Personal Banker II

About the role

A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships. The PB II 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

• Maintain daily engagement of customers to build relationships, including processing transactions, assessing needs, recommending products, and referring partners to customers
• Adhere to regulations, policies and procedures to ensure safety and soundness of customers and the bank
• Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production
• Open new consumer deposit and lending accounts and new business accounts
• Perform maintenance, meet cross sell goals and solve problems daily
• Competently, with speed and accuracy, execute on customer requests
• Understand all aspects of consumer lending and new accounts in daily and weekly activities; build customer trust and manage relationships through the life of the customer relationship
• Dedicate to daily personal growth through active learning and adapt to new procedures and systems to grow the organization and the team
• Ensure operational tasks are followed and completed daily
• Maintain cash levels and outages within established guidelines
• Provide constant, consistent communication internally and externally
• 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

• 3–5 years of previous teller experience required
• Excellent oral, written and presentation skills
• Detail oriented with the ability to work under deadlines and frequent interruptions
• High school diploma or equivalent required
• 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 of reports
• Work involves the ability to concentrate on the matter at hand under sometimes distracting work conditions
• Work involves lifting and moving objects up to 50 lbs
• Work involves the 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