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.Qualifications, Knowledge and Skills:
3-5 years of previous teller experience required.Excellent oral, written and presentation skillsDetail 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.
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Read LessPOSITION PURPOSE:
A Branch Manager (BM) operates as a business leader and is responsible for coaching and building your teams (this BMII role will oversee the Greenwich and Plymouth offices). In this role, you will inspire, model and motivate service through staff coaching and training to achieve an exceptional customer experience. The BM fosters a motivated, diverse team environment; by setting employees up for success, promoting objectives for the branch and for each employee. The BM also maintains and develops relationships with new and existing customers and creates great partnerships within Civista and the community in which we serve. The BM 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:
Create and execute on an annual strategic plan through analysis and critical thinking, while adjusting to market conditions and trends to achieve monthly sales and operational goals.Daily leadership in team and personal/professional development through scheduled coaching, training, and performance evaluations to achieve an exceptional customer experience and exceed branch goals and team engagement; will also recommend appropriate personnel actions (if no Assistant Branch Manager at the assigned location). Conduct interviewing and hiring of branch team in conjunction with the Assistant Branch Manager and the Regional Manager.Daily leadership in developing new and maintaining existing consumer and business relationships. Collaboration with partners to expand branch and market share while growing the Civista brand.Building the Civista brand by utilizing financial expertise; networking; developing & maintaining COIs; participating in community events, and leading in community involvement daily weekly and monthly.Managing operational tasks and oversight of branch facility daily, weekly, and monthly.Open personal, business, and loan accounts as well as cross-selling additional products and services.Maintain a high level of communication and follow-up with internal and external customers.Nurture relationship with internal business partners by making customer referrals to appropriate department for specific information and services.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. Responsible for one or more branch locations.QUALIFICATIONS, KNOWLEDGE AND SKILLS:
Demonstrate the ability to lead, coach, motivate and develop staff.4 years' experience in retail or in branch banking environment.Drive an exceptional customer experience.Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service.Maintain strong partnerships with community & civic organizations.Associate's or Bachelor's Degree preferredHigh School diploma or equivalent required.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 files of up to 50 lbs.Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time.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.
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Read LessPosition Purpose:
The Treasury Management Digital Banking Supervisor provides leadership and oversight for the Treasury Management Digital team within the Digital Banking Department. This position is responsible for supervising daily operations, ensuring exceptional customer service, maintaining compliance with all applicable regulations, and fostering the professional development of team members. The supervisor serves as a subject matter expert for Treasury Management and Digital Banking products and supports the Bank's mission of improving the financial lives of employees, customers, communities, and shareholders.
Description of Duties, Responsibilities and Expectations:
Leadership and Team Development
Lead, mentor, coach, and develop Treasury Management Digital team members to build a highly skilled, specialized, and self-sufficient department.Establish clear performance expectations, provide regular coaching and ongoing feedback to support employee growth and engagement.Serve as the primary resource and escalation point for team members regarding complex customer issues, operational concerns, and product support.Foster a collaborative work environment focused on accountability, service excellence, and continuous improvement.Occasional travel for training, conferences, meetings, and other work-related activities which may include out-of-state travel.Treasury Management and Digital Banking Operations
Oversee day-to-day operations related to Treasury Management services including the onboarding of Treasury Management customers, Digital Banking products, and ACH processing.Ensure the accuracy, completeness, and timeliness of departmental activities and workflows.Evaluate existing processes and recommend enhancements to improve efficiency, customer experience, and risk mitigation.Support the implementation of new products, services, and system enhancements.Customer Service and Relationship Management
Ensure customer inquiries and service requests are handled promptly, professionally, and accurately.Investigate, resolve, and respond to customer complaints and operational issues within established guidelines and service standards.Maintain regular communication with the SVP and AVP of Digital Banking regarding significant customer concerns, exceptions, approvals, and escalated issues.Promote a positive customer experience through effective problem-solving and service delivery.Performance Monitoring and Reporting
Monitor departmental performance metrics and service standards through team scorecards and system-generated reports.Analyze data and trends to identify opportunities for operational improvements and increased productivity.Prepare and maintain reports required for management review and decision-making.Compliance and Risk Management
Maintain a thorough understanding of applicable banking regulations, operating rules, industry standards and internal policies.Ensure compliance with: NACHA Operating RulesOffice of Foreign Assets Control (OFAC) requirementsBank Secrecy Act (BSA)Anti-Money Laundering (AML) regulations Information Security and Fraud PreventionBank policies and proceduresAssist with audits, regulatory examinations, compliance reviews, and documentation requests.Stay informed of regulatory updates, procedural changes, fraud trends and technology enhancements affecting Digital Banking and Treasury Management operations.Other Duties
Perform additional duties and special projects as assigned.Support departmental and organizational initiatives that contribute to achieving strategic goals and key performance objectives.Participate in professional development opportunities to maintain industry knowledgeQualifications, Knowledge and Skills:
Education
High School Diploma or GED required.Associate's or bachelor's degree in business, finance, accounting, information systems, or a related field preferredExperience
Minimum of 3-5 years of banking experience, preferably in Treasury Management, Digital Banking, Operations, or a related area.Previous leadership, supervisory, or team lead experience preferred.Knowledge and Skills
Strong understanding of Treasury Management and Digital Banking products and services.Knowledge of ACH processing, cash management services, and related banking operations preferred.Excellent verbal, written, and interpersonal communication skills.Strong analytical, organizational, and problem-solving abilities.Proficient in Microsoft Office applications, including Excel and Word.Ability to learn and effectively utilize specialized banking software and systems.Strong attention to detail and commitment to accuracy.Demonstrated ability to manage multiple priorities, projects, and deadlines.Ability to maintain confidentiality and exercise sound judgment.Physical Requirements:
Frequent use of a computer and other office equipment which requires visual concentration and prolonged screen time.Ability to remain focused and productive in a deadline-driven environment with frequent interruptions.Ability to lift and move files, supplies, and materials weighing up to 15 pounds.Ability to sit for extended periods and communicate effectively in person, by telephone, and through electronic communication methods.PIe17e1e7aa5a4-1047
Read LessPosition Purpose:
A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB 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:
Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank.Dedication to personal growth through daily learning. Adapting to current and 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.Qualifications, Knowledge and Skills:
Customer service, sales, and cash handling experience preferred.Excellent oral, written and presentation skillsDetail 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.
