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Universal Banker

The Croghan Colonial Bank

Universal Banker

Port Clinton, OH
Full Time
Paid
  • Responsibilities

    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.  Processes teller transactions as needed.

    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
      • Opens, closes, and revises 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
    • Accepts and accurately processes all financial transactions and assists with branch operations.
      • Performs supervisor function on Integrated Teller
      • Maintains strong knowledge of daily branch, vault, and ATM operations
      • Maintains and assists with balancing among the cash drawers and the general ledger
      • Assists with completion of branch reports
      • Assists with opening and closing the branch
      • Ensures orderly operations
    • 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 – 

    • High school diploma or equivalent
    • 1-3 years of banking/financial expereince
    • 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