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Financial Services Representative
2 months ago
Civista Bank is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a key member of our retail banking team, you will be responsible for building and maintaining strong relationships with our customers, providing personalized financial solutions, and delivering exceptional customer service.
Key Responsibilities- Customer Engagement: Develop and maintain a deep understanding of our customers' financial needs and goals, and provide tailored solutions to meet those needs.
- Product Knowledge: Stay up-to-date on our products and services, and use that knowledge to cross-sell and upsell to our customers.
- Operational Excellence: Ensure that all operational tasks are completed accurately and efficiently, and that our customers receive exceptional service.
- Team Collaboration: Work closely with our sales and service teams to achieve our business objectives and provide a seamless customer experience.
- Experience: 2-3 years of previous banking or financial services experience required.
- Skills: Excellent communication and interpersonal skills, with the ability to work in a fast-paced environment and adapt to changing priorities.
- Education: High school diploma or equivalent required.
- Work Environment: Work involves sitting for long periods, using a computer, and communicating with customers and colleagues.
- Physical Demands: Ability to lift and move objects up to 50 pounds, and to work in a dynamic and sometimes distracting work environment.
Civista Bank is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity and promotes equal opportunities for all employees.