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Read LessPosition Purpose:
Civista Bank is seeking a dynamic and experienced Branch Manager. The ideal candidate will have a strong background in banking operations, leadership, and business development. The BMIII will manage and lead all aspects of the Retail branch while meeting and exceeding sales goals and financial targets for their branch. The BMIII 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 leadership in team and personal development through coaching, training, and performance evaluations to achieve an exceptional customer experience and meet branch goals.Proactively develop and maintain a portfolio of small business customers through on-site client visits, networking, and active community engagement. Deepen existing relationships with business owners and their associates. Open new accounts, secure deposits, and strategically cross sell to gain the full client relationship. Actively collaborate with internal partners to ensure the client's specific needs are met. Provide referrals to treasury management, merchant services, private banking, wealth, and other Bank partners.Develop new and maintain existing consumer relationships. Collaboration with partners to expand branch and market share while growing the Civista brand.Create and execute an annual strategic plan through analysis and critical thinking, while adjusting to market conditions and trends to achieve monthly sales and operational goals.Conduct interviewing and hiring of Retail branch team in conjunction with the Assistant Branch Manager and the Regional Manager.Stay up to date on Bank products, services, and regulatory requirements.All other duties as assigned and any activities that support the key accountabilities.Qualifications, Knowledge and Skills:
High School diploma or equivalent required.Associate or Bachelor's Degree preferredProven success in sales, business development, and team leadership.4 years' experience in retail or in branch banking environment.Knowledge of regulatory requirements and compliance standards related to small business banking.Maintain strong partnerships with community & civic organizations.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 files of 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.
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Read LessPosition Purpose: Under supervision, the Credit Analyst Trainee will conduct credit investigations, prepares and interprets financial statements for detailed spreading, and analyzes routine credit information pertaining to Commercial Loan Requests and Loan Reviews Prepares reports and information for management and Loan Committees; furnishes information in relation to credit inquiries; provides assistance to commercial loan officers as request.
Description of Duties, Responsibilities and Expectations:
Investigating all available sources of credit and financial information, including reporting services, credit bureaus, other companies, bank references, and in-house credit information.Spreading and analyzing financial statements and related material using the appropriate software programs.Under supervision, preparing summaries, presenting facts, and offering opinions concerning credit worthiness.Summarize conclusions in Loan Presentations and Loan Reviews.Conduct analysis of the market (customers) and industry (competition, suppliers, and potential new entrants) and management teams.Assist with special projects and reporting assignments in Credit Administration.Know and understand Bank/Credit policies and procedures.To provide computer support, including data entry, in the maintenance of the loan analysis systems.Understand new and pending laws and regulations that affect the organization's credit practices.Participate in the ongoing development of commercial credit policies and procedures that safeguard the Bank.To provide and maintain reporting requirements on Bank customers' credit obligations.Recommend risk grade changes.Complete Loan Reviews as directed by Lead Loan Review Analyst or Credit Administration Manager.Qualifications, Knowledge and Skills:
Physical Requirements:
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Read LessPosition Purpose:
An Assistant Branch Manager (ABM) is responsible for overseeing the branch's daily activities, including driving branch performance, sales growth and exceptional customer service. The ABM is both a player and a coach in achieving branch goals by assessing customer's needs, building relationships, and solving problems. The ABM 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:
Working daily with the branch team to create an exceptional customer experience by building relationships, assessing needs, recommending products and referring customers to our partners in order to grow the bank. Support and coach branch employees to enhance performance and career development. Leading the team through the sales process, change management and embracing new ideas to focus on growing the branch and the organization.Open personal, business, and loan account including additional products and services.Develop an expansive knowledge of products and services to fulfill customer needs.Achieve monthly, quarterly and yearly customer satisfaction metrics both individually and as a team.Exhibit a working knowledge of all aspects of the consumer lending process in daily and weekly activities; building customer trust and managing relationships through the life of the loan. Daily oversight to ensure operational tasks are followed and completed, adhering to bank policies, procedures, and regulations.Open personal, business, and loan account including additional products and services.Meet the required annual branch deposit and consumer loan goals as established.Conduct interviewing and hiring process in conjunction with Branch Manager and Regional Manager.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. All other duties as assigned and any activities that support the key accountabilities.Qualifications, Knowledge and Skills:
Demonstrate the ability to lead, coach, motivate and develop staff.2-3years' experience in retail or in branch banking environment.Drive an exceptional customer experience.Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service.Associate's or Bachelor's Degree preferred.High School diploma or equivalent required.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 files of 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.
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