Virtual Universal Banker

The Croghan Colonial Bank•Fremont, OH
•Onsite

About The Position

Croghan Colonial Bank is hiring a Virtual Universal Banker I in Fremont, Ohio. The role builds, maintains, and strengthens consumer and business relationships by providing personalized service and recommending appropriate banking solutions through virtual channels, including phone and instant messaging. The banker helps customers make informed financial decisions, supports sales initiatives, and connects customers with appropriate bank partners. The position is full-time and on-site. Core hours are Monday through Friday, between 7:45 a.m. and 6:00 p.m., with Saturday work according to rotation. Opening and closing shifts rotate; employees working Saturday receive a full day off during the week. Hours may vary depending on workload. Starting pay is $17.00–$21.00 per hour.

Requirements

  • High school diploma.
  • 1–3 years of prior banking experience.
  • Excellent judgment and decision-making skills.
  • Strong communication skills.
  • Ability to present a professional image.
  • Ability to exercise sound judgment in resolving customer and employee issues.
  • Ability to maintain a high level of confidentiality.
  • Time-management and multitasking skills.
  • Ability to stay current with bank technology.

Responsibilities

  • Build, maintain, and strengthen consumer and business relationships.
  • Provide exceptional virtual customer service and recommend appropriate products and services.
  • Discover customer needs and proactively recommend solutions; meet or exceed sales goals.
  • Track and report completed sales and referrals.
  • Serve one customer at a time and turn service requests into opportunities to meet financial needs.
  • Use financial biographies to strengthen customer relationships and identify future needs.
  • Maintain knowledge of consumer and business products and services, including digital products.
  • Identify sales opportunities for bank partners and refer customers to appropriate partners.
  • Recommend and identify revisions to deposit products and services.
  • Process IRA accounts, including transfers and rollovers.
  • Understand the competition.
  • Demonstrate peer leadership, provide guidance and training, and positively motivate peers.
  • Work with the manager on sales initiatives.
  • Comply with applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control requirements.
  • Complete assigned compliance training and maintain punctual, regular attendance.

Benefits

  • Medical, dental, and vision insurance.
  • 401(k) with company match and additional annual contributions.
  • Bank-provided group life insurance.
  • Short-term and long-term disability programs.
  • Vacation, paid federal holidays, and additional PTO.
  • Incentive compensation program with annual opportunities for salary increases and bonuses.
  • Collaborative environment supportive of continual growth and development.
  • Community-based, hometown culture.
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