Civista Bank Description: Position Purpose: 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. 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. Develop an expansive knowledge of products and services to fulfill 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 every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 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. 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. PI3a447b5-
10/24/2025
Full time
Civista Bank Description: Position Purpose: 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. 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. Develop an expansive knowledge of products and services to fulfill 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 every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 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. 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. PI3a447b5-
Civista Bank Description: Position Purpose: 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. 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. Develop an expansive knowledge of products and services to fulfill 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 every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 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. 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. PIeef735c87fc8-2315
10/24/2025
Full time
Civista Bank Description: Position Purpose: 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. 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. Develop an expansive knowledge of products and services to fulfill 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 every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 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. 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. PIeef735c87fc8-2315
Civista Bank Description: Position Purpose: The Commercial Lending Administrative Assistant is responsible for providing support to the Commercial Lender in servicing of the existing loan portfolio and with new loan requests. Essential duties include acting as the primary customer service contact for commercial loan customers, assisting in the loan application process through approval, monitoring and updating portfolio reports, and maintaining borrower credit files by collection of financial statements. Description of Duties, Responsibilities and Expectations: • The Commercial Lending Administrative Assistant will assist commercial customers with servicing activities such as line of credit draw requests, check requisitions, payments, deposits, wire transfers, and other various inquires. In addition, this individual is responsible for processing construction draw requests which will require ordering inspection reports, title endorsements, collecting lien waivers, and reviewing cost budgets. • The position provides administrative support to Lenders with new loan applications by preparing loan proposal letters, beginning Loan Presentations, pulling credit bureau and market research reports, packaging financial information to support loan requests and some commercial loan processing. • The individual is responsible for monitoring and updating portfolio reports, maturity reports, and exception reports on a monthly basis. • The Commercial Lending Administrative Assistant will assist in maintaining borrower credit files by preparing financial request letters, tracking the receipt of tax returns and financial statements, and ensuring they are received by the Operations Department at Howard Drive. • Loan modifications and extensions are processed through Loan Operations and in some cases require the internal Legal Department for documentation. The Commercial Lending Assistant will work with Operations and/or Legal to order necessary documents for extensions and modifications as well as provide all due diligence requirements to support the approval. • The position also performs varied administrative duties such as answering phones, faxing, scanning, scheduling, and event coordination. Requirements: Qualifications, Knowledge and Skills: Minimum high school diploma with related work experience. College degree preferred. Must be detail-oriented and well organized. Strong communication skills, both written and verbally, and excellent customer service skills required. High level of confidentiality required. Interpersonal skills including courtesy, tact, and diplomacy as giving and obtaining information may require some discussion of a sensitive or personal nature. Must be able to manage multiple responsibilities simultaneously in a fast-paced environment. Excellent PC Skills, including strong proficiency in all Microsoft Office applications. The Commercial Lending Administrative Assistant will also be cross-trained to assist the Commercial Lending Loan Closer as needed. Ability to read and understand basic financial statements and tax returns. 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. PI882daef00ea2-2314
10/24/2025
Full time
Civista Bank Description: Position Purpose: The Commercial Lending Administrative Assistant is responsible for providing support to the Commercial Lender in servicing of the existing loan portfolio and with new loan requests. Essential duties include acting as the primary customer service contact for commercial loan customers, assisting in the loan application process through approval, monitoring and updating portfolio reports, and maintaining borrower credit files by collection of financial statements. Description of Duties, Responsibilities and Expectations: • The Commercial Lending Administrative Assistant will assist commercial customers with servicing activities such as line of credit draw requests, check requisitions, payments, deposits, wire transfers, and other various inquires. In addition, this individual is responsible for processing construction draw requests which will require ordering inspection reports, title endorsements, collecting lien waivers, and reviewing cost budgets. • The position provides administrative support to Lenders with new loan applications by preparing loan proposal letters, beginning Loan Presentations, pulling credit bureau and market research reports, packaging financial information to support loan requests and some commercial loan processing. • The individual is responsible for monitoring and updating portfolio reports, maturity reports, and exception reports on a monthly basis. • The Commercial Lending Administrative Assistant will assist in maintaining borrower credit files by preparing financial request letters, tracking the receipt of tax returns and financial statements, and ensuring they are received by the Operations Department at Howard Drive. • Loan modifications and extensions are