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Financial Services Representative

2 months ago

Milan, Indiana, United States Civista Bank Full time
Job Summary

Civista Bank is seeking a highly skilled and motivated Personal Banker II to join our team. As a Personal Banker II, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional customer service, and identifying opportunities to expand our banking relationships.

Key Responsibilities
  • Customer Engagement: Develop and maintain strong relationships with customers, providing personalized service and support to meet their financial needs.
  • Product Knowledge: Develop a comprehensive understanding of our products and services, including deposit and lending solutions, to effectively recommend and sell to customers.
  • Regulatory Compliance: Ensure adherence to regulatory requirements and bank policies, maintaining the safety and soundness of our customers and the bank.
  • Sales and Cross-Selling: Identify opportunities to expand our banking relationships, meeting or exceeding sales and cross-selling goals.
  • Operational Tasks: Perform daily operational tasks, including cash handling, account maintenance, and problem resolution.
Requirements
  • Experience: 3-5 years of previous teller experience required.
  • Skills: Excellent oral, written, and presentation skills; detail-oriented with ability to work under deadlines with frequent interruptions.
  • Education: High School diploma or equivalent required.
  • Technology: Above-average knowledge of technology and willingness to adapt to new software technologies.
Physical Requirements
  • Work Environment: Work involves eye strain due to constant use of computer screens, reading of reports, and so forth.
  • Concentration: Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.
  • Lifting and Moving: Work involves lifting and moving objects up to 50 lbs.
  • Communication: Work involves ability to read, hear, write, and communicate professionally both in person and via telephone.
  • Travel: Work involves some travel to attend meetings, training, and so forth.