Private Banking
Civista BankOhio, United States
Posted October 21, 2025
Full Time
About the Company
Civista Bank is a financial institution offering a range of banking services including deposit operations, commercial lending, and personal banking. The bank focuses on building customer relationships, providing loan solutions, and managing various deposit products to improve the financial lives of its clients.
Job Description
This Private Banking position involves managing and growing long-term relationships with high-net-worth individuals and affluent clients. Responsibilities include managing accounts, providing financial advice, and resolving client issues. The role requires a blend of trust and investment expertise, strong communication skills, and a commitment to client success.
Requirements
- Five years of retail banking experience preferred
- Bachelor’s Degree in Finance, Banking, Business Administration, or equivalent
- Series 7 registered representative and Series 63 brokerage licenses preferred
- Excellent relationship management and communication skills
- Strong sales experience
