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Customer Relationship Manager

2 months ago

Norwalk, Connecticut, United States Civista Bank Full time
Job Summary

Civista Bank is seeking a highly skilled and customer-focused Customer Relationship Manager to join our team. As a key member of our banking team, 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: Daily engagement of customers to build relationships, process transactions, assess needs, recommend products, and refer partners to customers.
  • Regulatory Compliance: Adhere to regulations, follow policies and procedures to ensure safety and soundness of customers and the bank.
  • Product Knowledge: Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production.
  • Customer Trust: Understanding all aspects of consumer lending and new accounts in daily and weekly activities, building customer trust and managing relationships through the life of the customer relationship.
  • Operational Tasks: Ensure operational tasks are followed and completed daily, maintain cash levels and outages within established guidelines.
  • Communication: Constant, consistent communication internally and externally, understanding and encouraging the use of technology in everyday banking interactions.
Requirements
  • Qualifications: 3-5 years of previous teller experience required, high school diploma or equivalent required.
  • Skills: Excellent oral, written, and presentation skills, detail-oriented with the ability to work under deadlines with frequent interruptions.
  • Knowledge: Above-average knowledge of technology and willingness to adapt to new software technologies.
Physical Requirements
  • Work Environment: Work involves eye strain due to the 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: 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.