Virtual Universal Banker

1 day ago

Fremont, United States The Croghan Colonial Bank Full time
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

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