Civista Bank

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Personal Banker II
Lawrenceburg, IN • Retail Banking
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Description

POSITION PURPOSE:


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.

Requirements


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.


Other Skills:

-Above average knowledge of technology and willingness to adapt to new software technologies.

-Ability to work under deadlines with frequent interruption.





Equal Opportunity Employer      EEOC     M/F/D/V
Pay Transparency Nondiscrimination Provision: https://www.dol.gov/ofccp/pdf/pay-transp_formattedESQA508c.pdf


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