Universal Banker

3 days ago

Bellevue, United States The Croghan Colonial Bank Full time
Universal Banker, full-time (Bellevue, OH) -

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.

Essential Job Duties-
  • Proficient in Helping Good People Make Good Decisions.
    • Actively discovers needs and proactively recommends appropriate products and services
    • Utilizes financial biographies to enhance customer relationships and facilitate future financial needs
    • Works with one customer at a time and transitions service requests into fulfilling financial needs
    • Tracks and reports completed sales and referrals
    • Meets or exceeds sales goals set forth
  • 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.
Requirements -
  • 1-3 years of banking experience
  • High school diploma or equivalent
  • 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

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