Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank. Dedication to personal growth through daily learning. Adapting to current and new procedures and systems to grow the organization and the team. Ensuring Operational tasks are followed & completed daily. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: Customer service, sales, and cash handling experience preferred. 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. PI89e2128dc5-
12/10/2025
Full time
Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank. Dedication to personal growth through daily learning. Adapting to current and new procedures and systems to grow the organization and the team. Ensuring Operational tasks are followed & completed daily. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: Customer service, sales, and cash handling experience preferred. 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. PI89e2128dc5-
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. PI9950cd5-
12/10/2025
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. PI9950cd5-
Civista Bank Description: Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. 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. We are looking for mortgage professionals currently working in the field. Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines. Inform prospective clients of the bank's underwriting guidelines and applicable government regulations. Screen loan requests based on bank policies and on types of loans offered by the institution. Propose and review various loan options with prospective clients. Research new legislation and regulations that may affect the Bank's residential lending policies. Ensures compliance with new rules by advising senior management and implementing appropriate changes. Answer incoming phone calls and schedule appointments. Communicate complex approvals or denials to the borrower, real estate agent or builder. Distributes market data, rate flyers and general loan information to the real estate community as directed by bank management. Promotes and participates in the bank's special credit programs and other CRA programs. Actively participates in local business and community activities and maintains close contact with local builders, real estate brokers and agents, customers, and prospects. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Five + years Mortgage Lending experience in a financial institution or loan office setting. Bachelor's Degree in Business or Finance or three years equivalent work experience. Above average knowledge of banking industry practices, policies, regulations, and laws as it pertains to the mortgage lending area. Solid working knowledge of bank compliance requirements, as well as knowledge and adherence to Fair Lending laws and regulations. Solid computer literacy (Word, Excel) 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. Detail oriented with strong analytical skills. High level of confidentiality required. Solid oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. Job Requirements: This position requires the Senior Mortgage Lender to be customarily and regularly engaged away from Civista Bank in order to obtain sales. Work involves eye strain due to the frequent use of computer screens, reading of reports, completing documents, and so forth. 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 15 lbs. Work involves some travel to attend meetings, trainings, real estate office visits, 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. PIb36c36db30c3-1488
12/09/2025
Full time
Civista Bank Description: Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. 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. We are looking for mortgage professionals currently working in the field. Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines. Inform prospective clients of the bank's underwriting guidelines and applicable government regulations. Screen loan requests based on bank policies and on types of loans offered by the institution. Propose and review various loan options with prospective clients. Research new legislation and regulations that may affect the Bank's residential lending policies. Ensures compliance with new rules by advising senior management and implementing appropriate changes. Answer incoming phone calls and schedule appointments. Communicate complex approvals or denials to the borrower, real estate agent or builder. Distributes market data, rate flyers and general loan information to the real estate community as directed by bank management. Promotes and participates in the bank's special credit programs and other CRA programs. Actively participates in local business and community activities and maintains close contact with local builders, real estate brokers and agents, customers, and prospects. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Five + years Mortgage Lending experience in a financial institution or loan office setting. Bachelor's Degree in Business or Finance or three years equivalent work experience. Above average knowledge of banking industry practices, policies, regulations, and laws as it pertains to the mortgage lending area. Solid working knowledge of bank compliance requirements, as well as knowledge and adherence to Fair Lending laws and regulations. Solid computer literacy (Word, Excel) 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. Detail oriented with strong analytical skills. High level of confidentiality required. Solid oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. Job Requirements: This position requires the Senior Mortgage Lender to be customarily and regularly engaged away from Civista Bank in order to obtain sales. Work involves eye strain due to the frequent use of computer screens, reading of reports, completing documents, and so forth. 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 15 lbs. Work involves some travel to attend meetings, trainings, real estate office visits, 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. PIb36c36db30c3-1488
