Financial Services Representative
4 days 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 identify opportunities 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 ensure seamless delivery of our products and services.
- Continuous Learning: Stay current on industry trends and developments, and participate in ongoing training and development to enhance your skills and knowledge.
- Experience: 2-3 years of previous banking or financial services experience required.
- Skills: Excellent communication and interpersonal skills, with the ability to work effectively with customers and colleagues.
- Education: High school diploma or equivalent required.
- Technology: Proficiency in technology, including mobile banking and online banking platforms.
- Work Environment: Work involves sitting for extended periods, with frequent use of computer screens and other electronic devices.
- Physical Demands: Ability to lift and move objects up to 50 pounds, with occasional travel to attend meetings and training sessions.
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.
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