Personal Banker I - Floating

Company: Civista Bank
Location: Miamisburg
Posted on: November 17, 2023

Job Description:

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 and Expectations:

• 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 the team.
• Ensuring operational tasks are followed & completed daily.
• Execute customer requests with speed and accuracy.
• Maintain cash levels and outages within the parameters of the established guidelines.
• Constant, consistent communication internally and externally.
• 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 frequent interruptions.
  • 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 interruption.Physical Requirements:
    • 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: https://www.dol.gov/agencies/ofccp/postersEqual Opportunity 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