Civista Bank Description: Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. 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. We are looking for mortgage professionals currently working in the field. Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines. Inform prospective clients of the bank's underwriting guidelines and applicable government regulations. Screen loan requests based on bank policies and on types of loans offered by the institution. Propose and review various loan options with prospective clients. Research new legislation and regulations that may affect the Bank's residential lending policies. Ensures compliance with new rules by advising senior management and implementing appropriate changes. Answer incoming phone calls and schedule appointments. Communicate complex approvals or denials to the borrower, real estate agent or builder. Distributes market data, rate flyers and general loan information to the real estate community as directed by bank management. Promotes and participates in the bank's special credit programs and other CRA programs. Actively participates in local business and community activities and maintains close contact with local builders, real estate brokers and agents, customers, and prospects. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Five + years Mortgage Lending experience in a financial institution or loan office setting. Bachelor's Degree in Business or Finance or three years equivalent work experience. Above average knowledge of banking industry practices, policies, regulations, and laws as it pertains to the mortgage lending area. Solid working knowledge of bank compliance requirements, as well as knowledge and adherence to Fair Lending laws and regulations. Solid computer literacy (Word, Excel) 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. Detail oriented with strong analytical skills. High level of confidentiality required. Solid oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. Job Requirements: This position requires the Senior Mortgage Lender to be customarily and regularly engaged away from Civista Bank in order to obtain sales. Work involves eye strain due to the frequent use of computer screens, reading of reports, completing documents, and so forth. 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 15 lbs. Work involves some travel to attend meetings, trainings, real estate office visits, 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. PIb555333ccaa5-1489
12/09/2025
Full time
Civista Bank Description: Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. 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. We are looking for mortgage professionals currently working in the field. Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines. Inform prospective clients of the bank's underwriting guidelines and applicable government regulations. Screen loan requests based on bank policies and on types of loans offered by the institution. Propose and review various loan options with prospective clients. Research new legislation and regulations that may affect the Bank's residential lending policies. Ensures compliance with new rules by advising senior management and implementing appropriate changes. Answer incoming phone calls and schedule appointments. Communicate complex approvals or denials to the borrower, real estate agent or builder. Distributes market data, rate flyers and general loan information to the real estate community as directed by bank management. Promotes and participates in the bank's special credit programs and other CRA programs. Actively participates in local business and community activities and maintains close contact with local builders, real estate brokers and agents, customers, and prospects. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Five + years Mortgage Lending experience in a financial institution or loan office setting. Bachelor's Degree in Business or Finance or three years equivalent work experience. Above average knowledge of banking industry practices, policies, regulations, and laws as it pertains to the mortgage lending area. Solid working knowledge of bank compliance requirements, as well as knowledge and adherence to Fair Lending laws and regulations. Solid computer literacy (Word, Excel) 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. Detail oriented with strong analytical skills. High level of confidentiality required. Solid oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. Job Requirements: This position requires the Senior Mortgage Lender to be customarily and regularly engaged away from Civista Bank in order to obtain sales. Work involves eye strain due to the frequent use of computer screens, reading of reports, completing documents, and so forth. 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 15 lbs. Work involves some travel to attend meetings, trainings, real estate office visits, 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. PIb555333ccaa5-1489
Civista Bank Description: Position Purpose: The EFT Support Specialist serves as a Subject Matter Expert (SME) for multiple functions within the EFT Services department. Core responsibility includes reading, interpreting, and responding to various types of legal orders served to the bank. The ability to ensure timely and accurate responses is critical to success. Other key responsibilities include supporting the EFT Services team processing various ACH returns, coverage for various wire transfer duties, and completing departmental help desk tickets. Instrumental in driving outcomes, attention to detail, good problem-solving skills, and accuracy working in a time sensitive environment are essential skills for candidates considering this role. Key Accountabilities, Responsibilities and Expectations: Court Orders Processing: Manage and ensure timely responses to garnishments, levies, and child support orders in compliance with regulatory requirements and internal policies. Review transaction history to confirm federally protected funds are not garnished. Scan and maintain electronic records of all court order documentation. Submit documents to EFT Services Manager for final review on orders requiring funds. Update the Bank's Core Processing Application to reflect bankruptcy notices. Subpoena Processing: Receive, review, and log subpoena orders in compliance with regulatory requirements and internal policies. Research and compile documentation required to fulfill subpoena requests. Review and redact personal identifying information not relevant to the request. Submit finalized documents to Records Custodian for review and approval. Maintain both electronic and paper records for subpoena orders. ACH/Wire Processing: Daily processing of incoming and outgoing domestic and international wires. Research and post incoming ACH return items, complete research and corrections related to customer ACH inquiries. Processes ACH deceased returns and reclamations. Daily reconciliation of various ACH internal and general ledger accounts Daily research and correcting transactional errors. All other duties assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Two years' experience in bank operations, or other related experience. 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 in a time sensitive environment. Exceptional organization, time management and follow-up skills. Attention to details and accuracy required. 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 cross train in 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. PI8b005fddc61f-1719
