Personal Banker II: Relationship Builder & Growth Driver

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 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.