The Croghan Colonial Bank

Virtual Universal Banker I - Fremont, OH (full-time, on-site):

Job Summary –

Responsible to build, maintain, and strengthen consumer and business relationships one customer at a time. Expected to provide exceptional customer service and recommend appropriate customer solutions with knowledge of CCB products and services in a virtual space (over phone, instant messaging chat feature ,etc.)

Essential Job Duties –

  • Proficient in Helping Good People Make Good Decisions, virtually.

    • Actively discovers needs and proactively recommends appropriate products and service

    • Meets or exceeds sales goals set forth

    • Tracks and reports completed sales and referrals

    • Works with one customer at a time and transitions service requests into fulfilling financial needs

    • Utilizes financial biographies to enhance customer relationships and facilitate future financial needs

  • Maintains knowledge of CCB products and services while seeking opportunities to develop customer relationships. Actively identifies sales opportunities for CCB partners.

    • Maintains thorough knowledge of consumer and business products and services

    • Is fluent in all digital products

    • Recommends and identifies revisions on all deposit products and services

    • Processes IRA accounts including transfers and rollovers

    • Understands the competition

    • Actively seeks opportunities to refer customers to appropriate CCB partners

  • Demonstrates peer leadership and provides guidance and training.

    • Works closely with manager on the momentum of sales initiatives

    • Ability to lead and positively motivate team of peers

  • Complies with and maintains working knowledge of applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

  • Completes assigned compliance training essential to job function.

  • Punctual and regular attendance is required.

Requirements –

  • A high school diploma
  • 1-3 years of prior banking experience
  • Must possess excellent judgement and decision making skills
  • Strong communication skills
  • Ability to present a professional image
  • Ability to exercise sound judgement in resolving customer and employee issues
  • Maintains a high level of confidentiality
  • Position requires time management and ability to multi-task
  • Stay current with bank technology

Equal Opportunity and Affirmative Action Employer, M/F/Disabled/Vet

%FOOTER_POWERED_BY%breezy