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Civista Bank · 2 months ago

Branch Operations Specialist

Sandusky, OH

Full-time

Onsite

Entry, Mid Level

2+ years exp

Civista Bank is dedicated to improving the financial lives of employees and shareholders while making a difference in the communities served. The Branch Operations Specialist is responsible for ensuring adherence to branch operations guidelines and creating exceptional customer experiences through knowledge of products and services.

BankingFinanceFinancial Services

Responsibilities

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