Personal Banker II

Job Description

We are looking for a dedicated Personal Banker II to join our team at Civista Bank. As a Personal Banker II, you will play a critical role in fostering and growing customer relationships while delivering an exceptional banking experience. Your responsibilities will include opening new accounts, processing loan applications, and addressing customer inquiries and needs to enhance our banking services.

Key Responsibilities

• Engage with customers daily to establish strong relationships, provide personalized service, and recommend suitable products.
• Ensure compliance with regulations and bank policies to safeguard customers and maintain operational soundness.
• Demonstrate expertise in banking products and services to meet customer requirements effectively, driving sales and enhancing customer satisfaction.
• Stay informed about consumer lending and account opening procedures, fostering customer trust and loyalty.
• Commit to continuous personal development through ongoing learning and adaptability to organizational changes.
• Execute operational tasks accurately and efficiently on a daily basis.
• Maintain appropriate cash levels and adhere to communication protocols internally and externally.
• Promote and educate customers on utilizing banking technology for their daily transactions and banking needs.

Requirements

• Previous teller experience of 3-5 years.
• Strong oral, written, and presentation skills.
• Detail-oriented with the ability to work under pressure and interruptions.
• High School diploma or equivalent qualification.
• Above-average knowledge of technology and willingness to adapt to new software.

Physical Requirements

• Ability to focus on computer screens and tasks, sometimes under distracting conditions.
• Capability to lift and move objects weighing up to 50 lbs.
• Proficient communication skills in person and over the phone.
• Flexibility to attend meetings and training sessions.