Personal Banker I

About the Role

A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service, and operational support to the retail banking team, demonstrating Civista Bank’s mission to improve the financial lives of employees and shareholders and make a difference in the communities served.

Responsibilities

• Engage customers daily to build relationships by processing transactions, assessing needs, recommending products, referring partners, and creating an exceptional customer experience.
• Develop expansive knowledge of products and services to fulfill customer needs, including opening new accounts, performing maintenance, meeting cross-sell goals, and solving problems.
• Dedicate time to daily personal growth through active learning and adapt to new procedures and systems to support organizational growth.
• Ensure operational tasks are followed and completed daily, executing customer requests with speed and accuracy.
• Maintain cash levels and outages within established guidelines.
• Communicate consistently and professionally both internally and externally.
• Adhere to regulations, policies, and procedures to ensure the safety and soundness of customers and the bank.
• Encourage and educate customers on the use of technology for everyday banking interactions, including mobile banking, P2P, and online banking.

Requirements

• 2-3 years of previous teller experience required.
• High School diploma or equivalent required.
• 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.

Physical Requirements

• Work involves eye strain due to constant use of computer screens and reading reports.
• Ability to concentrate under sometimes distracting work conditions.
• Lifting and moving objects up to 50 lbs.
• Ability to read, hear, write, and communicate professionally both in person and via telephone.
• Some travel required to attend meetings and training.