processed through Loan Operations and in some cases require the internal Legal Department for documentation. The Commercial Lending Assistant will work with Operations and/or Legal to order necessary documents for extensions and modifications as well as provide all due diligence requirements to support the approval. • The position also performs varied administrative duties such as answering phones, faxing, scanning, scheduling, and event coordination. Requirements: Qualifications, Knowledge and Skills: Minimum high school diploma with related work experience. College degree preferred. Must be detail-oriented and well organized. Strong communication skills, both written and verbally, and excellent customer service skills required. High level of confidentiality required. Interpersonal skills including courtesy, tact, and diplomacy as giving and obtaining information may require some discussion of a sensitive or personal nature. Must be able to manage multiple responsibilities simultaneously in a fast-paced environment. Excellent PC Skills, including strong proficiency in all Microsoft Office applications. The Commercial Lending Administrative Assistant will also be cross-trained to assist the Commercial Lending Loan Closer as needed. Ability to read and understand basic financial statements and tax returns. 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. PI882daef00ea2-2314
Civista Bank Description: Position Purpose: The Branch Processor will process Retail Business Banking transactions, focusing on the critical function of deposit verification and change order preparation. 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. Description of Duties, Responsibilities and Expectations: Process courier drop offs, by logging bags, counting the deposit and making the necessary required teller entries. Resolve internal and external customer inquiries and issues in a prompt, efficient and accurate manner with a focus on creative problem solving and using sound judgement to best serve the financial well-being of the customer as well as Civista. Provide personable and professional interactions with Retail Business Banking customers using proper phone etiquette. Use sound judgment in handling customer problems/issues. Receives and processes customer financial transactions, including deposits, captures images and balances cash drawer and daily transactions. Record all deposits brought to the processing room by the third party vendor. Effectively operate, load and trouble-shoot error messages for branch equipment. Support Processing Supervisor with dual vault and ATM balancing as well as meet expectations in their absence. Maintain a high level of communication and follow-up with internal and external customers. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: At least one year of previous banking experience. High School diploma/GED Above average ten key calculator and computer keyboard by touch. Good knowledge of computers and ability to master the specific software required for the position, based on the particular branch location and equipment. Detail-oriented and organized Knowledge of and ability to follow policies and procedures related to position Physical Requirements: Work involves eye strain due to the constant use of computer screens and reading of reports. Work involves standing the majority of the work day. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions Work involves lifting and moving items up to 20 lbs. Potential hazardous conditions, i.e., robbery attempts. Work involves being flexible regarding hours of work, i.e., overtime, filling in at other office locations, attending required training/meetings, staffing shortages, vacation coverage, 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. PI20daf753db37-2316
10/24/2025
Full time
Civista Bank Description: Position Purpose: The Branch Processor will process Retail Business Banking transactions, focusing on the critical function of deposit verification and change order preparation. 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. Description of Duties, Responsibilities and Expectations: Process courier drop offs, by logging bags, counting the deposit and making the necessary required teller entries. Resolve internal and external customer inquiries and issues in a prompt, efficient and accurate manner with a focus on creative problem solving and using sound judgement to best serve the financial well-being of the customer as well as Civista. Provide personable and professional interactions with Retail Business Banking customers using proper phone etiquette. Use sound judgment in handling customer problems/issues. Receives and processes customer financial transactions, including deposits, captures images and balances cash drawer and daily transactions. Record all deposits brought to the processing room by the third party vendor. Effectively operate, load and trouble-shoot error messages for branch equipment. Support Processing Supervisor with dual vault and ATM balancing as well as meet expectations in their absence. Maintain a high level of communication and follow-up with internal and external customers. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: At least one year of previous banking experience. High School diploma/GED Above average ten key calculator and computer keyboard by touch. Good knowledge of computers and ability to master the specific software required for the position, based on the particular branch location and equipment. Detail-oriented and organized Knowledge of and ability to follow policies and procedures related to position Physical Requirements: Work involves eye strain due to the constant use of computer screens and reading of reports. Work involves standing the majority of the work day. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions Work involves lifting and moving items up to 20 lbs. Potential hazardous conditions, i.e., robbery attempts. Work involves being flexible regarding hours of work, i.e., overtime, filling in at other office locations, attending required training/meetings, staffing shortages, vacation coverage, 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. PI20daf753db37-2316
