Financial Services Representative

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 :

Physical Requirements :

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.

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