Personal Banker II: Relationship & Lending Pro

Civista Bancshares, Inc.; Greenwich Township (OH); On-site; USD 40,000 - 52,000; Full time

Job summary

Civista Bank in Ohio seeks a Personal Banker II to manage customer relationships and provide an exceptional banking experience. You’ll open accounts, process transactions, and respond to inquiries while identifying opportunities to expand current relationships.

Develop product knowledge, meet cross-sell goals, and adhere to regulations. Strong communication and tech savvy are essential for success in this role.

Qualifications

• 3-5 years of teller experience required.
• 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.
• Ability to work under deadlines with frequent interruption.

Responsibilities

• Daily engagement of customers to build relationships and provide exceptional service.
• Open new accounts and respond to customer inquiries and requests.
• Identify opportunities to expand banking relationships and cross-sell products.
• Adhere to regulations and bank policies to ensure safety and soundness.
• Develop product knowledge to meet customer needs and support sales goals.
• Maintain accurate, efficient handling of transactions and documentation.

Skills

Teller experience

Customer service

Sales / cross-sell

Communication

Tech aptitude

Education

High School diploma or equivalent

Job description

Civista Bank in Ohio seeks a Personal Banker II to manage customer relationships and provide an exceptional banking experience. You’ll open accounts, process transactions, and respond to inquiries while identifying opportunities to expand current relationships.

Develop product knowledge, meet cross-sell goals, and adhere to regulations. Strong communication and tech savvy are essential for success in this role.