Universal Banker

About the role

Build, maintain, and strengthen consumer and business relationships one customer at a time. Provide exceptional customer service and recommend appropriate solutions with knowledge of CCB products and services.

Schedule

Monday – Friday 8:15 a.m. – 5:00 p.m.
Saturday 8:45 a.m. – 12:00 p.m. (per rotation)
Position may share time with Curtice, OH Banking Center.

Responsibilities

• Actively discover needs and proactively recommend appropriate products and services.
• Utilize financial biographies to enhance customer relationships and facilitate future financial needs.
• Work with one customer at a time, transitioning service requests into fulfilling financial needs.
• Track and report completed sales and referrals; meet or exceed sales goals.
• Maintain knowledge of CCB products and services while seeking opportunities to develop customer relationships.
• Identify sales opportunities for CCB partners.
• Maintain thorough knowledge of consumer and business products and services; be fluent in all digital products.
• Recommend and identify revisions on all deposit products and services.
• Process IRA accounts including transfers and rollovers.
• Understand the competition and actively seek opportunities to refer customers to appropriate CCB partners.
• Demonstrate peer leadership, provide guidance and training, and work closely with manager on sales initiatives.
• Lead and positively motivate a team of peers.
• Comply with and maintain working knowledge of applicable laws and regulations, including Bank Secrecy Act, Patriot Act, and Office of Foreign Assets Control.
• Travel to and assist at other banking centers as needed.

Requirements

• 1–3 years of banking experience.
• High school diploma or equivalent.
• 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.
• Maintain a high level of confidentiality.
• Strong time management and ability to multi-task.
• Stay current with bank technology.

Benefits

• Fair, competitive salaries evaluated against benchmarked data on a regular 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.

About Us

Community relationships are our priority. Founded in 1888, Croghan Colonial Bank proudly serves Sandusky, Erie, Huron, Lucas, Ottawa, and Seneca Counties. We are a recognized leader in community banking, focusing 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 through financial education, sponsorships, and volunteering in our local markets.