Personal Banker II
Company: Balchem
Location: Willard
Posted on: September 23, 2024
Job Description:
Civista BankDescription:Position Purpose: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.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.
- 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, driving sales production. Expected task
include but are not limited to opening new consumer deposit and
lending accounts, opening new business accounts, performing
maintenance, meeting cross sell goals and solving problems daily.
Competently, with speed and accuracy, execute on customer
requests.
- Understanding all aspects of consumer lending and new accounts
in daily and weekly activities; building customer trust and
managing relationships through the life of the customer
relationship.
- 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.
- Maintain cash levels and outages within the parameters of the
established guidelines.
- Constant, consistent communication internally and
externally.
- 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:
- 3-5 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.Pay Transparency Nondiscrimination Provision:
https://www.dol.gov/agencies/ofccp/postersEqual Opportunity
Employer EEOC M/F/D/VThis 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.Please see job descriptionPI248497456
Keywords: Balchem, Mansfield , Personal Banker II, Other , Willard, Ohio
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