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 …
Financial Analyst, Operations The Opportunity The Financial Analyst, Operations is a key business partner to the operations team located in Sharonville Ohio supporting flavors sites in Montreal, Bremen, Sharonville, Vale…
Description Summary The Estimator/Project Developer is responsible for the development and estimating of the project. They own the pre-construction process up until hand off to the field. They ensure quality projects are…
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their…
Skills: Financial Counseling, Spending Plan Development, Public Speaking, Virtual Counseling, Case Management
Overview When our square shaped burgers made their first sizzle on the scene more than 50 years ago, people knew our approach wasn’t like any other. Same goes for the way we support our employees. Our culture of openness…
Branch Spec 3 Job Summary Greets members by phone and in person and determines the nature of service required. Either provides requested services or directs them to the appropriate area. In locations providing DMV licens…
Roetzel & Andress LPA, a multi-state law firm with an administrative center in Fairlawn, Ohio, has an immediate opening for a full-time Client Services Assistant to support the Accounting Department. This position is in-…
Skills: Client Communication, Invoicing, Accounts Receivable, Elite-3E, Microsoft Excel
CDM Analyst II, Charge Master, Baptist Metro Square
Akron, Ohio, United States · Remote OK
Mid level
About Baptist Health Recognized as a top place to work in health care, Baptist Health cares for more patients in Northeast Florida than any other provider, ranking as “most preferred” for more than 30 years. We’re Jackso…
Welcome! The General Manager directs and coordinates the total activities of the service center and provides Leadership to all personnel and processes of the center. Location Address: 11935 Tramway Dr Ste C, Sharonvi…
The Delaney Agency is looking for individuals interested in working remotely as Life Insurance Sales Representatives. This is a work-from-home opportunity for coachable, disciplined individuals who are comfortable with a…
Skills: Life Insurance Sales, Communication, Lead Management, Financial Planning, Client Servicing
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Banking, Client Loyalty, Customer Experience, Customer Service
Investment Analyst - Real Estate Investments CML Asset Management
Columbus, Ohio, United States · Hybrid
$71k–$119k/yr
Entry level
As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes…
Skills: Real Estate Fundamentals, Loan Document Interpretation, Financial Statement Analysis, Microsoft Excel, Microsoft PowerPoint
Job Summary: The Managing Actuary provides leadership and direction to ensure team goals and strategies are successfully achieved. Essential Functions: Responsible for pricing, forecasting, reserving or other actuarial p…
Location: 601 N Countyline - Fostoria, Ohio 44830 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversat…
Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" cu…
Skills: Workday Financials, ERP Configuration, Business Process Improvement, Financial Reporting, Requirements Gathering
Thank you for considering a career at Ensemble! Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer …
Skills: Customer Service, Patient Admitting, Insurance Verification, Medical Necessity Screening, Medical Record Number Assignment
Thank you for considering a career at Ensemble! Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer …
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a variety of routine op…
Thank you for considering a career at Ensemble! Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer …
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a variety of routine op…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
high school
Posted 29d ago
~40 hrs/week
Responsibilities
The Personal Banker I is responsible for building customer relationships and using a consultative sales process to provide financial solutions. They also provide operational support to the retail banking team and ensure compliance with bank policies and regulations.
Requirements
Candidates must have 2-3 years of previous teller experience and a high school diploma or equivalent. Strong communication skills and a high level of comfort with banking technology are required.
Full job description
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.
Our Story
Since 1884 Civista Bank has provided financial solutions to generations of businesses, families and individuals. We're committed to developing life-long relationships built on trust, expertise, and exceptional service.
As a $4.4 billion organization, our financial resources and commitment to be the community's trusted financial advisor enable us to serve the personal and business banking, mortgage, and wealth management needs of our community members.
We proudly support a variety of economic, educational, cultural, and health and human service initiatives within the communities we serve. Through both monetary support and promoting employee volunteerism, Civista Bank is dedicated to making a difference.
While we've grown into new communities and changed our brand name along the way, we're proud to be the same bank with the same commitment to relationship banking focused on you. Today, the bank operates 44 locations in Northern, Northwestern, Central and Southwestern Ohio and Southeastern Indiana.
Company Information:
Civista Bank is the banking subsidiary of Civista Bancshares, Inc., a financial holding company with assets of approximately $4.4 billion headquartered in Sandusky, Ohio. As a full-service financial institution, Civista serves the needs of consumer, business, mortgage, and wealth management customers. Branches are located throughout Northern, Northwestern, Central and Southwestern Ohio and Southeastern Indiana.
Member FDIC
An Equal Housing Lender | NMLS #412766
Wealth Management investment services are not FDIC insured, not bank guaranteed and may lose value.
Offices: 100 E. Water Street, Sandusky, Ohio 44870, US
Personal BankingBusiness BankingWealth ManagmentInvestmentsMortgage BankingAgricultural Lendingand Private BankingFinanceBankingFinancial Services
How much do Finance & Accounting jobs in Ohio pay?
Based on 1724 listings with disclosed salaries, most finance & accounting jobs in Ohio pay between $60k–$173k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Ohio right now?
There are currently 5,314 open finance & accounting positions in Ohio listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Ohio?
Companies currently hiring include JPMorganChase, PNC, Fifth Third Bank, KeyBank, Huntington National Bank, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Ohio?
Yes — 1777 of the 5314 open finance & accounting positions offer remote or hybrid work (585 remote, 1192 hybrid).
How do I apply for Finance & Accounting jobs in Ohio?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.