To be the community’s trusted financial advisor by developing generations of life-long relationships built on trust, expertise, and exceptional service for all of the financial needs of our customers. To deliver the Civista Experience, by building relationships through engaged interactions 100% of the time. To provide exceptional customer service by promoting and referring products and services to customers based on individual needs. And to support Branch Leadership with a focus on being universal as a team member to provide the Civista Experience.
ESSENTIAL DUTIES, RESPONSIBILITIES AND EXPECTATIONS:
• Keep customers at the heart of all you do. Strive to provide genuinely personal experiences daily. Initiate and expand customer relationships
-Open personal, business, and loan accounts including additional products and services.
-Maintain a high level of communication and follow-up with internal and external customers.
-Delivery an exceptional customer experience, achieve monthly, quarterly and yearly Customer Satisfaction metrics, individually and team.
-Meet the required annual branch deposit and consumer loan growth goals as established.
-Nurture relationship with internal business partners by making referrals/cross-selling customers to appropriate department for specific information and services.
-Understand and assist customers to understand the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc.
• Adhere to operational policies and procedures.
-Maintain cash levels and outages within the parameters of the established guidelines.
• Take initiative for self-development with product knowledge and customer service experience skills.
• Creative solution seeker
• Fulfil the supervisory role in the absence of Branch Leadership (dependent on location).
KNOWLEDGE AND SKILLS:
Experience: Customer service experience preferred.
Education: High School diploma/G.E.D.
-Above average knowledge of technology and willingness to adapt to new software technologies.
-Ability to work under deadlines with frequent interruption.