Personal Banker II
Civista Bank
Civista Bank Description: 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. 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. PI7993f1971ce1-37156-40404826
- ...The Citi branch in Norwalk, CT is hiring a Personal Banker SAFE Act entry-level role to support sales and service activities with the customer service team. You will assist in processing small business and consumer product referrals, build relationships to grow client...Suggested
$250k
...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to...SuggestedFull time$250k
...Personal Banker Safe Act - Norwalk Branch Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your...Suggested$23 - $31 per hour
...Roving Associate Personal Banker (SAFE) Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network. In this front‑line role, you will provide support across multiple branch locations within an assigned geography, building relationships...SuggestedWork experience placementFlexible hours- ...Citigroup Inc. in Ridgefield, CT is seeking an entry-level Universal Banker to support sales, service, and customer relationship growth. In coordination with the customer service team, you will help open basic accounts, process transactions, and refer opportunities to...Suggested
$20.67 - $31.25 per hour
...10576 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness...Hourly payWork experience placementDay shift- ...Associate Personal Banker (SAFE)Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations...Work experience placementFlexible hours
- ...Chase is seeking a Relationship Banker to represent our brand at a branch, delivering hospitality while using banking solutions and financial technology to support clients. You will acquire, manage, and retain relationships, offering thoughtful financial solutions to...
$200k
...The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within... ...Demonstrate strong commitment to team success and place team goals above personal achievement. Encourage team members to work together to...Full time- Engaging clients in the lobby to educate and assist with transactions Processing cash transactions for clients Having deep conversations to connect clients with solutions Following established processes and guidelines adhering to laws and regulations Managing financial...
- ...embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with... ...and however they want.Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift
- ...Citi in Bridgeport, CT seeks an entry-level Universal Banker to assist in sales and service activities in coordination with the customer service team. You will help foster customer relationships and support daily branch operations. You will assist in basic account openings...
- ...JPMorgan Chase & Co. in Greenwich, CT seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets. You will...Temporary workLocal area
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking...Temporary workWork experience placementLocal area
$125k
Financial Advisor Our client is a growing wealth management firm located in Darien, CT. They are seeking a Financial Advisor to join their team. Manage and grow a book of business under supervision while continuing to develop financial planning expertise. Core Responsibilities...Temporary 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$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 areaRemote workFlexible hours$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 timeFor contractorsInternshipLocal areaFlexible hours$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...Work at office$170k - $225k
...other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use...Temporary workWork experience placementLocal area$27.59 - $45.98 per hour
...utilizing the fundamentals of the Bank's sales process to achieve personal sales and/or referral goals. Play key role in Relationship... ...relationships with non-branch business partners (e.g. business bankers, mortgage loan originators). Perform basic sales duties....Hourly pay- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial...Afternoon shift
$25 - $26.77 per hour
Bank Of America Job Description 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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services. The ideal candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional...
- JPMorganChase is seeking an Associate Relationship Banker to welcome clients in our branch and provide thoughtful financial solutions.... ...relationships with customers. In this role, you will meet clients in person and by phone, learn products quickly, and collaborate with...
- JPMorgan Chase & Co. is seeking an Associate Relationship Banker in a Chase Branch to welcome clients, understand financial needs, and offer thoughtful banking solutions. You will leverage modern digital tools to improve the client experience and build lasting relationships...Flexible hours
- ...Representatives are also supported by a network of specialists who together provide guidance on: Comprehensive Financial Planning Personal Planning Analysis Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Estate Analysis...
- ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making... ...however they want. Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking...Temporary workWork experience placementLocal area
- BestEx Research in Stamford, CT is seeking entry-level Algorithmic Trading Analysts to join the Stamford office. This foundational role sits at the intersection of market structure, execution, trading technology, and software development, offering exposure to front-office...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker II. Be the first to apply!