Civista Bank Description: Position Purpose: The Commercial Lender is responsible for managing and growing a diverse portfolio of commercial loans. They are responsible for knowing all aspects of loans including C&I, CRE, Construction, Lines of Credit, Letters of Credit and other complex loans. Responsibilities include building and maintaining strong relationships, identifying new business opportunities, and driving commercial loan business, revenue and deposit growth. Description of Duties, Responsibilities and Expectations: Commercial Lending Develop and manage a commercial loan portfolio. Interview customers to determine loan requirements and gather necessary information for loan applications. Analyze financial statements and other relevant data to recommend the best lending solutions based on customer needs and financial capabilities. Evaluate creditworthiness and present well-structured lending proposals Offer tailored financial solutions to meet customer objectives, while enhancing customer satisfaction and retention. Develop customized loan proposals and present them to customers to secure new business and maintain existing relationships. Follow up on pending loan deals and loan renewals. Provide updates on portfolio performance, new business, and market developments to senior leadership. Risk Management Monitor loan performance, ensuring risk is appropriately managed and financial objectives are met. Business Development & Relationship Management Identify new business opportunities and develop strategic partnerships across the region to drive loan growth and revenue with an emphasis on C&I lending opportunities. Establish and maintain strong relationships with existing and potential customers by understanding their business needs, goals, and long-term strategies. Prospect for new customers, expanding the Bank's market share. Leverage industry contacts and existing relationships to enhance revenue generation and achieve sales goals. Proactively identify opportunities to cross-sell additional products and services. Engage in industry forums or business networks to increase brand awareness and build relationships with key influencers and decision-makers. Requirements: Qualifications, Knowledge and Skills: Knowledge Of: Commercial lending industry, processes, policies, and portfolio management. Commercial and consumer lending regulations and compliance and other regulatory required reporting and practices. Regulatory and Compliance practices applicable to commercial lending. Ability To: Use Microsoft Office 365 suite including Excel, Word, PowerPoint, Outlook and Teams. Operate the Bank's financial software to access customer accounts and manage new and existing loan deals. Identify and analyze Commercial Customer business documents and navigate lending decisions Independently network to build and establish business customer relationships. Communicate professionally and effectively verbally and in writing and present complex financial information to clients and senior leadership. Required Education and Experience: Minimum 4 years of experience in Commercial Business Lending & Business Development or Credit Analyst role. A college degree in Finance, Management or equivalent. Proven track record of establishing relationships and driving business and revenue growth while managing risk. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading reports, documents, and so forth. Work involves reading, hearing, speaking, listening, typing and ability to communicate in a professional manner, in person, via telephone and via email. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files or equipment of up to 40 lbs. 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. PI17f9cb0d33b8-3668
10/23/2025
Full time
Civista Bank Description: Position Purpose: The Commercial Lender is responsible for managing and growing a diverse portfolio of commercial loans. They are responsible for knowing all aspects of loans including C&I, CRE, Construction, Lines of Credit, Letters of Credit and other complex loans. Responsibilities include building and maintaining strong relationships, identifying new business opportunities, and driving commercial loan business, revenue and deposit growth. Description of Duties, Responsibilities and Expectations: Commercial Lending Develop and manage a commercial loan portfolio. Interview customers to determine loan requirements and gather necessary information for loan applications. Analyze financial statements and other relevant data to recommend the best lending solutions based on customer needs and financial capabilities. Evaluate creditworthiness and present well-structured lending proposals Offer tailored financial solutions to meet customer objectives, while enhancing customer satisfaction and retention. Develop customized loan proposals and present them to customers to secure new business and maintain existing relationships. Follow up on pending loan deals and loan renewals. Provide updates on portfolio performance, new business, and market developments to senior leadership. Risk Management Monitor loan performance, ensuring risk is appropriately managed and financial objectives are met. Business Development & Relationship Management Identify new business opportunities and develop strategic partnerships across the region to drive loan growth and revenue with an emphasis on C&I lending opportunities. Establish and maintain strong relationships with existing and potential customers by understanding their business needs, goals, and long-term strategies. Prospect for new customers, expanding the Bank's market share. Leverage industry contacts and existing relationships to enhance revenue generation and achieve sales goals. Proactively identify opportunities to cross-sell additional products and services. Engage in industry forums or business networks to increase brand awareness and build relationships with key influencers and decision-makers. Requirements: Qualifications, Knowledge and Skills: Knowledge Of: Commercial lending industry, processes, policies, and portfolio management. Commercial and consumer lending regulations and compliance and other regulatory required reporting and practices. Regulatory and Compliance practices applicable to commercial lending. Ability To: Use Microsoft Office 365 suite including Excel, Word, PowerPoint, Outlook and Teams. Operate the Bank's financial software to access customer accounts and manage new and existing loan deals. Identify and analyze Commercial Customer business documents and navigate lending decisions Independently network to build and establish business customer relationships. Communicate professionally and effectively verbally and in writing and present complex financial information to clients and senior leadership. Required Education and Experience: Minimum 4 years of experience in Commercial Business Lending & Business Development or Credit Analyst role. A college degree in Finance, Management or equivalent. Proven track record of establishing relationships and driving business and revenue growth while managing risk. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading reports, documents, and so forth. Work involves reading, hearing, speaking, listening, typing and ability to communicate in a professional manner, in person, via telephone and via email. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files or equipment of up to 40 lbs. 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. PI17f9cb0d33b8-3668
