Personal Banker II: Relationship Builder & Lending Expert

Civista Bancshares, Inc.; Castalia (OH); On-site; USD 35,000 - 52,000; Full time

Job summary

Civista Bank seeks a Personal Banker II in Castalia, OH to build and maintain strong customer relationships by delivering exceptional service. You will open new accounts, process loan applications, answer inquiries, and identify opportunities to expand banking relationships with customers.

The role emphasizes teamwork and regulatory compliance. You will develop product knowledge, assist customers with transactions, timelines, and technology tools, including online banking and mobile features,

Qualifications

• 3-5 years of teller experience or equivalent
• 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

Responsibilities

• Engage daily with customers to build relationships and process transactions
• Adhere to regulations and policies to ensure safety and soundness of customers and the bank
• Open new consumer deposit and lending accounts; perform maintenance and cross-sell
• Understand consumer lending and accounts throughout the life of the relationship
• Grow knowledge and adapt to new procedures and systems to grow the organization and team
• Maintain cash levels and outages within established guidelines
• Communicate internally and externally consistently
• Teach customers how to use technology in everyday banking (online banking, mobile, P2P)

Skills

Customer service

Communication skills

Attention to detail

Technology proficiency

Education

High school diploma or equivalent

Job description

Civista Bank seeks a Personal Banker II in Castalia, OH to build and maintain strong customer relationships by delivering exceptional service. You will open new accounts, process loan applications, answer inquiries, and identify opportunities to expand banking relationships with customers.

The role emphasizes teamwork and regulatory compliance. You will develop product knowledge, assist customers with transactions, timelines, and technology tools, including online banking and mobile features,