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Personal Banker II

2 months ago

Norwalk, Ohio, United States Civista Bank Full time
{"Key Responsibilities": "

Build and maintain strong relationships with customers to provide exceptional service and meet their financial needs.

Process transactions, assess customer needs, and recommend products to increase sales and customer satisfaction.

Stay up-to-date on bank products and services to effectively communicate their benefits to customers.

Work closely with colleagues to ensure seamless customer experience and achieve sales goals.

Adhere to regulatory requirements and bank policies to ensure safety and soundness of customers and the bank.

Develop and maintain knowledge of consumer lending and new accounts to effectively serve customers.

Communicate effectively with customers, colleagues, and management to ensure smooth operations and customer satisfaction.

", "Requirements": "

3-5 years of previous teller experience required.

Excellent oral, written, and presentation skills.

Detail-oriented with 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 interruptions.

", "Physical Requirements": "

Work involves eye strain due to constant use of computer screens, reading of reports, and so forth.

Work involves ability to concentrate on 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": "

Civista Bank is an equal opportunity employer.

", "Equal Opportunity Employer EEOC M/F/D/V": "

Civista Bank is committed to diversity and inclusion.

", "This Position Description is not a complete statement of all duties and responsibilities comprising this position": "

This job description is subject to change.

", "Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time": "

Management reserves the right to modify job duties and responsibilities.

", "PI13305f77889d": "

This is a unique identifier for the job posting.

", "en-US": "

This job posting is in English.

", "Civista Bank": "

Civista Bank is a financial institution.

", "Personal Banker II": "

This is the job title.

", "Customer Relationship Manager": "

This is an alternative job title.

", "Banking Professional": "

This is another alternative job title.

", "Financial Services Representative": "

This is yet another alternative job title.

", "Account Relationship Specialist": "

This is the final alternative job title.

", "Civista Bank

Description:

Position Purpose:

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.

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.
  • 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. Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and 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 every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc.
Requirements:

Qualifications, Knowledge and Skills:

  • 3-5 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.



PI13305f77889d

"}