Civista Bank Description: Position Purpose: The VP/Sales will be responsible for actively cultivating new and developing existing relationships to drive new business and grow portfolios. The ideal person for this role will have a demonstrated track record of success in generating and growing vendor & customer relationships. Key Accountabilities, Responsibilities and Expectations: Develop new and grow existing client relationships through outbound calls, on-site presentations, and attending industry trade shows. Ability to sell multiple types of equipment lease financing products and solutions. Manage ongoing client portfolio. Meet or exceed established sales goals. Develop and execute marketing campaigns. Obtain and review customer financial information. Completes or directs completion of all required documentation. Assist with any leasing related questions or concerns. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Bachelor's degree in finance-related field, or equivalent experience. Demonstrated ability to develop new customer relationships. Solid Computer literacy (Microsoft Office Suite) with previous CRM experience preferred. Strong understanding of financial statements and basic credit underwriting. Solid oral and written communication skills in one-on-one and team settings. Ability to listen to and fully understand complex situations. Ability to manage multiple priorities/projects with varied deadlines. 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 15 lbs. Work involves the 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. PIf3f61-3669
10/23/2025
Full time
Civista Bank Description: Position Purpose: The VP/Sales will be responsible for actively cultivating new and developing existing relationships to drive new business and grow portfolios. The ideal person for this role will have a demonstrated track record of success in generating and growing vendor & customer relationships. Key Accountabilities, Responsibilities and Expectations: Develop new and grow existing client relationships through outbound calls, on-site presentations, and attending industry trade shows. Ability to sell multiple types of equipment lease financing products and solutions. Manage ongoing client portfolio. Meet or exceed established sales goals. Develop and execute marketing campaigns. Obtain and review customer financial information. Completes or directs completion of all required documentation. Assist with any leasing related questions or concerns. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Bachelor's degree in finance-related field, or equivalent experience. Demonstrated ability to develop new customer relationships. Solid Computer literacy (Microsoft Office Suite) with previous CRM experience preferred. Strong understanding of financial statements and basic credit underwriting. Solid oral and written communication skills in one-on-one and team settings. Ability to listen to and fully understand complex situations. Ability to manage multiple priorities/projects with varied deadlines. 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 15 lbs. Work involves the 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. PIf3f61-3669
Civista Bank Description: Position Purpose: Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place - Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan applications and process loan documents; sell investment products and provide financial advice (Series 7 and Series 63 licenses preferred), or refer client to appropriate department. Confidentially manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm business policies and procedures, as well as applicable FINRA and other federal regulations. Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products. Acts as a trusted advisor, provide solid solutions and simplifies the client's life to achieve financial goals. Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities. Resolve client problems as needed/warranted and other duties as needed Monitor and manage existing credit relationships. Build and manage lifelong client relationships with a certain number of high net-worth individuals (generally 75 - 125 account relationships). Depending on the market place - Dedicate a percentage of time to prospecting and new client acquisition. Develop internal and external referral sources to cultivate prospect opportunities. Depending on the market place - Dedicate a percentage of time to developing relationship with internal clients including mortgage/consumer/commercial lenders, business bankers, branch leaders and wealth managers. Attend all sales team meeting. Refer clients to trust and investment management department; commercial/consumer loan department and wealth management as the need presents itself Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner. Work within a team environment with trust and investment personnel, commercial/consumer lending personnel, and retail staff in order to provide optimal client service. Depending on the market place - Dedicate a percentage of time to developing relationship with external COIs including attorneys, CPAs, Physician Recruiters, Medical Professionals, Real Estate agents, etc. Meet one-on-one, host seminars/mixers, plan collaborative events, etc. with the goal of deepen relationships and encouraging the sharing of prospect referrals. Represent the Bank at community civic club and service club events Develop a Business Plan which details yearly & quarterly new client, lending & wealth goals with action plan for achievement of these goals. Take pride in exceeding goals as assigned by management and maintain accountability for client acquisition, growth and retention. Track all Client, Prospect, Internal Customer & Internal Customer interaction and pertinent information in Salesforce. Maintain up-to-date calendar & pipeline reports including monthly mortgage report. Depending on the market place - Dedicate a percentage of time on the road traveling to meet with internal and external customers; stay in contact with office and other clients via laptop computer, i-pad and cellular phone. May have to call on clients at home during evenings and weekends, as needed/required to meet their service requests. Requirements: Qualifications, Knowledge and Skills: Five years of retail banking experience preferred. Additional experience in sales or marketing, trust department products and consumer lending products preferred. Previous Private Banking Experience preferred. Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience; additional training provided by financial institution. Series 7 registered representative and Series 63 brokerage licenses preferred. Excellent relationship management, client service and communication skills are a prerequisite as well as an entrepreneurial orientation. Strong ethics and integrity is crucial as work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. A significant level of trust and diplomacy is required, in addition to being courteous and having tact. Work may involve motivating or influencing others. Outside contacts are important and ability to foster sound relationships with other entities (lawyers, accountants, etc.) is necessary. Strong sales experience; experience dealing with public accounting and law firms helpful. Good knowledge of consumer banking, credit and business banking services; basic experience handling trusts, investments, tax insurance, real estate management, estate planning and financial planning, credit training preferred. Solid Computer literacy (Word, Excel, PowerPoint and CRM) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Ability to be a self-starter and work without direct supervision. Detail oriented with strong analytical skills. High level of confidentiality required. Excellent oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. Pay Transparency Nondiscrimination Provision: Opportunity Employer EEOC M/F/D/V 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. PI8d55ecf7d5-
10/22/2025
Full time
Civista Bank Description: Position Purpose: Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place - Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan applications and process loan documents; sell investment products and provide financial advice (Series 7 and Series 63 licenses preferred), or refer client to appropriate department. Confidentially manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm business policies and procedures, as well as applicable FINRA and other federal regulations. Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products. Acts as a trusted advisor, provide solid solutions and simplifies the client's life to achieve financial goals. Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities. Resolve client problems as needed/warranted and other duties as needed Monitor and manage existing credit relationships. Build and manage lifelong client relationships with a certain number of high net-worth individuals (generally 75 - 125 account relationships). Depending on the market place - Dedicate a percentage of time to prospecting and new client acquisition. Develop internal and external referral sources to cultivate prospect opportunities. Depending on the market place - Dedicate a percentage of time to developing relationship with internal clients including mortgage/consumer/commercial lenders, business bankers, branch leaders and wealth managers. Attend all sales team meeting. Refer clients to trust and investment management department; commercial/consumer loan department and wealth management as the need presents itself Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner. Work within a team environment with trust and investment personnel, commercial/consumer lending personnel, and retail staff in order to provide optimal client service. Depending on the market place - Dedicate a percentage of time to developing relationship with external COIs including attorneys, CPAs, Physician Recruiters, Medical Professionals, Real Estate agents, etc. Meet one-on-one, host seminars/mixers, plan collaborative events, etc. with the goal of deepen relationships and encouraging the sharing of prospect referrals. Represent the Bank at community civic club and service club events Develop a Business Plan which details yearly & quarterly new client, lending & wealth goals with action plan for achievement of these goals. Take pride in exceeding goals as assigned by management and maintain accountability for client acquisition, growth and retention. Track all Client, Prospect, Internal Customer & Internal Customer interaction and pertinent information in Salesforce. Maintain up-to-date calendar & pipeline reports including monthly mortgage report. Depending on the market place - Dedicate a percentage of time on the road traveling to meet with internal and external customers; stay in contact with office and other clients via laptop computer, i-pad and cellular phone. May have to call on clients at home during evenings and weekends, as needed/required to meet their service requests. Requirements: Qualifications, Knowledge and Skills: Five years of retail banking experience preferred. Additional experience in sales or marketing, trust department products and consumer lending products preferred. Previous Private Banking Experience preferred. Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience; additional training provided by financial institution. Series 7 registered representative and Series 63 brokerage licenses preferred. Excellent relationship management, client service and communication skills are a prerequisite as well as an entrepreneurial orientation. Strong ethics and integrity is crucial as work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. A significant level of trust and diplomacy is required, in addition to being courteous and having tact. Work may involve motivating or influencing others. Outside contacts are important and ability to foster sound relationships with other entities (lawyers, accountants, etc.) is necessary. Strong sales experience; experience dealing with public accounting and law firms helpful. Good knowledge of consumer banking, credit and business banking services; basic experience handling trusts, investments, tax insurance, real estate management, estate planning and financial planning, credit training preferred. Solid Computer literacy (Word, Excel, PowerPoint and CRM) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Ability to be a self-starter and work without direct supervision. Detail oriented with strong analytical skills. High level of confidentiality required. Excellent oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. Pay Transparency Nondiscrimination Provision: Opportunity Employer EEOC M/F/D/V 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. PI8d55ecf7d5-
