Personal Banker I-Float

Civista Bank • Dublin, OH

3d

About The Position

A Personal Banker I (PB I) maintains and builds customer relationships using a consultative sales process to proactively provide solutions that help new and existing customers achieve their financial goals. The role also provides sales, service, and operational support to the retail banking team and demonstrates Civista Bank’s mission to improve the financial lives of employees and shareholders and make a difference in the communities it serves.

The Personal Banker engages customers daily, processes transactions, assesses needs, recommends products, and refers customers to partners to create an exceptional customer experience. The role requires knowledge of products and services to open and maintain accounts, meet cross-sell goals, and solve customer problems. The banker also completes operational tasks, handles customer requests accurately and promptly, maintains cash levels within established guidelines, communicates consistently, follows applicable regulations and policies, and encourages customers to use everyday banking technology.

Requirements

• 2–3 years of previous teller experience.
• Excellent oral, written, and presentation skills.
• Detail-oriented, with the ability to work under deadlines and frequent interruptions.
• High school diploma or equivalent.
• Above-average knowledge of technology and willingness to adapt to new software technologies.
• Ability to read, hear, write, and communicate professionally in person and by telephone.

Responsibilities

• Engage with customers daily to build relationships by processing transactions, assessing needs, recommending products, and referring customers to partners.
• Develop knowledge of products and services, open new accounts, perform account maintenance, meet cross-sell goals, and solve customer problems.
• Pursue daily personal growth through active learning and adapt to new procedures and systems.
• Complete operational tasks daily in accordance with established requirements.
• Execute customer requests with speed and accuracy.
• Maintain cash levels and outages within established guidelines.
• Communicate consistently with internal and external stakeholders.
• Follow regulations, policies, and procedures to support the safety and soundness of customers and the bank.
• Encourage the use of technology in banking interactions and teach customers to use mobile banking, P2P, online banking, and other technologies.
• Travel as needed to attend meetings and training.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED