Personal Banker I
Company: Civista Bank
Location: Plain City
Posted on: January 27, 2023
Job Description:
Civista BankDescription:Position Purpose: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.Key Accountabilities,
Responsibilities and Expectations:
- Daily engagement of customers to build relationships. This
entails processing transactions, assessing needs, recommending
products, referring partners to customers, thus 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 & 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 every day
banking interactions, including teaching customers how to use
technology, mobile banking, P2P, online banking etc.
Requirements:Qualifications, Knowledge and Skills:
- 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 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.Pay Transparency Nondiscrimination Provision:
https://www.dol.gov/agencies/ofccp/postersEqual Opportunity
Employer EEOC M/F/D/VThis Position Description is not a complete
statement of all duties and responsibilities comprising this
position.Nothing in this job description restricts management's
right to assign or reassign duties and responsibilities to this
position at any time.PI201549792
Keywords: Civista Bank, Columbus , Personal Banker I, Other , Plain City, Ohio
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