Customer Relationship Financial Advisor

7 days ago


Napoleon, Ohio, United States Civista Bank Full time
Job Overview

Civista Bank is seeking a skilled Personal Banker I to maintain and build customer relationships while providing solutions to meet their financial goals.

Key Responsibilities:
  • Building strong relationships with customers through daily engagement and exceptional customer service.
  • Developing an expansive knowledge of products and services to fulfill customer needs, including opening new accounts, performing maintenance, meeting cross-sell goals, and solving problems.
  • Dedication to daily personal growth through active learning and adapting to new procedures and systems.
  • Maintaining cash levels and outages within established guidelines.
  • Executing customer requests with speed and accuracy.
Requirements:
  • 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.
Estimated Salary: $45,000 - $60,000 per year

This position offers a competitive salary range based on location and experience. The estimated salary listed above is for a Personal Banker I in a typical retail banking environment.



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