Civista Bank Description: Position Purpose: The position is set in a fast-paced, time-sensitive environment and requires good problem-solving skills, accuracy and attention to detail. An ideal candidate would enjoy working in a positive, team-oriented workplace. Responsible for monitoring and processing all deposit related items as they relate to various system applications - customer source, checking, savings, certificate of deposit, IRA (retirement) products, safe deposit box, transfer management and cards. Demonstrate 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 activities to ensure Civista Bank is balanced and in good standing with the Fed and monitoring of statement notices. Fulfill on the customer experience through the daily, weekly, monthly and annual creation of: documents, monetary instruments, incoming and outgoing file processing, mail, interoffice and external shipping. Ensure the accuracy of transactional data for customer accounts by researching and correcting information on non-posted transactions, reviewing and returning stop payment transactions, and posting deposit return items. Reviews and processes Garnishments, Levies and Court Orders for customer deposit accounts. Daily interactions and communication with the retail team members to assist in problem resolution to create a positive customer experience Daily support to include research, one source activities and verifications for internal and external customer information including: bad addresses, GL's, Canadian checks, and reports. All other duties as assigned and any activities that support the key accountabilities. Work hours are: M - TH 9 a.m.-6 p.m. and F 10 a.m. - 7 p.m. Requirements: Qualifications, Knowledge and Skills: One to two years' experience in banking or financial services. High School Diploma or equivalent, with office administrative skills or certification. Strong customer service and problem-solving skills and demonstrated ability to respond to inquiries with tact, diplomacy and patience. Exceptional organization, time management and follow-up skills. Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers. Ability to follow detailed instructions and a wide range of procedures requiring sound judgement. Must have proficient typing and computer skills, specifically Microsoft Word and Excel and the ability to navigate computer programs. Possess the ability and desire to be cross trained on many different job duties within the department. 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 15 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. PI7af5c6a25c9d-0332
10/17/2025
Full time
Civista Bank Description: Position Purpose: The position is set in a fast-paced, time-sensitive environment and requires good problem-solving skills, accuracy and attention to detail. An ideal candidate would enjoy working in a positive, team-oriented workplace. Responsible for monitoring and processing all deposit related items as they relate to various system applications - customer source, checking, savings, certificate of deposit, IRA (retirement) products, safe deposit box, transfer management and cards. Demonstrate 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 activities to ensure Civista Bank is balanced and in good standing with the Fed and monitoring of statement notices. Fulfill on the customer experience through the daily, weekly, monthly and annual creation of: documents, monetary instruments, incoming and outgoing file processing, mail, interoffice and external shipping. Ensure the accuracy of transactional data for customer accounts by researching and correcting information on non-posted transactions, reviewing and returning stop payment transactions, and posting deposit return items. Reviews and processes Garnishments, Levies and Court Orders for customer deposit accounts. Daily interactions and communication with the retail team members to assist in problem resolution to create a positive customer experience Daily support to include research, one source activities and verifications for internal and external customer information including: bad addresses, GL's, Canadian checks, and reports. All other duties as assigned and any activities that support the key accountabilities. Work hours are: M - TH 9 a.m.-6 p.m. and F 10 a.m. - 7 p.m. Requirements: Qualifications, Knowledge and Skills: One to two years' experience in banking or financial services. High School Diploma or equivalent, with office administrative skills or certification. Strong customer service and problem-solving skills and demonstrated ability to respond to inquiries with tact, diplomacy and patience. Exceptional organization, time management and follow-up skills. Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers. Ability to follow detailed instructions and a wide range of procedures requiring sound judgement. Must have proficient typing and computer skills, specifically Microsoft Word and Excel and the ability to navigate computer programs. Possess the ability and desire to be cross trained on many different job duties within the department. 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 15 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. PI7af5c6a25c9d-0332
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. PIf8a54c6b344c-1385
10/16/2025
Full time
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. PIf8a54c6b344c-1385
Civista Bank Description: Position Purpose: 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. 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. Develop an expansive knowledge of products and services to fulfill 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 every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 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. 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. PI3a447b5-
10/15/2025
Full time
Civista Bank Description: Position Purpose: 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. 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. Develop an expansive knowledge of products and services to fulfill 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 every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 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. 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. PI3a447b5-
Civista Bank Description: Position Purpose: This position is responsible for ensuring the Bank maintains a sound loan portfolio ensuring compliance with all state and federal laws and regulations and Civista Bank lending policies and procedures. The Analyst will review a variety of new and modified commercial loan types in this role - C&I, CRE, SBA, Participations, Swap, and others. Additionally, the Analyst will review documentation for accuracy, completeness, and compliance in both pre-close and post-close while promoting and maintaining a positive internal and external customer relationship. Key Accountabilities and Expectations: To maintain regular contact and proper escalation with the Commercial Quality Control Supervisor regarding the status of loans in process, audit requests. Reviews complex commercial loan documentation and related supplements to support business partners, ensuring accuracy and adherence with Bank loan policy and guide. Determines document options and presents options to lenders/documentation specialists as applicable. Embraces change and continuous