12/08/2025
Full time
Civista Bank Description: Position Purpose: The EFT Support Specialist serves as a Subject Matter Expert (SME) for multiple functions within the EFT Services department. Core responsibility includes reading, interpreting, and responding to various types of legal orders served to the bank. The ability to ensure timely and accurate responses is critical to success. Other key responsibilities include supporting the EFT Services team processing various ACH returns, coverage for various wire transfer duties, and completing departmental help desk tickets. Instrumental in driving outcomes, attention to detail, good problem-solving skills, and accuracy working in a time sensitive environment are essential skills for candidates considering this role. Key Accountabilities, Responsibilities and Expectations: Court Orders Processing: Manage and ensure timely responses to garnishments, levies, and child support orders in compliance with regulatory requirements and internal policies. Review transaction history to confirm federally protected funds are not garnished. Scan and maintain electronic records of all court order documentation. Submit documents to EFT Services Manager for final review on orders requiring funds. Update the Bank's Core Processing Application to reflect bankruptcy notices. Subpoena Processing: Receive, review, and log subpoena orders in compliance with regulatory requirements and internal policies. Research and compile documentation required to fulfill subpoena requests. Review and redact personal identifying information not relevant to the request. Submit finalized documents to Records Custodian for review and approval. Maintain both electronic and paper records for subpoena orders. ACH/Wire Processing: Daily processing of incoming and outgoing domestic and international wires. Research and post incoming ACH return items, complete research and corrections related to customer ACH inquiries. Processes ACH deceased returns and reclamations. Daily reconciliation of various ACH internal and general ledger accounts Daily research and correcting transactional errors. All other duties assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Two years' experience in bank operations, or other related experience. 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 in a time sensitive environment. Exceptional organization, time management and follow-up skills. Attention to details and accuracy required. 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 cross train in 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. PI8b005fddc61f-1719
Civista Bank Description: Position Purpose: An Assistant Branch Manager (ABM) is responsible for overseeing the branch's daily activities, including driving branch performance, sales growth and exceptional customer service. The ABM is both a player and a coach in achieving branch goals by assessing customer's needs, building relationships, and solving problems. The ABM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Working daily with the branch team to create an exceptional customer experience by building relationships, assessing needs, recommending products and referring customers to our partners in order to grow the bank. Support and coach branch employees to enhance performance and career development. Leading the team through the sales process, change management and embracing new ideas to focus on growing the branch and the organization. Open personal, business, and loan account including additional products and services. Develop an expansive knowledge of products and services to fulfill customer needs. Achieve monthly, quarterly and yearly customer satisfaction metrics both individually and as a team. Exhibit a working knowledge of all aspects of the consumer lending process in daily and weekly activities; building customer trust and managing relationships through the life of the loan. Daily oversight to ensure operational tasks are followed and completed, adhering to bank policies, procedures, and regulations. Open personal, business, and loan account including additional products and services. Meet the required annual branch deposit and consumer loan goals as established. Conduct interviewing and hiring process in conjunction with Branch Manager and Regional Manager. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Demonstrate the ability to lead, coach, motivate and develop staff. 2-3years' experience in retail or in branch banking environment. Drive an exceptional customer experience. Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service. Associate's or Bachelor's Degree preferred. High School diploma or equivalent required. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIeb8e2-0991
12/06/2025
Full time
Civista Bank Description: Position Purpose: An Assistant Branch Manager (ABM) is responsible for overseeing the branch's daily activities, including driving branch performance, sales growth and exceptional customer service. The ABM is both a player and a coach in achieving branch goals by assessing customer's needs, building relationships, and solving problems. The ABM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Working daily with the branch team to create an exceptional customer experience by building relationships, assessing needs, recommending products and referring customers to our partners in order to grow the bank. Support and coach branch employees to enhance performance and career development. Leading the team through the sales process, change management and embracing new ideas to focus on growing the branch and the organization. Open personal, business, and loan account including additional products and services. Develop an expansive knowledge of products and services to fulfill customer needs. Achieve monthly, quarterly and yearly customer satisfaction metrics both individually and as a team. Exhibit a working knowledge of all aspects of the consumer lending process in daily and weekly activities; building customer trust and managing relationships through the life of the loan. Daily oversight to ensure operational tasks are followed and completed, adhering to bank policies, procedures, and regulations. Open personal, business, and loan account including additional products and services. Meet the required annual branch deposit and consumer loan goals as established. Conduct interviewing and hiring process in conjunction with Branch Manager and Regional Manager. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Demonstrate the ability to lead, coach, motivate and develop staff. 2-3years' experience in retail or in branch banking environment. Drive an exceptional customer experience. Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service. Associate's or Bachelor's Degree preferred. High School diploma or equivalent required. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIeb8e2-0991
