Personal Banker II
Civista Bank
Civista Bank 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 everyday banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. 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. EOE - 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. #J-18808-Ljbffr Civista Bank
- ...Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There...SuggestedWork experience placementWork at office
$41.25k - $68.75k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's retail branch organization, you will be based in Dayton, Ohio at the Troy Stanley Branch. Spanish Bilingual Preferred...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work$20.67 - $31.25 per hour
...Location: 4401 Far Hills Avenue - Kettering, Ohio 45429 *This is a Hire Ahead Personal Banker role and will require flexibility to work at any area branch including: Dayton, Beavercreek, Downtown Springfield, Englewood, Huber Heights, Vandalia, Xenia, or Kettering....SuggestedHourly payWork experience placementDay shift- ...Personal Banker I - Fifth Third Center Dayton Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General function: Selected candidates are intended...SuggestedWork experience placementWork at office
$116k - $216k
...50, Dayton OhioJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift
$25 - $38.46 per hour
...and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus... ...and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial...Hourly payFlexible hoursDay shift- Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...Work at officeFlexible hoursShift workWeekend workDay shift
- As a Financial Calculations Representative, you will support and maintain the F&I applications used by our customers to ensure their compliance with industry regulations and dealer expectations. You will research, design, program, and test updates to Reynolds' F&I software...Work from home2 days per week
$75k - $125k
...the essential functions of their positions.Equal Employment Opportunity (EEO)PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or...Full timeTemporary workPart timeWork experience placementWork at office$18 - $20.67 per hour
...Consumer Banker We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history... ...a fIRST Class Client Experience. Function as client's personal trusted advisor by adding value and building deep client relationships...Work experience placementInternshipLocal area$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- Financial Counselor The Patient Financial Counselor (FC) supports the PHP mission, vision and values by serving as the hospital's primary contact for resolution of the patient's account balance, in accordance with PHP policies. The FC serves to help patients, especially...Work at office
- ...in a timely manner. • Provide an advice-based approach to financial solutions to firm clients. • Maintain working knowledge of personal financial planning concepts and techniques to assist Wealth Managers in serving client wealth management and investment...Shift work
$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office- Description The Financial Counselor is responsible for offering financial advice and assistance to patients regarding medical bills. There are the liaison between patients and their insurance companies; often coordinating payment and answering questions from both parties...Fixed term contractWork at officeNight shift
$50k
...GET MORE OUT OF YOUR CAREER Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your...Full timeWork experience placement- ...and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. We specialize in: Comprehensive Financial Planning...Full timeInternshipWork at office
- Job Description Job Description Description Location: Dayton, OH Reports To: Chief Operating Officer & Senior Consultant Industry: Fiduciary Consulting / Retirement Plan Advisory Compensation: Commensurate with experience, employee-owned structure ...
- A leading financial services firm in Beavercreek, OH is seeking a Relationship Banker to enhance client relationships and provide financial solutions. The ideal candidate will have sales experience in retail banking and excellent communication skills. Responsibilities...
$80k - $100k
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Base pay range $...Full timeWork at officeFlexible hours- ...communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and...Work experience placementWork at officeLocal areaFlexible hours
- ...the superior financial results we produce. Client Focused At OFBC we are focused on our client relationships. As a Universal Banker, you report to the Financial Center Manager and are a vital contact for our clients. You are client focused, ensuring all visitors...Work experience placementLocal area
$40k
...advisor for existing client relationships, delivering exceptional service at every touchpoint Conduct client progress reviews via in-person meetings, Zoom, and phone calls Assist clients with retirement income planning and holistic financial strategies Build trust and...Full timeTemporary workWork at office$80k - $110k
Feldmeyer Financial Group is an established financial advisory practice led by a next-generation leadership team committed to innovation and operational excellence. We have the stability and client relationships of a well-established firm, paired with a fresh perspective...$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeInternshipLocal areaFlexible hours$25 - $38.46 per hour
...identified Leadership Competencies.**Physical Demands*** General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer...Hourly payWork experience placementSecond jobWork at officeFlexible hoursNight shift$33.75k - $56.25k
...provide needed reasonable accommodations. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or...Full timeTemporary workWork experience placementWork at officeShift work$18 - $18.5 per hour
Job Description Job Description Clerk – Safety/Security Department Full‑time • $18.00–$18.50 hourly • Non‑Exempt Bi‑weekly pay - Full benefits package Location • Dayton, Ohio Schedule • Monday–Friday, 8:00 a.m. – 5:00 p.m. About the Role We are seeking...Bi-weekly payHourly payFull timeWork at officeMonday to Friday- ...joining Woodforest you will become a part of one of the largest employee-owned banks in the country! Responsibilities Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training...Full timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker II. Be the first to apply!



