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Personal Banker I

Civista Bank - Dayton, OH

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Job Description

Civista BankDescription:Position Purpose:A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I 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.- Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily.- 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.- 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:- 2-3 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.EOE - Race/Sex/Disability/VeteranThis 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.[](employment opportunity, including veterans and individuals with disabilities.PI281832623

Created: 2026-02-02

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