Civista Bank Description: Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. 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: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines. Inform prospective clients of the bank's underwriting guidelines and applicable government regulations. Screen loan requests based on bank policies and on types of loans offered by the institution. Propose and review various loan options with prospective clients. Research new legislation and regulations that may affect the Bank's residential lending policies. Ensures compliance with new rules by advising senior management and implementing appropriate changes. Answer incoming phone calls and schedule appointments. Communicate complex approvals or denials to the borrower, real estate agent or builder. Distributes market data, rate flyers and general loan information to the real estate community as directed by bank management. Promotes and participates in the bank's special credit programs and other CRA programs. Actively participates in local business and community activities and maintains close contact with local builders, real estate brokers and agents, customers, and prospects. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Five + years Mortgage Lending experience in a financial institution or loan office setting. Bachelor's Degree in Business or Finance or three years equivalent work experience. Above average knowledge of banking industry practices, policies, regulations, and laws as it pertains to the mortgage lending area. Solid working knowledge of bank compliance requirements, as well as knowledge and adherence to Fair Lending laws and regulations. Solid computer literacy (Word, Excel) 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. Detail oriented with strong analytical skills. High level of confidentiality required. Solid oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. Job Requirements: This position requires the Senior Mortgage Lender to be customarily and regularly engaged away from Civista Bank in order to obtain sales. Work involves eye strain due to the frequent use of computer screens, reading of reports, completing documents, and so forth. 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 15 lbs. Work involves some travel to attend meetings, trainings, real estate office visits, 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. PIcdc5866bcee3-6551
12/05/2025
Full time
Civista Bank Description: Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. 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: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines. Inform prospective clients of the bank's underwriting guidelines and applicable government regulations. Screen loan requests based on bank policies and on types of loans offered by the institution. Propose and review various loan options with prospective clients. Research new legislation and regulations that may affect the Bank's residential lending policies. Ensures compliance with new rules by advising senior management and implementing appropriate changes. Answer incoming phone calls and schedule appointments. Communicate complex approvals or denials to the borrower, real estate agent or builder. Distributes market data, rate flyers and general loan information to the real estate community as directed by bank management. Promotes and participates in the bank's special credit programs and other CRA programs. Actively participates in local business and community activities and maintains close contact with local builders, real estate brokers and agents, customers, and prospects. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Five + years Mortgage Lending experience in a financial institution or loan office setting. Bachelor's Degree in Business or Finance or three years equivalent work experience. Above average knowledge of banking industry practices, policies, regulations, and laws as it pertains to the mortgage lending area. Solid working knowledge of bank compliance requirements, as well as knowledge and adherence to Fair Lending laws and regulations. Solid computer literacy (Word, Excel) 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. Detail oriented with strong analytical skills. High level of confidentiality required. Solid oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. Job Requirements: This position requires the Senior Mortgage Lender to be customarily and regularly engaged away from Civista Bank in order to obtain sales. Work involves eye strain due to the frequent use of computer screens, reading of reports, completing documents, and so forth. 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 15 lbs. Work involves some travel to attend meetings, trainings, real estate office visits, 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. PIcdc5866bcee3-6551
Civista Bank Description: Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. 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: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines. Inform prospective clients of the bank's underwriting guidelines and applicable government regulations. Screen loan requests based on bank policies and on types of loans offered by the institution. Propose and review various loan options with prospective clients. Research new legislation and regulations that may affect the Bank's residential lending policies. Ensures compliance with new rules by advising senior management and implementing appropriate changes. Answer incoming phone calls and schedule appointments. Communicate complex approvals or denials to the borrower, real estate agent or builder. Distributes market data, rate flyers and general loan information to the real estate community as directed by bank management. Promotes and participates in the bank's special credit programs and other CRA programs. Actively participates in local business and community activities and maintains close contact with local builders, real estate brokers and agents, customers, and prospects. