Feb 06, 2025
Civista Bank Description: Position Purpose: To analyze the customer's investment needs, proactively identifying and selling a broad array of Investment and Insurance products, achieving sales and referral goals while developing a positive customer experience. 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: Maintain current and build new client relationships and ensure account opening and transitions are in compliance with CWM standards to improve the financial lives of those we serve. Help in the understanding of financial goals, creating a plan that achieves those goals, mapping out an investment strategy for success. Matching knowledge of the client with our investment expertise, building trust. Client centered solutions drive results and revenue for Civista. Solicit business by contacting prospects,...
Civista Bank
Napoleon, OH, USA