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

• Daily engagement of customers to build relationships: processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience.
• Adhere to regulations, following 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.
• Opening new consumer deposit and lending accounts.
• Opening new business accounts.
• Performing maintenance.
• Meeting cross‑sell goals.
• Solving problems daily.
• Competently, with speed and accuracy, execute on customer requests.
• Understanding all aspects of consumer lending and new accounts in daily and weekly activities; building customer trust and managing relationships through the life of the customer relationship.
• 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 & completed daily.
• Maintain cash levels and outages within the parameters of the established guidelines.
• 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.
• High School diploma or equivalent required.

Qualifications

• Excellent oral, written and presentation skills.
• Detail oriented with the ability to work under deadlines with frequent interruptions.

Skills

• Above average knowledge of technology and willingness to adapt to new software technologies.

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.