Universal Banker, full-time (Bellevue, OH) - 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.
Essential Job Duties
–
Proficient in Helping Good People Make Good Decisions.Actively discovers needs and proactively recommends appropriate products and servicesUtilizes 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 servicesIs fluent in all digital productsRecommends and identifies revisions on all deposit products and servicesProcesses IRA accounts including transfers and rolloversUnderstands the competitionActively 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 initiativesAbility 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. Requirements - 1-3 years of banking experienceHigh school diploma or equivalentMust possess excellent judgement and decision-making skillsStrong communication skillsAbility to present a professional imageAbility to exercise sound judgement in resolving customer and employee issuesMaintains a high level of confidentialityPosition requires time management and ability to multi-taskStay current with bank technology Equal Opportunity and Affirmative Action Employer, M/F/Disabled/Vet