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Five + years Mortgage Lending experience in a financial institution or loan office setting. Bachelor's Degree in Business or Finance or three years equivalent work experience. Above average knowledge of banking industry practices, policies, regulations, and laws as it pertains to the mortgage lending area. Solid working knowledge of bank compliance requirements, as well as knowledge and adherence to Fair Lending laws and regulations. Solid computer literacy (Word, Excel) 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. Detail oriented with strong analytical skills. High level of confidentiality required. Solid oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. Job Requirements: This position requires the Senior Mortgage Lender to be customarily and regularly engaged away from Civista Bank in order to obtain sales. Work involves eye strain due to the frequent use of computer screens, reading of reports, completing documents, and so forth. 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 15 lbs. Work involves some travel to attend meetings, trainings, real estate office visits, and so forth. EEO - 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. PIbd6e7c410eec-4564
12/05/2025
Full time
Civista Bank Description: Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. 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: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines. Inform prospective clients of the bank's underwriting guidelines and applicable government regulations. Screen loan requests based on bank policies and on types of loans offered by the institution. Propose and review various loan options with prospective clients. Research new legislation and regulations that may affect the Bank's residential lending policies. Ensures compliance with new rules by advising senior management and implementing appropriate changes. Answer incoming phone calls and schedule appointments. Communicate complex approvals or denials to the borrower, real estate agent or builder. Distributes market data, rate flyers and general loan information to the real estate community as directed by bank management. Promotes and participates in the bank's special credit programs and other CRA programs. Actively participates in local business and community activities and maintains close contact with local builders, real estate brokers and agents, customers, and prospects. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Five + years Mortgage Lending experience in a financial institution or loan office setting. Bachelor's Degree in Business or Finance or three years equivalent work experience. Above average knowledge of banking industry practices, policies, regulations, and laws as it pertains to the mortgage lending area. Solid working knowledge of bank compliance requirements, as well as knowledge and adherence to Fair Lending laws and regulations. Solid computer literacy (Word, Excel) 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. Detail oriented with strong analytical skills. High level of confidentiality required. Solid oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. Job Requirements: This position requires the Senior Mortgage Lender to be customarily and regularly engaged away from Civista Bank in order to obtain sales. Work involves eye strain due to the frequent use of computer screens, reading of reports, completing documents, and so forth. 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 15 lbs. Work involves some travel to attend meetings, trainings, real estate office visits, and so forth. EEO - 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. PIbd6e7c410eec-4564
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. PI4a8f2f16d5-
12/04/2025
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. PI4a8f2f16d5-
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. PI79449a62fad2-9257
12/04/2025
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. PI79449a62fad2-9257
Civista Bank Description: Position Purpose: A Branch Manager (BM) operates as a business leader and is responsible for coaching and building your team. In this role, you will inspire, model and motivate service through staff coaching and training to achieve an exceptional customer experience. The BM fosters a motivated, diverse team environment; by setting employees up for success, promoting objectives for the branch and for each employee. The BM also maintains and develops relationships with new and existing customers and creates great partnerships within Civista and the community in which we serve. The BM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Create and execute on an annual strategic plan through analysis and critical thinking, while adjusting to market conditions and trends to achieve monthly sales and operational goals. Daily leadership in team and personal/professional development through scheduled coaching, training, and performance evaluations to achieve an exceptional customer experience and exceed branch goals and team engagement; will also recommend appropriate personnel actions (if no Assistant Branch Manager at the assigned location). Conduct interviewing and hiring of branch team in conjunction with the Assistant Branch Manager and the Regional Manager. Daily leadership in developing new and maintaining existing consumer and business relationships. Collaboration with partners to expand branch and market share while growing the Civista brand. Building the Civista brand by utilizing financial expertise; networking; developing & maintaining COIs; participating in community events, and leading in community involvement daily weekly and monthly. Managing operational tasks and oversight of branch facility daily, weekly, and monthly. Open personal, business, and loan accounts as well as cross-selling additional products and services. Maintain a high level of communication and follow-up with internal and external customers. Nurture relationship with internal business partners by making customer referrals to appropriate department for specific information and services. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: Demonstrate the ability to lead, coach, motivate and develop staff. 4 years' experience in retail or in branch banking environment. Drive an exceptional customer experience. Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service. Maintain strong partnerships with community & civic organizations. Associate's or Bachelor's Degree 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. PI6e1bef94a5-
