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Personal Banker I

Personal Banker I

Ohio StaffingNorwalk, OH, US
10 hours ago
Job type
  • Full-time
Job description

Personal Banker I

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.

Requirements :

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.

    • EOE - Race / Sex / Disability / Veteran

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    Personal Banker • Norwalk, OH, US