accounts, processing loan applications, and addressing inquiries with accuracy and speed.

You will develop product knowledge to meet customer needs, meet cross-sell goals, and educate clients on mobile and online banking tools, while adhering to bank policies and regulatory requirements.