improvement concept, constantly looking to improve both efficiency and effectiveness of the Quality Control team and their processes. Responds to all requests for information and assistance in a prompt, efficient and friendly manner by relaying information as requested, and follows up on all situations that cannot be handled immediately. Resolves complaints in a reasonable timeframe. Maintain a good working knowledge of all Bank policies and procedures and identify deviations from policy, escalating as appropriate to the Commercial Quality Control Supervisor. Develop deep relationships with business partners, including Lenders, Credit Analysts, and Administrative Assistants to ensure optimal efficiency and effectiveness regarding services provided. To provide accurate, efficient, courteous, prompt, and professional telephone service to all customers and potential customers. To research, respond to customer inquiries and resolve customer complaints/issues in a timely and effective manner. To ensure loan documents and files are complete, accurate and in accordance with Bank loan policy. To track all outstanding loan documents/collateral items to ensure Bank's lien position is obtained. To assist with additional loan operation roles, as requested or necessary. Requirements: Qualifications, Knowledge and Skills: 3-5 years of related loan processing experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of Audit, Legal, Compliance, Financial Analysis, Credit Review, or similar fields. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bachelor's degree in accounting, business, finance, or equivalent experience. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a sensitive nature. Outside contact becomes important and fostering sound relationships with other entities (customers, vendors, etc.) becomes necessary. Solid working knowledge of banking industry practices relative to bank loan operations with respect to loan products, services, and terminology. Knowledge of commercial, construction, real estate and consumer loan products and processing. Knowledge of related state and federal lending and compliance laws and regulations, and other Bank lending policies. Highly accurate data entry skills and strong level of skill working with a variety of PC and internet applications, including spreadsheets (creating formulas) and the ability to navigate key industry specific Internet sites. Strong multi-tasking, time management, thoroughness, and accuracy skills required. Solid communication and organizational skills with focus on teamwork and cooperation. A high level of confidentiality is required. 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 sitting the majority of the day. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving loan files of up to 20 pounds. 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. PI11c39d76281f-2432
10/10/2025
Full time
Civista Bank Description: Position Purpose: This position is responsible for ensuring the Bank maintains a sound loan portfolio ensuring compliance with all state and federal laws and regulations and Civista Bank lending policies and procedures. The Analyst will review a variety of new and modified commercial loan types in this role - C&I, CRE, SBA, Participations, Swap, and others. Additionally, the Analyst will review documentation for accuracy, completeness, and compliance in both pre-close and post-close while promoting and maintaining a positive internal and external customer relationship. Key Accountabilities and Expectations: To maintain regular contact and proper escalation with the Commercial Quality Control Supervisor regarding the status of loans in process, audit requests. Reviews complex commercial loan documentation and related supplements to support business partners, ensuring accuracy and adherence with Bank loan policy and guide. Determines document options and presents options to lenders/documentation specialists as applicable. Embraces change and continuous improvement concept, constantly looking to improve both efficiency and effectiveness of the Quality Control team and their processes. Responds to all requests for information and assistance in a prompt, efficient and friendly manner by relaying information as requested, and follows up on all situations that cannot be handled immediately. Resolves complaints in a reasonable timeframe. Maintain a good working knowledge of all Bank policies and procedures and identify deviations from policy, escalating as appropriate to the Commercial Quality Control Supervisor. Develop deep relationships with business partners, including Lenders, Credit Analysts, and Administrative Assistants to ensure optimal efficiency and effectiveness regarding services provided. To provide accurate, efficient, courteous, prompt, and professional telephone service to all customers and potential customers. To research, respond to customer inquiries and resolve customer complaints/issues in a timely and effective manner. To ensure loan documents and files are complete, accurate and in accordance with Bank loan policy. To track all outstanding loan documents/collateral items to ensure Bank's lien position is obtained. To assist with additional loan operation roles, as requested or necessary. Requirements: Qualifications, Knowledge and Skills: 3-5 years of related loan processing experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of Audit, Legal, Compliance, Financial Analysis, Credit Review, or similar fields. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bachelor's degree in accounting, business, finance, or equivalent experience. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a sensitive nature. Outside contact becomes important and fostering sound relationships with other entities (customers, vendors, etc.) becomes necessary. Solid working knowledge of banking industry practices relative to bank loan operations with respect to loan products, services, and terminology. Knowledge of commercial, construction, real estate and consumer loan products and processing. Knowledge of related state and federal lending and compliance laws and regulations, and other Bank lending policies. Highly accurate data entry skills and strong level of skill working with a variety of PC and internet applications, including spreadsheets (creating formulas) and the ability to navigate key industry specific Internet sites. Strong multi-tasking, time management, thoroughness, and accuracy skills required. Solid communication and organizational skills with focus on teamwork and cooperation. A high level of confidentiality is required. 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 sitting the majority of the day. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving loan files of up to 20 pounds. 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. PI11c39d76281f-2432
