Experienced Personal Banker I – Customer Relationship Management and Financial Solutions Expert

Introduction to Civista Bank

Civista Bank is a leading financial institution dedicated to improving the financial lives of our employees, shareholders, and the communities we serve. With a strong commitment to customer satisfaction and a passion for making a difference, we are seeking an experienced and skilled Personal Banker I to join our team in Willard, OH. As a Personal Banker I, you will play a vital role in maintaining and building customer relationships, utilizing a consultative sales process to provide solutions that assist new and existing customers in achieving their financial goals.

Job Overview

The Personal Banker I position is an exciting opportunity for a highly motivated and customer-focused individual to join our retail banking team. As a key member of our team, you will be responsible for providing sales, service, and operational support to ensure an exceptional customer experience. Your primary objectives will include daily engagement with customers to build relationships, processing transactions, assessing needs, recommending products, and referring partners to customers. You will also be expected to develop an expansive knowledge of our products and services, open new accounts, perform maintenance, meet cross-sell goals, and solve problems on a daily basis.

Key Responsibilities

• Daily engagement with customers to build relationships and provide exceptional customer service
• Process transactions, assess customer needs, and recommend products and services to meet those needs
• Refer partners to customers and create opportunities for cross-selling and upselling
• Develop and maintain an in-depth knowledge of our products and services, including banking, lending, and investment solutions
• Open new accounts, perform account maintenance, and meet cross-sell goals
• Solve problems and address customer concerns in a professional and timely manner
• Adapt to new procedures and systems to support the growth and development of the organization and the team
• Ensure operational tasks are completed accurately and efficiently, including maintaining cash levels and outages within established guidelines
• Communicate effectively with internal and external stakeholders, including customers, colleagues, and management
• Adhere to regulations, policies, and procedures to ensure the safety and soundness of customers and the bank

Qualifications and Skills

To be successful in this role, you will need to possess a combination of excellent communication skills, a strong knowledge of banking products and services, and a passion for delivering exceptional customer service. The following qualifications and skills are required:

• 2-3 years of previous teller experience or equivalent
• Excellent oral, written, and presentation skills
• Detail-oriented with the ability to work under deadlines and frequent interruptions
• High School diploma or equivalent required
• Above-average knowledge of technology and a willingness to adapt to new software technologies
• Ability to work under deadlines with frequent interruption and maintain a high level of accuracy and attention to detail

Physical Requirements

The Personal Banker I role requires the ability to work in a fast-paced environment with frequent interruptions and distractions. You will need to be able to:

• Concentrate on tasks and maintain attention to detail in a busy and sometimes distracting work environment
• Lift and move objects up to 50 lbs
• Read, hear, write, and communicate professionally both in person and via telephone
• Travel occasionally to attend meetings, training, and other events

Career Growth and Development

• Comprehensive training programs to develop your knowledge and skills in banking, lending, and investment solutions
• Opportunities for advancement and career progression within the organization
• A supportive and collaborative work environment that encourages learning and development
• Recognition and reward programs to recognize and reward outstanding performance and contributions

Work Environment and Company Culture

Civista Bank is a dynamic and supportive work environment that values diversity, equity, and inclusion. We are committed to creating a positive and inclusive work environment that supports the well-being and success of all employees. As a Personal Banker I, you will be part of a friendly and collaborative team that is passionate about delivering exceptional customer service and making a difference in the communities we serve.

Compensation and Benefits

We offer a competitive salary and a range of benefits, including:

• A comprehensive benefits package, including medical, dental, and vision insurance
• A 401(k) retirement savings plan with employer match
• Paid time off and holidays
• Opportunities for professional development and career advancement
• A supportive and collaborative work environment

Conclusion

If you are a motivated and customer-focused individual with a passion for delivering exceptional service and building strong relationships, we encourage you to apply for the Personal Banker I role at Civista Bank. With a competitive salary, comprehensive benefits, and opportunities for career growth and development, this is an exciting opportunity to join a dynamic and supportive team and make a difference in the communities we serve. Apply today and take the first step towards a rewarding and challenging career in banking!

We are an equal opportunity employer and welcome applications from diverse candidates. We are committed to creating a positive and inclusive work environment that supports the well-being and success of all employees.

Apply now and join our team of dedicated and passionate professionals who are making a difference in the lives of our customers and the communities we serve.

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