Personal Banker I - Floating
Company: Civista Bank
Posted on: November 17, 2023
Civista BankPosition Purpose:A Personal Banker I (PB I) is
responsible for maintaining and building customer relationships
while utilizing a consultative sales process to proactively provide
solutions to assist new and existing customers in achieving their
financial goals. The PB I also provides sales, service and
operational support to the retail banking team. The PB I
demonstrates Civista Bank's mission to improve the financial lives
of our employees and shareholders, to make a difference in the
communities that we serve.Key Accountabilities, Responsibilities
- Daily engagement of customers to build relationships. This
entails processing transactions, assessing needs, recommending
products, referring partners to customers, thus creating an
exceptional customer experience.
- Develop an expansive knowledge of products and services to
fulfill customer needs; open new accounts, perform maintenance,
meet cross sell goals and solve problems daily.
- Dedication to daily personal growth through active learning.
Adapting to new procedures and systems to grow the organization and
- Ensuring operational tasks are followed & completed daily.
- Execute customer requests with speed and accuracy.
- Maintain cash levels and outages within the parameters of the
- Constant, consistent communication internally and
- Adhering to regulations, following policies and procedures to
ensure safety and soundness of customers and the bank.
- Understand and encourage the use of technology in every day
banking interactions, including teaching customers how to use
technology, mobile banking, P2P, online banking etc.
Qualifications, Knowledge and Skills:
- 2-3 years of previous teller experience required.
- Excellent oral, written and presentation skills
- Detail oriented with the ability to work under deadlines with
- High School diploma or equivalent required.
- Above average knowledge of technology and willingness to adapt
to new software technologies.
- Ability to work under deadlines with frequent
- Work involves eye strain due to the constant use of computer
screens, reading of reports and so forth.
- Work involves being able to concentrate on the matter at hand,
under sometimes distracting work conditions.
- Work involves lifting and moving objects up to 50 lbs.
- Work involves ability to read, hear, write, and communicate
professionally both in person and via telephone.
- Work involves some travel to attend meetings, training, and so
forth.Pay Transparency Nondiscrimination Provision:
Employer EEOC M/F/D/VThis Position Description is not a complete
statement of all duties and responsibilities comprising this
position.Nothing in this job description restricts management's
right to assign or reassign duties and responsibilities to this
position at any time.PI4a83cfe36c6b-31181-32541369
Keywords: Civista Bank, Dayton , Personal Banker I - Floating, Other , Miamisburg, Ohio
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