12/03/2025
Full time
Civista Bank Description: Position Purpose: A Branch Manager (BM) operates as a business leader and is responsible for coaching and building your team. In this role, you will inspire, model and motivate service through staff coaching and training to achieve an exceptional customer experience. The BM fosters a motivated, diverse team environment; by setting employees up for success, promoting objectives for the branch and for each employee. The BM also maintains and develops relationships with new and existing customers and creates great partnerships within Civista and the community in which we serve. The BM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Create and execute on an annual strategic plan through analysis and critical thinking, while adjusting to market conditions and trends to achieve monthly sales and operational goals. Daily leadership in team and personal/professional development through scheduled coaching, training, and performance evaluations to achieve an exceptional customer experience and exceed branch goals and team engagement; will also recommend appropriate personnel actions (if no Assistant Branch Manager at the assigned location). Conduct interviewing and hiring of branch team in conjunction with the Assistant Branch Manager and the Regional Manager. Daily leadership in developing new and maintaining existing consumer and business relationships. Collaboration with partners to expand branch and market share while growing the Civista brand. Building the Civista brand by utilizing financial expertise; networking; developing & maintaining COIs; participating in community events, and leading in community involvement daily weekly and monthly. Managing operational tasks and oversight of branch facility daily, weekly, and monthly. Open personal, business, and loan accounts as well as cross-selling additional products and services. Maintain a high level of communication and follow-up with internal and external customers. Nurture relationship with internal business partners by making customer referrals to appropriate department for specific information and services. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: Demonstrate the ability to lead, coach, motivate and develop staff. 4 years' experience in retail or in branch banking environment. Drive an exceptional customer experience. Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service. Maintain strong partnerships with community & civic organizations. Associate's or Bachelor's Degree 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. PI6e1bef94a5-
Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank. Dedication to personal growth through daily learning. Adapting to current and new procedures and systems to grow the organization and the team. Ensuring Operational tasks are followed & completed daily. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: Customer service, sales, and cash handling experience preferred. 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. PI2fac407c5-
12/03/2025
Full time
Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank. Dedication to personal growth through daily learning. Adapting to current and new procedures and systems to grow the organization and the team. Ensuring Operational tasks are followed & completed daily. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: Customer service, sales, and cash handling experience preferred. 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. PI2fac407c5-
Civista Bank Description: Position Purpose: The Treasurer is responsible for managing Civista Bank's balance sheet strategy, liquidity, funding, and interest rate risk. This role is a senior member of the Finance team, overseeing treasury operations, investment portfolio management, and ensures compliance with regulatory requirements. The Treasurer plays a key role in strategic planning, profitability management, and supports the Asset-Liability Committee (ALCO). In addition, the Treasurer will lead initiatives to scale treasury capabilities, enhance technology platforms, and strengthen regulatory readiness. Key Accountabilities, Responsibilities, and Expectations: Asset-Liability Management (ALM): Lead ALCO and manage interest rate risk, liquidity risk, and capital adequacy. Develop strategies to optimize net interest margin and balance sheet positioning. Assist in engaging external partners and consultants for advanced modeling, stress testing, and best-practice recommendations. Liquidity & Funding: Oversee daily liquidity management, including FHLB advances, Fed Funds settlements, and wholesale funding. Maintain adequate liquidity buffers and manage wholesale funding sources. Expand funding diversification strategies to support growth and stress testing. Investment Portfolio Management: Manage securities portfolio for yield, duration, and credit quality. Implement advanced analytics and performance benchmarking as portfolio size increases. Ensure compliance with investment policy and regulatory guidelines. Collaborate with external advisors and consultants on portfolio strategies, market insights, and performance benchmarking. Funds Transfer Pricing (FTP): Implement and support FTP methodology and governance; ensure alignment with profitability and risk objectives. Deposit Pricing Oversight: Participate in pricing committees; approve exceptions within policy thresholds. Monitor exception trends and report to ALCO; develop pricing strategies for competitive markets. Regulatory Compliance: Ensure compliance with FDICIA, Basel III, and liquidity reporting requirements. Prepare for evolving regulatory expectations as the bank grows (e.g., stress testing, liquidity coverage ratios). Treasury Operations: Oversee daily FHLB and Fed Funds settlements and intraday liquidity monitoring. Coordinate updating of rates for indexes, deposit promotions, etc. Enhance operational processes through automation and digital tools to improve efficiency, scalability, and accuracy as the bank grows in size and complexity. Strategic Planning: Provide treasury insights for M&A, branch expansion, and capital planning initiatives. Conduct stress testing and scenario modeling for interest rate and liquidity risk. Support strategic initiatives for funding diversification and capital optimization. Leadership & Collaboration: Support and develop finance team members; build capacity for future growth. Collaborate with Risk, IT, and Business Units to support strategic goals. Engage external consultants and technology partners to ensure best practices and support strategic initiatives. Requirements: Qualifications, Knowledge and Skills: Qualifications: Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred. 7+ years of experience in bank finance, treasury or ALM roles, with leadership experience. Strong knowledge of regulatory requirements (FDICIA, Basel III) and risk management practices. Proficiency in ALM models, FTP frameworks, and treasury systems; experience implementing advanced treasury technologies and FTP methodologies is highly desirable. Excellent analytical, communication, and leadership skills. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports, and working with data. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves ability to read, hear and communicate professionally. Work involves sitting for long periods at a time. Work involves lifting and moving files of up to 15 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. PI0ab7b160adb9-8269
