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