Personal Banker II Job at Civista Bank, Osgood, IN

OFBXeWI3RlRGS2RGdERkVWNwcDd6cXlncEE9PQ==
  • Civista Bank
  • Osgood, IN

Job Description

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.

Pay Transparency Nondiscrimination Provision:

Equal Opportunity Employer EEOC M/F/D/V

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.

PIcc13df7b1249-30492-35964680

Job Tags

Similar Jobs

Investigo

Senior DevOps Engineer Job at Investigo

 ...Job Title: Senior DevOps Engineer Location: Hybrid (Chicago, IL) Industry: FinTech About Us: An innovative and fast-growing FinTech company is transforming the financial landscape with cutting-edge technology. We are looking for a skilled Senior DevOps Engineer... 

Insight Global

User Experience Designer Job at Insight Global

 ...Logistics: Position: UX/CX Designer Salary Range: 80k-105k in base salary Location: Stamford, CT Schedule: 4 days onsite, 1 day remote Must Haves ~3+ years of experience as a UX/CX Designer working on enterprise-level projects ~ Strong experience... 

South River Mortgage

Mortgage Loan Officer Job at South River Mortgage

 ...Company Overview South River Mortgage (SRM) is one of the fastest-growing reverse mortgage originators in the country. Founded in...  ...needs. Our company is expanding, and we are seeking Mortgage Loan Officers to join our team in-person at our headquarters in Annapolis,... 

HC Solutions Group

Architect/Architectural Designer Job at HC Solutions Group

 ...Permanent Architecture Positions - Philadelphia, PA - Onsite, and Hybrid Options OPPORTUNITIES INCLUDE: Licensed Architect Sr Architect...  ...Project Manager Sr Project Manager Architectural Designer Job Captain Project Designer POSITION SUMMARY: HC... 

Fulcrum

Founding Forward Deployed AI Engineer Job at Fulcrum

About Fulcrum At Fulcrum, were building a platform that is reinventing how Insurance back office works happens. We are a seed-stage Generative AI startup focused on revolutionizing enterprise automation. Our mission is to alleviate the burden of mundane, repetitive...