12/02/2025
Full time
Civista Bank Description: Position Purpose: The Treasurer is responsible for managing Civista Bank's balance sheet strategy, liquidity, funding, and interest rate risk. This role is a senior member of the Finance team, overseeing treasury operations, investment portfolio management, and ensures compliance with regulatory requirements. The Treasurer plays a key role in strategic planning, profitability management, and supports the Asset-Liability Committee (ALCO). In addition, the Treasurer will lead initiatives to scale treasury capabilities, enhance technology platforms, and strengthen regulatory readiness. Key Accountabilities, Responsibilities, and Expectations: Asset-Liability Management (ALM): Lead ALCO and manage interest rate risk, liquidity risk, and capital adequacy. Develop strategies to optimize net interest margin and balance sheet positioning. Assist in engaging external partners and consultants for advanced modeling, stress testing, and best-practice recommendations. Liquidity & Funding: Oversee daily liquidity management, including FHLB advances, Fed Funds settlements, and wholesale funding. Maintain adequate liquidity buffers and manage wholesale funding sources. Expand funding diversification strategies to support growth and stress testing. Investment Portfolio Management: Manage securities portfolio for yield, duration, and credit quality. Implement advanced analytics and performance benchmarking as portfolio size increases. Ensure compliance with investment policy and regulatory guidelines. Collaborate with external advisors and consultants on portfolio strategies, market insights, and performance benchmarking. Funds Transfer Pricing (FTP): Implement and support FTP methodology and governance; ensure alignment with profitability and risk objectives. Deposit Pricing Oversight: Participate in pricing committees; approve exceptions within policy thresholds. Monitor exception trends and report to ALCO; develop pricing strategies for competitive markets. Regulatory Compliance: Ensure compliance with FDICIA, Basel III, and liquidity reporting requirements. Prepare for evolving regulatory expectations as the bank grows (e.g., stress testing, liquidity coverage ratios). Treasury Operations: Oversee daily FHLB and Fed Funds settlements and intraday liquidity monitoring. Coordinate updating of rates for indexes, deposit promotions, etc. Enhance operational processes through automation and digital tools to improve efficiency, scalability, and accuracy as the bank grows in size and complexity. Strategic Planning: Provide treasury insights for M&A, branch expansion, and capital planning initiatives. Conduct stress testing and scenario modeling for interest rate and liquidity risk. Support strategic initiatives for funding diversification and capital optimization. Leadership & Collaboration: Support and develop finance team members; build capacity for future growth. Collaborate with Risk, IT, and Business Units to support strategic goals. Engage external consultants and technology partners to ensure best practices and support strategic initiatives. Requirements: Qualifications, Knowledge and Skills: Qualifications: Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred. 7+ years of experience in bank finance, treasury or ALM roles, with leadership experience. Strong knowledge of regulatory requirements (FDICIA, Basel III) and risk management practices. Proficiency in ALM models, FTP frameworks, and treasury systems; experience implementing advanced treasury technologies and FTP methodologies is highly desirable. Excellent analytical, communication, and leadership skills. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports, and working with data. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves ability to read, hear and communicate professionally. Work involves sitting for long periods at a time. Work involves lifting and moving files of up to 15 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. PI0ab7b160adb9-8269
Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank. Dedication to personal growth through daily learning. Adapting to current and new procedures and systems to grow the organization and the team. Ensuring Operational tasks are followed & completed daily. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: Customer service, sales, and cash handling experience preferred. 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. PI88d5b1eaf81f-2315
12/02/2025
Full time
Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank. Dedication to personal growth through daily learning. Adapting to current and new procedures and systems to grow the organization and the team. Ensuring Operational tasks are followed & completed daily. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: Customer service, sales, and cash handling experience preferred. 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. PI88d5b1eaf81f-2315
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. PIfb2ec5a5-
12/02/2025
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. PIfb2ec5a5-
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. 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. PI7f7eb89d5-
12/01/2025
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. 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. PI7f7eb89d5-
Civista Bank Description: POSITION PURPOSE: A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS 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: Ensure operational tasks are followed & completed daily by all Branch employees. Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. Execute customer requests with speed and accuracy. Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. 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: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate'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 objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIe15e7844fc2d-2676
