Client Relationship Associate

5 days ago

Dayton, 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.

PIc408c103950b-1746

by Jobble

  • Client Relationship Specialist

    2 months ago

    Dayton, Ohio, United States Valmark Financial Group Full time

    Job OverviewAre you a detail-oriented and disciplined professional who thrives in a client-centric environment? Valmark Financial Group is seeking a Client Service Associate who embodies professionalism, approachability, and self-motivation.The Client Service Associate will play a vital role in enhancing client relationships by collecting and evaluating...

  • Client Relationship Associate

    6 days ago

    Dayton, United States Civista Bank Full time

    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...

  • Client Service Associate

    1 month ago

    Dayton, United States Valmark Securities Full time

    Are you a structured, disciplined, and skillful individual who approaches and completes work with strong attention to detail and follow-through? Do you enjoy a culture and philosophy that puts the needs of clients first? Are you professional, personable, and self-motivated? Secure Future Advisors is looking for someone who possesses these skills to join...

  • Client Service Associate

    4 months ago

    Dayton, United States Gilder Search Group Full time

    Are you a structured, disciplined, and skillful individual who approaches and completes work with strong attention to detail and follow-through? Do you enjoy a culture and philosophy that puts the needs of clients first? Are you professional, personable, and self-motivated? Secure Future Advisors is looking for someone who possesses these skills to join...

  • Client Service Representative

    4 weeks ago

    Dayton, Ohio, United States Valmark Securities Full time

    Client Service AssociateWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Secure Future Advisors. As a Client Service Associate, you will play a critical role in supporting our clients and ensuring their needs are met with exceptional service.Key Responsibilities:Organize and maintain client paperwork,...

  • Client Service Representative

    3 weeks ago

    Dayton, Ohio, United States Valmark Securities Full time

    Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Secure Future Advisors. As a Client Service Associate, you will play a critical role in supporting our clients and ensuring their needs are met with exceptional service.Key Responsibilities:Organize and maintain client paperwork, including...

  • Client Specialist

    1 month ago

    Dayton, United States Talbots Full time

    Job Number: 22829 Position Title: Client Specialist External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may...

  • Client Liaison

    1 month ago

    Dayton, Ohio, United States Talbots Full time

    About the RoleWe are seeking a highly motivated and customer-focused Client Specialist to join our team at Talbots. As a Client Specialist, you will be responsible for creating and fostering a culture of hospitality through exceptional customer experiences and building enduring relationships both internally and externally.Key ResponsibilitiesCreate and...

  • Structural Engineering Client Service Manager

    2 weeks ago

    Dayton, Ohio, United States LJB Full time

    LJB Inc. is a national engineering firm that provides civil and structural engineering, as well as geospatial, safety and environmental services. Our diverse expertise, client base, and geographies have enabled us to serve clients in all 50 U.S. states and several countries. At LJB, we think bigger and are committed to improving the quality of life for our...

  • Client Partner

    3 weeks ago

    Dayton, Ohio, United States Sogeti Full time

    Job Title: Client PartnerSogeti, a leading provider of professional technology services, is seeking a highly skilled Client Partner to join our team. As a Client Partner, you will be responsible for managing a portfolio of new and existing strategic accounts within the SAP Cloud industry.Key Responsibilities:Develop profitable business from managed accounts,...

  • Client Service Representative

    4 months ago

    Dayton, United States Banfield Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Representative, Service, Animal Care, Retail, Client

  • Client Partner

    4 weeks ago

    Dayton, United States Sogeti Full time

    Sogeti is a leading provider of professional technology services, specializing in Application Management, Infrastructure Management and High-Tech Engineering. Sogeti offers cutting-edge solutions around Testing, Business Intelligence, Mobility, Cloud and Security, combining world class methodologies and the global delivery model, Rightshore®. Sogeti brings...

  • Litigation Associate Attorney

    3 weeks ago

    Dayton, Ohio, United States Sebaly Shillito & Dyer Full time

    Job Title: Litigation Associate AttorneyWe are seeking an experienced and dynamic Litigation Associate Attorney to join our team at Sebaly Shillito & Dyer, A Legal Professional Association.Key Responsibilities:Perform tasks on a diverse caseload of complex litigation matters from inception through resolution.Collaborate with the legal team to develop and...

  • Insurance Client Service Representative

    3 weeks ago

    Dayton, Ohio, United States Marsh LLC Full time

    About Marsh McLennan Agency MidwestMarsh McLennan Agency's Midwest Region is a leading provider of business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. Our agency is consistently recognized as a top workplace, attracting and retaining top talent by rewarding expertise and...

  • Luxury Client Experience Specialist

    3 weeks ago

    Dayton, Ohio, United States James Free Jewelers Full time

    Job Title: Luxury Client Experience SpecialistAt James Free Jewelers, we are seeking a Luxury Client Experience Specialist to join our team. As a key member of our clienteling team, you will be responsible for supporting and mobilizing our store associates to deliver exceptional client experiences.Key Responsibilities:Develop and implement a clienteling...

  • Client Service Representative

    4 weeks ago

    Dayton, Ohio, United States Stratos Wealth Partners Full time

    Job OverviewA leading financial planning and asset management firm, Stratos Wealth Partners, is seeking a highly skilled and motivated individual to join their team as a Client Concierge. This role is responsible for providing exceptional client service and support to ensure a high level of satisfaction and loyalty.Key ResponsibilitiesAssist with marketing...

  • Assembly Associate

    1 month ago

    Dayton, United States Staffmark Investment, LLC Full time

    Are you ready to step into a rewarding role in Vandalia, OH? Look no further! Staffmark has an excellent opening for an Assembly Associate with our esteemed client. Let Staffmark get your career headed in the right direction with this temp-to-hire opportunity. Monday - Friday | 1st Shift | 6 AM - 2:30 PM Pay | $17.50 per hour As an Assembly Associate, you...

  • Client Services Coordinator

    1 month ago

    Dayton, Ohio, United States Community Medical Services Full time

    Job Title: Client Services CoordinatorJob Summary:We are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Community Medical Services. As a Client Services Coordinator, you will be the first point of contact for clients and visitors, providing a warm and welcoming experience. You will be responsible for...

  • Client Partner

    2 months ago

    Dayton, United States Capgemini Full time

    Sogeti is a leading provider of professional technology services, specializing in Application Management, Infrastructure Management and High-Tech Engineering. Sogeti offers cutting-edge solutions around Testing, Business Intelligence, Mobility, Cloud and Security, combining world class methodologies and the global delivery model, Rightshore. Sogeti brings...

  • Litigation Associate

    4 weeks ago

    Dayton, United States Sebaly Shillito & Dyer Full time

    Sebaly, Shillito + Dyer, A Legal Professional Association, is a leading, full-service law firm with practice groups that offer a broad array of services and expertise across a range of legal subjects. Our Litigation Department specializes in complex business and commercial litigation before state and federal trial and appellate courts, arbitrators, and...