Civista Bank Description: Position Purpose: A Regional Manager (RM) has a pivotal role in achieving business results through people by bridging retail strategic objectives to branch behaviors and deliverables. The RM is the primary coach and advisor to the branch manager (BM) to ensure that business processes and an exceptional customer experience are being implemented consistently. As a leader, the RM drives regional and branch performance, sales growth, and customer satisfaction through visible leadership, performance management, key partnerships, and problem resolution. The RM 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 strategic plans aligned with growing shareholder value through market share growth, operation efficiency, and revenue enhancement measured quarterly. Build a strong, successful, diverse, and effective team to deliver an exceptional customer experience. Lead the consultative sales process and enhance operation strength to grow market share and revenue monthly. Foster community involvement through networking, maintaining COI relationships, and developing CRA opportunities; positioning Civista Bank as a trusted financial provider. Dedicate time and energy to ongoing personal and professional growth through active learning via development plans inspected quarterly. Expand consumer and business relationships through partnered visits with branch leadership. Maintain a high level of communication and follow-up with internal and external customers. Regular touch-base with branch leadership to observe, develop and mentor branch teams, and to review branch scorecards, operational reports, and customer service surveys. Support and exemplify an exceptional customer experience within the branches; achieve monthly, quarterly and yearly customer satisfaction metrics. Be a technology leader. 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: Demonstrate the ability to lead, coach, motivate and develop staff. 6 years' experience in retail or in branch banking environment. Proven track record of sales and new business development in conjunction with meeting/exceeding individual and team sales goals. Excellent oral, written and presentation skills Multiple branch management experience required. 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. PIba5d7907cc1b-7453
10/08/2025
Full time
Civista Bank Description: Position Purpose: A Regional Manager (RM) has a pivotal role in achieving business results through people by bridging retail strategic objectives to branch behaviors and deliverables. The RM is the primary coach and advisor to the branch manager (BM) to ensure that business processes and an exceptional customer experience are being implemented consistently. As a leader, the RM drives regional and branch performance, sales growth, and customer satisfaction through visible leadership, performance management, key partnerships, and problem resolution. The RM 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 strategic plans aligned with growing shareholder value through market share growth, operation efficiency, and revenue enhancement measured quarterly. Build a strong, successful, diverse, and effective team to deliver an exceptional customer experience. Lead the consultative sales process and enhance operation strength to grow market share and revenue monthly. Foster community involvement through networking, maintaining COI relationships, and developing CRA opportunities; positioning Civista Bank as a trusted financial provider. Dedicate time and energy to ongoing personal and professional growth through active learning via development plans inspected quarterly. Expand consumer and business relationships through partnered visits with branch leadership. Maintain a high level of communication and follow-up with internal and external customers. Regular touch-base with branch leadership to observe, develop and mentor branch teams, and to review branch scorecards, operational reports, and customer service surveys. Support and exemplify an exceptional customer experience within the branches; achieve monthly, quarterly and yearly customer satisfaction metrics. Be a technology leader. 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: Demonstrate the ability to lead, coach, motivate and develop staff. 6 years' experience in retail or in branch banking environment. Proven track record of sales and new business development in conjunction with meeting/exceeding individual and team sales goals. Excellent oral, written and presentation skills Multiple branch management experience required. 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. PIba5d7907cc1b-7453
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. PIa30a94f160db-3885
10/06/2025
Full time
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. PIa30a94f160db-3885
Civista Bank Description: Position Purpose: 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. 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. Develop an expansive knowledge of products and services to fulfill 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 every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 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. 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. PI4a883ddc5d23-4391
10/06/2025
Full time
Civista Bank Description: Position Purpose: 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. 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. Develop an expansive knowledge of products and services to fulfill 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 every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 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. 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. PI4a883ddc5d23-4391
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. PIa30a94f160db-3885
10/06/2025
Full time
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. PIa30a94f160db-3885
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. PI4dbbb-4506
10/06/2025
Full time
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. PI4dbbb-4506
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. PI4dbbb-4506
10/06/2025
Full time
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. PI4dbbb-4506
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. PI4dbbb-4506
10/06/2025
Full time
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. PI4dbbb-4506
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. PI4dbbb-4506
10/06/2025
Full time
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. PI4dbbb-4506
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. PI4dbbb-4506
10/06/2025
Full time
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. PI4dbbb-4506