Personal Banker I

2 days ago

Plymouth OH United States Civista Bank Full time
Civista Bank

Description:

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:

Equal Opportunity Employer EEOC M/F/D/V


This 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.





PI72f0fd47c5-

  • Personal Banker I

    1 month ago

    Plymouth, United States Civista Bank Full time

    Job DescriptionJob DescriptionCivista 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...

  • Personal Banker I

    1 week ago

    Plymouth, United States Civista Bank Full time

    Job DescriptionJob DescriptionCivista 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...

  • Personal Banker

    4 weeks ago

    Hays, KS, United States Commerce Bank Full time

    *About Working at Commerce * All potential applicants are encouraged to scroll through and read the complete job description before applying. Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our...

  • Personal Banker I

    2 months ago

    Alpharetta, GA, United States Fifth Third Bank Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...

  • What Qualifications Do I Need to Be an Investment Banker

    1 day ago

    City of Daşşak, NY, United States E I D Full time

    Welcome to the adventurous universe of investment banking. Your Inner GPS has brought you here to get into action now! Like you, many aspiring investment bankers ask, “What qualifications do I need to be an investment banker? ” My direct answer is that it must be in your Inner GPS if you want to become an investment banker. Only when your Inner GPS is...

  • Personal Banker Associate I

    2 days ago

    Chicago, IL, United States Fifth Third Bank Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations...

  • Personal Banker Associate I

    12 hours ago

    Chicago, IL, United States Fifth Third Bank Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week onboarding and education program that includes rotations in operations and...

  • Personal Banker Associate I

    1 day ago

    Chicago, IL, United States Fifth Third Bank, N.A. Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week onboarding and education program that includes rotations in operations and...

  • Personal Associate Banker I

    1 day ago

    Chicago, IL, United States Fifth Third Bank, N.A. Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customerexperience by cultivating, maintaining, and enhancing long lasting relationships with existing...

  • Personal Banker Associate I

    1 day ago

    Chicago, IL, United States Fifth Third Bank, N.A. Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in...

  • Personal Banker I

    4 weeks ago

    West Chicago, IL, United States Fifth Third Bank Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...

  • Personal Banker

    2 weeks ago

    Scottsdale, AZ, United States Academy Bank, N.A. Full time

    Summary Personal Bankers are enthusiastic about understanding and promoting bank products and services to individuals and companies; delivering an excellent client experience; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. Responsibilities Achieve specific sales goals on...

  • Personal Banker Associate I

    1 day ago

    Chicago, IL, United States Fifth Third Bank Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week onboarding and education program that includes rotations in operations...

  • Universal Banker I

    3 weeks ago

    Plymouth, NH, United States Northeast Credit Union Full time

    The Universal Banker aka Member Experience Specialist I is an all-encompassing essential role for the credit union. Through use of our integrity-based sales program, our Member Experience Specialists focus on the unapparelled opportunity to Embrace Change & Learning while conducting routine transactions such as deposits and withdrawals. Taking Personal...

  • Universal Banker I

    3 weeks ago

    Plymouth, NH, United States Northeast Credit Union Full time

    The Universal Banker aka Member Experience Specialist I is an all-encompassing essential role for the credit union. Through use of our integrity-based sales program, our Member Experience Specialists focus on the unapparelled opportunity to Embrace Change & Learning while conducting routine transactions such as deposits and withdrawals. Taking Personal...

  • Universal Banker I

    1 month ago

    Plymouth, NH, United States Northeast Credit Union Full time

    The Universal Banker aka Member Experience Specialist I is an all-encompassing essential role for the credit union. Through use of our integrity-based sales program, our Member Experience Specialists focus on the unapparelled opportunity to Embrace Change & Learning while conducting routine transactions such as deposits and withdrawals. Taking Personal...

  • Universal Banker I

    1 month ago

    Plymouth, United States Northeast Credit Union Full time

    The Universal Banker aka Member Experience Specialist I is an all-encompassing essential role for the credit union. Through use of our integrity-based sales program, our Member Experience Specialists focus on the unapparelled opportunity to Embrace Change & Learning while conducting routine transactions such as deposits and withdrawals. Taking Personal...

  • Universal Banker I

    1 week ago

    Plymouth, United States Lighthouse Credit Union Full time

    The Universal Banker aka Member Experience Specialist I is an all-encompassing essential role for the credit union. Through use of our integrity-based sales program, our Member Experience Specialists focus on the unapparelled opportunity to Embrace Change & Learning while conducting routine transactions such as deposits and withdrawals. Taking Personal...

  • Universal Banker I

    1 month ago

    Plymouth, United States Northeast Credit Union Full time $19

    The Universal Banker aka Member Experience Specialist I is an all-encompassing essential role for the credit union. Through use of our integrity-based sales program, our Member Experience Specialists focus on the unapparelled opportunity to Embrace Change & Learning while conducting routine transactions such as deposits and withdrawals. Taking Personal...

  • Personal Associate Banker I

    2 days ago

    Chicago, IL, United States Fifth Third Bank Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long-lasting relationships with existing and...