Civista Bank

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...

Civista Bank Description: POSITION PURPOSE: A Branch Manager (BM) operates as a business leader and is responsible for coaching and building your teams (Greenwich and Plymouth offices). In this role, you will inspire, model and motivate service through staff coaching and training to achieve an exceptional customer experience. The BM fosters a motivated, diverse team environment; by setting employees up for success, promoting objectives for the branch and for each employee. The BM also maintains and develops relationships with new and existing customers and creates great partnerships within Civista and the community in which we serve. The BM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. KEY ACCOUNTABILITIES, RESPONSIBILITIES AND EXPECTATIONS: Create and execute on an annual strategic plan through analysis and critical thinking, while adjusting to market...

Civista Bank Description: Position Purpose: Under supervision, the Credit Analyst will conduct credit investigations, prepares and interprets financial statements for detailed spreading, and analyzes routine credit information pertaining to Commercial Loan Requests and Loan Reviews Prepares reports and information for management and Loan Committees; furnishes information in relation to credit inquiries; provides assistance to commercial loan officers as request. Requirements: Description of Duties, Responsibilities and Expectations: Investigating all available sources of credit and financial information, including reporting services, credit bureaus, other companies, bank references, and in-house credit information. Spreading and analyzing financial statements and related material using the appropriate software programs. Under supervision, preparing summaries, presenting facts, and offering opinions concerning credit worthiness. Summarize...

Civista Bank Description: Position Purpose: The IT Customer Service Technician will perform troubleshooting, maintenance, and repair of hardware and software for the Bank including patch management, help desk support, and equipment installations. 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: Respond timely and professionally to help desk work requests submitted via phone or 1Source system. Daily installation, maintenance, and troubleshooting of Bank hardware and software. Provide IT support to all lines of business to meet service level expectations. Ongoing support for major bank initiatives, meeting or exceeding deadline expectations. Weekly, monthly, quarterly, and annual support to all physical Bank office locations. Plan and schedule localized IT support according to established department field...

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...

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...

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...

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...

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...

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....

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...

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...

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...

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...

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...

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...

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...

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...

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...

Civista Bank Description: Position Purpose: The Quality Control (QC) Analyst is responsible for ensuring the accuracy, compliance, and operational effectiveness of all functions across Mortgage Operations, Consumer Lending, Loan Servicing, and Commercial Loan Operations. This role not only performs and validates QC reviews but also drives continuous improvement by identifying operational gaps, recommending corrective actions, and uncovering opportunities to integrate automation and emerging technologies. Serving as a key partner to business line leaders, Compliance, and Risk, this position helps strengthen internal controls, enhance process efficiency, and support a consistent, high quality customer and operational experience across all Loan Operations functions. Description of Duties, Responsibilities and Expectations: Conduct comprehensive QC reviews across Mortgage Operations, Consumer Lending, Loan Servicing, and Commercial Loan Operations—including manual...