Personal Banker I - Floating

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. The PB I 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.

Responsibilities

• Daily engagement of customers to build relationships, including processing transactions, assessing needs, recommending products, and referring partners to customers to create an exceptional customer experience.
• Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals, and solve problems daily.
• Dedication to daily personal growth through active learning and adapting to new procedures and systems to grow the organization and the team.
• Ensure operational tasks are followed and completed daily.
• Execute customer requests with speed and accuracy.
• Maintain cash levels and outages within the parameters of the established guidelines.
• Constant, consistent communication internally and externally.
• Adhere to regulations, follow policies and procedures to ensure safety and soundness of customers and the bank.
• Understand and encourage the use of technology in everyday banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking, etc.

Requirements

• 2–3 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 interruptions.

Physical Requirements

• Work involves eye strain due to the constant use of computer screens, reading of reports, and so forth.
• Work involves being able to concentrate on the matter at hand under sometimes distracting work conditions.
• Work involves lifting and moving objects up to 50 lbs.
• Work involves ability to read, hear, write, and communicate professionally both in person and via telephone.
• Work involves some travel to attend meetings, training, and so forth.