The Croghan Colonial Bank
Overview
Universal Banker, full-time (Oregon, OH)
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.
Responsibilities
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
Equal Opportunity and Affirmative Action Employer, M/F/Disabled/Vet
#J-18808-Ljbffr
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.
Responsibilities
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
Equal Opportunity and Affirmative Action Employer, M/F/Disabled/Vet
#J-18808-Ljbffr