Personal Banker - Part-Time
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Civista Bank
Sandusky, OH, US
Summary
The Personal Banker is responsible for building customer relationships and providing an exceptional banking experience by assessing needs and recommending products. They must also manage operational tasks, maintain accurate cash levels, and assist customers with banking technology.
Job Description
Description
Position Purpose:
A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB 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:
- Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank.
- Dedication to personal growth through daily learning. Adapting to current and 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:
- Customer service, sales, and cash handling experience preferred.
- 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
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.
Our Story
Since 1884 Civista Bank has provided financial solutions to generations of businesses, families and individuals. We're committed to developing life-long relationships built on trust, expertise, and exceptional service.
As a $4.4 billion organization, our financial resources and commitment to be the community's trusted financial advisor enable us to serve the personal and business banking, mortgage, and wealth management needs of our community members.
We proudly support a variety of economic, educational, cultural, and health and human service initiatives within the communities we serve. Through both monetary support and promoting employee volunteerism, Civista Bank is dedicated to making a difference.
While we've grown into new communities and changed our brand name along the way, we're proud to be the same bank with the same commitment to relationship banking focused on you. Today, the bank operates 44 locations in Northern, Northwestern, Central and Southwestern Ohio and Southeastern Indiana.
Company Information:
Civista Bank is the banking subsidiary of Civista Bancshares, Inc., a financial holding company with assets of approximately $4.4 billion headquartered in Sandusky, Ohio. As a full-service financial institution, Civista serves the needs of consumer, business, mortgage, and wealth management customers. Branches are located throughout Northern, Northwestern, Central and Southwestern Ohio and Southeastern Indiana.
Member FDIC
An Equal Housing Lender | NMLS #412766
Wealth Management investment services are not FDIC insured, not bank guaranteed and may lose value.
Founded
1884
Company size
501-1,000 employees
Industry
Banking
Org type
Public Company
Headquarters
Sandusky, Ohio
Our Story
Since 1884 Civista Bank has provided financial solutions to generations of businesses, families and individuals. We're committed to developing life-long relationships built on trust, expertise, and exceptional service.
As a $4.4 billion organization, our financial resources and commitment to be the community's trusted financial advisor enable us to serve the personal and business banking, mortgage, and wealth management needs of our community members.
We proudly support a variety of economic, educational, cultural, and health and human service initiatives within the communities we serve. Through both monetary support and promoting employee volunteerism, Civista Bank is dedicated to making a difference.
While we've grown into new communities and changed our brand name along the way, we're proud to be the same bank with the same commitment to relationship banking focused on you. Today, the bank operates 44 locations in Northern, Northwestern, Central and Southwestern Ohio and Southeastern Indiana.
Company Information:
Civista Bank is the banking subsidiary of Civista Bancshares, Inc., a financial holding company with assets of approximately $4.4 billion headquartered in Sandusky, Ohio. As a full-service financial institution, Civista serves the needs of consumer, business, mortgage, and wealth management customers. Branches are located throughout Northern, Northwestern, Central and Southwestern Ohio and Southeastern Indiana.
Member FDIC
An Equal Housing Lender | NMLS #412766
Wealth Management investment services are not FDIC insured, not bank guaranteed and may lose value.
Founded
1884
Company size
501-1,000 employees
Industry
Banking
Org type
Public Company
Headquarters
Sandusky, Ohio