Personal Banker II: Relationship Builder & Banking Solutions

Civista Bank; Greenwich (CT); On-site; USD 50,000 - 65,000; Full time

Job summary

Civista Bank in Greenwich, CT is seeking a Personal Banker II to build and maintain strong customer relationships, open new accounts, process loan applications, and respond to customer inquiries while identifying opportunities to expand banking relationships.

The PB II will drive product knowledge, adhere to banking regulations, support cross-selling, and help customers use technology such as online banking and mobile apps, while delivering an exceptional customer experience daily.

Qualifications

• 3-5 years of teller experience required.
• Excellent oral, written and presentation skills.
• 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 interruptions.

Responsibilities

• Daily engagement of customers to build relationships and drive sales production.
• Open new consumer deposit and lending accounts; open business accounts; perform maintenance and cross-sell.
• Adhere to regulations and bank policies to ensure safety and soundness.
• Understand all aspects of consumer lending and new accounts; manage relationships over time.
• Encourage using technology in everyday banking interactions (online banking, mobile apps).
• Maintain cash levels and complete daily operational tasks.

Skills

Customer service

Communication

Detail oriented

Deadline-driven

Technology savvy

Education

High School diploma or equivalent

Job description

Civista Bank in Greenwich, CT is seeking a Personal Banker II to build and maintain strong customer relationships, open new accounts, process loan applications, and respond to customer inquiries while identifying opportunities to expand banking relationships.

The PB II will drive product knowledge, adhere to banking regulations, support cross-selling, and help customers use technology such as online banking and mobile apps, while delivering an exceptional customer experience daily.