Personal Banker II

Civista Bank•Greenwich, OH

About The Position

A Personal Banker II (PB II) maintains and builds customer relationships by providing an exceptional customer experience. The role includes 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 its employees and shareholders and make a difference in the communities it serves. The position involves engaging with customers, processing transactions, assessing needs, recommending products, and referring customers to banking partners. The PB II develops knowledge of products and services to meet customer needs and drive sales, handles consumer deposit and lending accounts and business accounts, performs account maintenance, meets cross-sell goals, and resolves problems. The role also involves following policies and procedures, completing operational tasks, maintaining cash levels within established guidelines, communicating consistently, 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 technology knowledge 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.
Open new consumer deposit, lending, and business accounts; complete loan applications and perform account maintenance.
Meet cross-sell goals, identify opportunities to expand customer relationships, and resolve customer problems.
Execute customer requests competently, accurately, and promptly.
Follow banking regulations, policies, and procedures to ensure the safety and soundness of customers and the bank.
Build customer trust and manage relationships 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 contacts.
Encourage customers to use banking technology and teach them about mobile banking, P2P, and online banking.