Universal Banker

Croghan Colonial Bank; Oregon (OH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with company match

Group Life Insurance

Short-Term and Long-Term Disability

Paid vacation/holidays/PTO

Collaborative growth environment

Job summary

Croghan Colonial Bank is seeking a Customer Relationship Specialist to build and maintain strong consumer and business relationships. You will provide exceptional service, learn CCB products, and proactively recommend suitable financial solutions to meet customer needs.

This role emphasizes one-customer-at-a-time service, rapport-building, and referrals for growth. You will help identify opportunities for deposit and product enhancements while staying compliant with banking regulations.

Qualifications

• Excellent communication skills and professional demeanor.
• Sound judgement and decision-making abilities for customer and employee issues.
• Confidential handling of sensitive information and data security.
• Strong time management and multi-tasking to balance priorities.
• Stays current with bank technology and digital products.

Responsibilities

• Build and strengthen consumer and business relationships one customer at a time.
• Provide exceptional customer service and recommend appropriate financial solutions.
• Document and report sales activity and referrals; meet or exceed sales goals.
• Maintain knowledge of CCB products and services and identify opportunities for cross-sell.
• Travel to other banking centers as needed to assist customers.

Skills

Communication

Judgement

Professional image

Confidentiality

Time management

Multi-tasking

Bank technology

Education

High school diploma

Job description

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.

Hours

Monday - Friday 8:15 a.m. - 5:00 p.m.

Hours Note

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

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.
• Ability to travel to and assist at other banking centers as needed

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

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

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.

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