Personal Banker II

Civista Bank

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.

• Daily engagement of customers to build relationships; this includes processing transactions, assessing needs, recommending products, referring partners, thereby 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 and drive sales production. Tasks include opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross‑sell goals, and solving problems daily with speed and accuracy, executing customer requests.
• Understand all aspects of consumer lending and new accounts in daily and weekly activities; build customer trust and manage relationships through the life of the relationship.
• Dedication to daily personal growth through active learning; adapt to new procedures and systems to grow the organization and the team.
• Ensure operational tasks are followed and completed daily.
• Maintain cash levels and outages within the parameters of established guidelines.
• Maintain constant, consistent communication internally and externally.
• Encourage the use of technology in everyday banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking, etc.

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

• Work involves eye strain due to constant use of computer screens, reading of reports, etc.
• Work involves concentration 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.

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.