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Financial Services Representative

7 days ago

Liberty Center, Ohio, United States Civista Bank Full time
About the Role

We are seeking a highly motivated and detail-oriented Personal Banker I to join our retail banking team. As a key member of the team, you will be responsible for processing transactions, assessing customer needs, recommending products, and referring partners to customers.

Key Accountabilities:

  1. Daily processing of transactions, maintenance, and cross-selling.
  2. Providing exceptional customer service, resolving issues promptly, and ensuring operational tasks are completed accurately.
  3. Developing and maintaining relationships with customers, identifying opportunities to sell products and services.
  4. Participating in training and development programs to enhance knowledge and skills.