What are the responsibilities and job description for the Virtual Universal Banker position at The Croghan Colonial Bank?
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
