Virtual Universal Banker bei The Croghan Colonial Bank

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

Who We Are -

Community Relationships are our priority, and our team here at Croghan Colonial Bank strives to help our communities have the most successful banking relationship possible. Founded in 1888, we proudly serve Sandusky, Erie, Huron, Lucas, Ottawa, and Seneca Counties. Croghan is a recognized leader in community banking throughout the region and focuses on helping all community members achieve their financial goals. We partner with our community to understand financial goals and recommend products and services that help achieve them. We support our communities by providing financial education, sponsorships, and volunteering in our local markets. Partner with Croghan, where we're Helping Good People Make Good Decisions!

Join Croghan Nation! Work for us, and you will be working with us - an empowered group of individuals dedicated to the financial well-being of their customers.

About The Job -

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

What We Offer -

• 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

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