Personal Banker II

Civista Bank•Holgate, OH

13d

About The Position

A Personal Banker II (PB II) maintains and builds customer relationships by providing an exceptional customer experience. The role involves opening new accounts, completing loan applications, responding to customer inquiries and requests, and identifying opportunities to expand existing banking relationships. The PB II demonstrates Civista Bank’s mission to improve the financial lives of employees and shareholders and make a difference in the communities it serves. The position includes engaging with customers, processing transactions, assessing needs, recommending products, and referring customers to partners. The PB II develops knowledge of products and services, supports consumer and business account opening and maintenance, meets cross-sell goals, solves problems, and carries out customer requests accurately and efficiently. The role also includes supporting safe and sound banking practices, completing operational tasks, maintaining cash levels within established guidelines, communicating internally and externally, and helping customers use banking technology.

Requirements

3–5 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.

Responsibilities

Engage with customers daily to build relationships and provide an exceptional customer experience.
Process transactions, assess customer needs, recommend products, and refer customers to banking partners.
Follow regulations, policies, and procedures to support the safety and soundness of customers and the bank.
Develop knowledge of products and services to fulfill customer needs and drive sales production.
Open consumer deposit and lending accounts, open business accounts, perform account maintenance, meet cross-sell goals, and solve customer problems.
Execute customer requests competently, accurately, and efficiently.
Understand consumer lending and new-account processes and build customer trust throughout the customer relationship.
Pursue daily personal growth through active learning and adapt to new procedures and systems.
Ensure operational tasks are completed daily.
Maintain cash levels and outages within established guidelines.
Communicate consistently with internal and external stakeholders.
Encourage customer use of banking technology and teach customers to use mobile banking, P2P, online banking, and related technology.