Personal Banker II

Civista Bank • Sandusky, OH • 4h ago

Civista Bank

Description:

Position Purpose:

A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships. The PB II 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.

Adhere to regulations, following policies and procedures to ensure safety and soundness of customers and the bank.

Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production. Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and solving problems daily. Competently, with speed and accuracy, execute on customer requests.

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.

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.

Maintain cash levels and outages within the parameters of the established guidelines.

Constant, consistent communication internally and externally.

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.

Requirements:

Qualifications, Knowledge and Skills:

3-5 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.

EOE - Race/Sex/Disability/Veteran

This 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.

Equal employment opportunity, including veterans and individuals with disabilities.

PI281810124

Similar Jobs

Loan Quality Control Analyst

Civista Bank • Sandusky, OH • 4h ago

Finance, Accounting & Banking

Civista Bank Description: Position Purpose: The Quality Control (QC) Analyst is responsible for ensuring the accuracy, compliance, and operational effectiveness of all functions across Mortgage Operations, Consumer Lendi...

4h ago

Go to Apply

Accounting Assistant

Lakeside Chautauqua • Marblehead, OH • 8h ago

Finance, Accounting & Banking

Accounting Assistant Full Time Lakeside Marblehead, OH, US 22 days agoRequisition ID: 1103 Apply Salary Range:$45,000.00 To $50,000.00 Annually Job Title: Accounting Assistant Department: Accounting Reports to: VP of Fin...

8h ago

Go to Apply

Deputy Auditor

Ottawa County Auditor • Port Clinton, OH • 22h ago

Finance, Accounting & Banking

OTTAWA COUNTY AUDITOR Job Title: Deputy Auditor, Ottawa County Auditor's Office Reports to: Ottawa County Auditor Job Status: Unclassified Full Time Salary Range: $24.00 per hour Job Summary Under the general supervision...

22h ago

Go to Apply

Seasonal Associate - Shared Finance Services (SFS)

Six Flags • Sandusky, OH • 5d ago

Finance, Accounting & Banking

Overview: Job Type: Seasonal Pay Rate: $18/hour Why Join Us? At Six Flags Entertainment Corporation, we value a collaborative atmosphere where new ideas are welcomed. If you're looking to grow your skills and make a diff...

5d ago

Go to Apply

Personal Banker I - Floating

Civista Bank • Sandusky, OH • 1w ago

Finance, Accounting & Banking

Civista Bank Description: Position 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 a...

1w ago

Go to Apply

Commercial Loan Quality Control Analyst

Civista Bank • Sandusky, OH • 2w ago

Finance, Accounting & Banking

Civista Bank Description: Position Purpose: This position is responsible for ensuring the Bank maintains a sound loan portfolio ensuring compliance with all state and federal laws and regulations and Civista Bank lending...

2w ago

Go to Apply

Accounting Specialist

Civista Bank • Sandusky, OH • 3w ago

Finance, Accounting & Banking

Civista Bank Description: Position Purpose: The Accounting Specialist role is responsible for various accounting duties such as general bookkeeping, accounts payable, invoices, and reconciliations. Demonstrates Civista B...

3w ago

Go to Apply

Accountant Administrator / Bookkeeper

WORLD ENERGY INNOVATIONS, LLC • Fremont, OH • 3w ago

Finance, Accounting & Banking

Accountant Administrator / Bookkeeper Fremont, OH 43420 Stable, 2nd-Generation Family Business in its 46th year | Growth & Leadership Opportunity World Energy Innovations (WEI) is on a mission to transform how busine...

3w ago

Go to Apply

Accountant Administrator / Bookkeeper

WORLD ENERGY INNOVATIONS, LLC • Fremont, OH • 3w ago

Finance, Accounting & Banking

3w ago

Go to Apply

Financial Center Manager

Northwest Bank • Vermilion, OH • 4w ago

Finance, Accounting & Banking

Job Description DESCRIPTION As a Financial Center Manager, you will be responsible for overseeing the daily operations of the financial center while ensuring exceptional customer service, achieving sales goals, fostering...

4w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.