Personal Banker I - Part Time

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, referring partners to customers, and creating 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
• Adapting to new procedures and systems to grow the organization and the team
• Ensuring 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
• Adhering to regulations, following 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 interruption

Physical Requirements

• Work involves eye strain due to the constant use of computer screens, reading of reports, and similar tasks
• 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 similar activities