On-Site Banking & Relationship Advisor

The Croghan Colonial Bank; Oregon; On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Life Insurance

Disability Insurance

Paid Time Off

Holidays

Community Culture

Growth Opportunities

Job summary

Croghan Colonial Bank is seeking a Universal Banker for an on-site role in Oregon, OH. You will build lasting customer relationships, advise on banking products, and support daily banking operations.

Responsibilities include helping customers, promoting bank services, handling deposits/IRAs, and collaborating to meet sales targets while maintaining confidentiality and professional conduct.

Qualifications

• 1-3 years of banking experience.
• High school diploma or equivalent.
• Excellent judgement and strong confidentiality.

Responsibilities

• Assist customers and identify financial needs.
• Promote CCB products and services.
• Manage deposits, IRA accounts, transfers.
• Build and maintain customer relationships and cross-sell.
• Support sales goals and referrals.

Skills

Banking experience

Customer service

Sales

Strong communication

Education

High school diploma

Tools

Financial software

Job description

Croghan Colonial Bank is seeking a Universal Banker for an on-site role in Oregon, OH. You will build lasting customer relationships, advise on banking products, and support daily banking operations.

Responsibilities include helping customers, promoting bank services, handling deposits/IRAs, and collaborating to meet sales targets while maintaining confidentiality and professional conduct.