Universal Banker

Croghan Colonial Bank

. Build, maintain, and strengthen consumer and business relationships one customer at a time .

Posted 10/28/2026full-timeFremont • Ohio • United StatesJunior💰 $18 - $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building and maintaining customer relationships while providing exceptional service and recommending appropriate financial solutions. Possesses strong knowledge of banking products, compliance regulations, and effective sales strategies.

Highest-signal resume keywords

Customer Relationship ManagementSales Goal AchievementBanking Compliance KnowledgeFinancial Product KnowledgeTeam Leadership

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Banking ExperienceSales TrackingIRA Account ProcessingDigital Product UtilizationFinancial Needs Assessment

Soft Skills

Excellent JudgementStrong CommunicationTime ManagementProfessional ImageConfidentiality Maintenance

Tools & Technologies

CCB Products and ServicesBank Technology

Industry Keywords

Bank Secrecy ActPatriot ActOffice of Foreign Assets ControlCompliance Training

About the role

Key responsibilities & impact

Build, maintain, and strengthen consumer and business relationships one customer at a time
Provide exceptional customer service and recommend appropriate customer solutions with knowledge of CCB products and services in a virtual space
Actively discover needs and proactively recommend appropriate products and services
Meet or exceed sales goals
Track and report completed sales and referrals
Transition service requests into fulfilling financial needs
Utilize financial biographies to enhance customer relationships and facilitate future financial needs
Maintain knowledge of CCB products and services while seeking opportunities to develop customer relationships
Identify sales opportunities for CCB partners
Maintain thorough knowledge of consumer and business products and services
Use all digital products
Recommend and identify revisions on all deposit products and services
Process IRA accounts including transfers and rollovers
Understand the competition
Refer customers to appropriate CCB partners
Demonstrate peer leadership and provide guidance and training
Work closely with manager on sales initiatives
Lead and positively motivate a team of peers
Work during core hours Monday-Friday 7:45 a.m.-6:00 p.m., with Saturday shifts by rotation and a full day off during the week when working Saturday

Requirements

What you’ll need

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
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

Benefits

Comp & perks

Fair, competitive salaries evaluated against benchmarked data on a normal basis
Incentive Compensation program providing annual opportunities for salary increase and bonus
Comprehensive benefits package including Medical, Dental, and Vision insurance
401(k) with a 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
A community-based, hometown culture
A collaborative environment supportive of continual growth and development