At a Glance
- Tasks: Build customer relationships and provide tailored financial solutions.
- Company: Civista Bank, dedicated to improving financial lives in the community.
- Benefits: Competitive pay, growth opportunities, and a supportive team environment.
- Other info: Dynamic role with opportunities for personal and professional growth.
- Why this job: Make a real difference in customers' financial journeys while developing your skills.
- Qualifications: 2-3 years of teller experience and strong communication skills required.
The predicted salary is between 28800 - 48000 £ per year.
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.
Responsibilities:
- Daily engagement of customers to build relationships, processing transactions, assessing needs, recommending products, and referring partners to customers.
- Develop an expansive knowledge of products and services to fulfil 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 everyday banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc.
Qualifications:
- 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.
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.
Personal Banker I - Floating in Plymouth employer: Civista Bancshares, Inc.
Civista Bank is an exceptional employer that prioritises the growth and well-being of its employees while fostering a supportive and collaborative work culture. As a Personal Banker I, you will have the opportunity to build meaningful relationships with customers, contribute to community development, and engage in continuous personal and professional growth through active learning and training. With a commitment to innovation and technology, Civista Bank empowers its employees to excel in their roles and make a positive impact on the financial lives of those they serve.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Banker I - Floating in Plymouth
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Civista Bancshares, Inc.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Personal Banker I - Floating in Plymouth
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Civista Bancshares, Inc..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Civista Bancshares, Inc.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Civista Bancshares, Inc.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Civista Bancshares, Inc..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Civista Bancshares, Inc. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Civista Bancshares, Inc. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
