Personal Banker I

Civista Bank•Sandusky, OH

32d

About The Position

A Personal Banker I maintains and builds customer relationships through a consultative sales process, proactively providing 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 with customers daily, processes transactions, assesses needs, recommends products, refers customers to partners, opens and maintains accounts, meets cross-sell goals, and resolves problems. The role requires learning products and services, adapting to procedures and systems, completing operational tasks, executing customer requests accurately and promptly, and maintaining cash levels and outages within established guidelines. The banker communicates consistently, follows policies and regulations, supports the safety and soundness of customers and the bank, and encourages customers to use digital banking technologies.

Requirements

2–3 years of previous teller experience.
High school diploma or equivalent.
Excellent oral, written, and presentation skills.
Detail-oriented, with the ability to work under deadlines and frequent interruptions.
Above-average knowledge of technology and willingness to adapt to new software technologies.

Responsibilities

Engage with customers daily to build relationships, process transactions, assess needs, recommend products, refer customers to partners, and create an exceptional customer experience.
Develop knowledge of products and services to fulfill customer needs.
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.
Ensure operational tasks are followed and completed daily.
Execute customer requests with speed and accuracy.
Maintain cash levels and outages within established guidelines.
Communicate consistently internally and externally.
Adhere to regulations, policies, and procedures to ensure the safety and soundness of customers and the bank.
Encourage customers to use banking technology and teach them to use mobile banking, P2P, online banking, and other technology.