Personal Banker II: Relationship & Lending Expert

Civista Bancshares, Inc.; North Olmsted (OH); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Civista Bank is seeking a Personal Banker II to maintain and grow customer relationships by delivering an exceptional banking experience. The role involves opening new accounts, processing loan applications, and assisting customers with digital banking tools.

The PB II will expand relationships through proactive service, product knowledge, and adherence to regulatory standards while contributing to community financial well-being.

Qualifications

• 3–5 years of teller experience or similar customer-facing banking role.
• Ability to open new consumer deposit and lending accounts.
• Strong written and oral communication; detail oriented.

Responsibilities

• Engage daily with customers to build relationships and provide an exceptional experience.
• Open new accounts and process loan applications; respond to inquiries.
• Identify opportunities to expand banking relationships and cross-sell products.
• Maintain knowledge of products and services to meet customer needs.
• Adhere to banking regulations and internal policies; ensure accuracy in all tasks.
• Assist customers with technology use (online banking, mobile apps, P2P).
• Support branch operations and cash handling per guidelines.

Skills

Customer service

Sales skills

Regulatory compliance

Communication

Adaptability

Education

High School diploma

Tools

Online Banking

Core Banking Software

Job description

Civista Bank is seeking a Personal Banker II to maintain and grow customer relationships by delivering an exceptional banking experience. The role involves opening new accounts, processing loan applications, and assisting customers with digital banking tools.

The PB II will expand relationships through proactive service, product knowledge, and adherence to regulatory standards while contributing to community financial well-being.