12/01/2025
Full time
Civista Bank Description: POSITION PURPOSE: A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS 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: Ensure operational tasks are followed & completed daily by all Branch employees. Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. Execute customer requests with speed and accuracy. Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. 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: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate'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 objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIe15e7844fc2d-2676
Civista Bank Description: POSITION PURPOSE: A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS 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: Ensure operational tasks are followed & completed daily by all Branch employees. Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. Execute customer requests with speed and accuracy. Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. 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: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate'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 objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIef369f49a5-
12/01/2025
Full time
Civista Bank Description: POSITION PURPOSE: A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS 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: Ensure operational tasks are followed & completed daily by all Branch employees. Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. Execute customer requests with speed and accuracy. Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. 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: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate'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 objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIef369f49a5-
Civista Bank Description: Position Purpose: An Assistant Branch Manager (ABM) is responsible for overseeing the branch's daily activities, including driving branch performance, sales growth and exceptional customer service. The ABM is both a player and a coach in achieving branch goals by assessing customer's needs, building relationships, and solving problems. The ABM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Working daily with the branch team to create an exceptional customer experience by building relationships, assessing needs, recommending products and referring customers to our partners in order to grow the bank. Support and coach branch employees to enhance performance and career development. Leading the team through the sales process, change management and embracing new ideas to focus on growing the branch and the organization. Open personal, business, and loan account including additional products and services. Develop an expansive knowledge of products and services to fulfill customer needs. Achieve monthly, quarterly and yearly customer satisfaction metrics both individually and as a team. Exhibit a working knowledge of all aspects of the consumer lending process in daily and weekly activities; building customer trust and managing relationships through the life of the loan. Daily oversight to ensure operational tasks are followed and completed, adhering to bank policies, procedures, and regulations. Open personal, business, and loan account including additional products and services. Meet the required annual branch deposit and consumer loan goals as established. Conduct interviewing and hiring process in conjunction with Branch Manager and Regional Manager. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Demonstrate the ability to lead, coach, motivate and develop staff. 2-3years' experience in retail or in branch banking environment. Drive an exceptional customer experience. Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service. Associate's or Bachelor's Degree preferred. High School diploma or equivalent required. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI2223aeee6e07-7991
12/01/2025
Full time
Civista Bank Description: Position Purpose: An Assistant Branch Manager (ABM) is responsible for overseeing the branch's daily activities, including driving branch performance, sales growth and exceptional customer service. The ABM is both a player and a coach in achieving branch goals by assessing customer's needs, building relationships, and solving problems. The ABM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Working daily with the branch team to create an exceptional customer experience by building relationships, assessing needs, recommending products and referring customers to our partners in order to grow the bank. Support and coach branch employees to enhance performance and career development. Leading the team through the sales process, change management and embracing new ideas to focus on growing the branch and the organization. Open personal, business, and loan account including additional products and services. Develop an expansive knowledge of products and services to fulfill customer needs. Achieve monthly, quarterly and yearly customer satisfaction metrics both individually and as a team. Exhibit a working knowledge of all aspects of the consumer lending process in daily and weekly activities; building customer trust and managing relationships through the life of the loan. Daily oversight to ensure operational tasks are followed and completed, adhering to bank policies, procedures, and regulations. Open personal, business, and loan account including additional products and services. Meet the required annual branch deposit and consumer loan goals as established. Conduct interviewing and hiring process in conjunction with Branch Manager and Regional Manager. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Demonstrate the ability to lead, coach, motivate and develop staff. 2-3years' experience in retail or in branch banking environment. Drive an exceptional customer experience. Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service. Associate's or Bachelor's Degree preferred. High School diploma or equivalent required. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI2223aeee6e07-7991
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. PI5d29ee5-
12/01/2025
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. PI5d29ee5-