Civista Bank

Are you ready to make a significant impact in the world of finance? Join us in a pivotal role where your expertise will help us forge new connections and expand our existing client base. As an integral member of our team, you will play a crucial part in driving business growth by establishing and nurturing relationships with vendors and customers alike.

What You’ll Do:

• Proactively create and enhance client relationships through strategic outreach, engaging presentations, and participation in industry events.
• Showcase your sales prowess by offering a diverse range of equipment lease financing products and solutions to meet customer needs.
• Oversee a portfolio of clients, consistently meeting or exceeding defined sales targets.
• Design and implement effective marketing campaigns to attract and retain clients.
• Gather and analyze customer financial information, ensuring accurate and thorough documentation throughout the leasing process.
• Address any leasing-related inquiries and concerns with professionalism and expertise.
• Take on additional responsibilities and projects as they arise, contributing to our overall success.

What You Bring:

• A Bachelor’s degree in a finance-related field or equivalent hands-on experience.
• Proven success in establishing and nurturing customer relationships.
• Proficient in Microsoft Office Suite, with experience in Customer Relationship Management (CRM) systems preferred.
• Strong knowledge of financial statements and foundational credit underwriting principles.
• Excellent verbal and written communication skills; capable of understanding and addressing complex situations with care.
• Ability to juggle multiple projects and priorities while adhering to varying deadlines.

Physical Requirements:

• This role involves extended periods of computer usage, which may cause eye strain and requires concentration amidst potential distractions.
• You should be comfortable lifting files weighing up to 15 lbs.
• Effective communication skills are essential—verbal and written—in person and by telephone.
• Occasional travel may be necessary for meetings, training sessions, and more.

Why Join Us?

At Civista Bank, we value diversity and are committed to creating an inclusive environment for all employees. We are proud to be an Equal Opportunity Employer, welcoming applicants regardless of race, gender, disability, or veteran status.

Note: This job description outlines core responsibilities and expectations but is not exhaustive. Management reserves the right to adjust duties and responsibilities as needed to support our evolving business needs.