Virtual Universal Banker

The Croghan Colonial Bank • Fremont, OH

18h • Onsite

About The Position

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.) Core Hours – Monday - Friday 7:45 a.m. – 6:00 p.m. Saturday per rotation Opening and closing hours on rotation Full day off during the week when working Saturday Hours may vary depending on workload

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

Responsibilities

• 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.

Benefits

• Fair, competitive salaries evaluated against benchmarked data on a normal basis
• Comprehensive benefits package including Medical, Dental, and Vision insurance
• 401(k) with a company match, safe harbor and profit-sharing
• Bank provided Group Life Insurance, Short-Term and Long-Term Disability Programs
• Vacation, paid federal holidays, and additional PTO
• A community-based, hometown culture
• A collaborative environment supportive to continual growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED