Personal Banker II

Civista Bancshares • Shelby, OH

365d

About The Position

A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships. The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve.

Requirements

• 3-5 years of previous 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 technologies.
• Ability to work under deadlines with frequent interruption.

Responsibilities

• Daily engagement of customers to build relationships, processing transactions, assessing needs, recommending products, and referring partners to customers.
• Adhere to regulations, following policies and procedures to ensure safety and soundness of customers and the bank.
• Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production.
• Open new consumer deposit and lending accounts, open new business accounts, perform maintenance, meet cross sell goals, and solve problems daily.
• Build customer trust and manage relationships through the life of the customer relationship.
• Dedication to daily personal growth through active learning and adapting to new procedures and systems.
• Ensure operational tasks are followed and completed daily.
• Maintain cash levels and outages within the parameters of the established guidelines.
• Constant, consistent communication internally and externally.
• Encourage the use of technology in everyday banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED