Financial Relationship Banker

The Croghan Colonial Bank • Bellevue, OH

2d • $22 - $30 • Onsite

About The Position

At Croghan Colonial Bank, we believe banking is about more than transactions, it's about helping good people make good decisions. As a Financial Relationship Banker, you'll become a trusted advisor to customers building meaningful relationships, delivering personalized financial solutions, and making a lasting difference in the communities we serve. Are you an experienced banker or financial professional passionate about helping people achieve their financial goals while growing meaningful customer relationships? We want to speak with you about our current and future plans to positively impact our communities and the opportunities that we provide you as a member of the Croghan Nation to make your role more than just a job.

The Financial Relationship Banker is responsible for building, maintaining, and strengthening consumer and business relationships one customer at a time. Expected to provide exceptional customer service, maintain and grow an assigned book of business, and recommend appropriate customer solutions through knowledge of CCB products and services. Processes transactions while proactively identifying opportunities to deepen customer relationships and support the financial success of customers and communities.

In addition to maintaining a successful book of business, the Senior Financial Relationship Banker is expected to operate at an advanced level of relationship management and business development. This position expands Croghan's presence within the communities we serve, builds strategic relationships, cultivates referral networks, and identifies opportunities to bring new business and relationships to the bank.

The Senior Financial Relationship Banker role is intended for experienced bankers who have demonstrated a high level of expertise, relationship-building success, leadership influence, and business development capability. Senior Financial Relationship Bankers represent the highest level of relationship-focused banking within our offices. They serve as role models, mentors, subject matter experts, and leaders who influence office performance, employee development, client experience, and business growth. Examples of these advanced responsibilities include:
- Developing and executing strategies to grow and retain high-value client relationships.
- Managing an established and profitable portfolio of client relationships.
- Networking within the community to develop new business opportunities and referral sources.
- Serving as a subject matter expert in complex products, services, and lending solutions.
- Achieving advanced portfolio growth, lending production, deposit growth, household acquisition, and relationship expansion goals.
- Acting as a leader within the office by influencing performance, service standards, and client experience outcomes.

Experience Matters - Experience is an important consideration within this career path. Placement into these roles will consider demonstrated competencies, relationship management success, banking knowledge, leadership capabilities, business development experience, portfolio management skills, and years of relevant industry experience.

Requirements

• 5+ years of previous experience in client-facing financial roles
• Demonstrates sound judgment, critical thinking, and decision-making skills.
• Strong communication, relationship-building, and interpersonal skills.
• Ability to identify customer needs and recommend appropriate financial solutions.
• Ability to build, manage, retain, and grow an assigned book of business through proactive customer relationship management.
• Demonstrates sales aptitude and the ability to uncover opportunities through consultative conversations.
• Strong organizational skills with the ability to prioritize responsibilities and manage multiple tasks effectively.
• Maintains a high level of professionalism, confidentiality, accountability, and adaptability in a technology-driven environment.
• Proficient with digital banking technologies and customer education related to electronic banking solutions.
• Ability to work independently while contributing positively to team and office goals.
• Commitment to delivering exceptional customer experiences and supporting the Bank's mission of helping good people make good decisions.
• Ability to travel to and assist at other Banking Centers as needed, particularly the Monroeville Banking Center
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

Responsibilities

• Proactively identifies customers who may benefit from additional financial solutions, including introductions to business partners.
• Builds strong relationships unique to each consumer or business client and effectively transitions service conversations into meaningful financial opportunities.
• Maintains, retains, and grows an assigned book of business through proactive relationship management, customer outreach, financial needs reviews, referrals, and thoughtful follow-up.
• Meets or exceeds established goals and demonstrates consistent success in achieving relationship, retention, portfolio growth, and customer engagement expectations.
• Collaborates with the manager and teammates to support relationship growth, sales performance, and customer experience initiatives.
• Contributes to the achievement of office goals through teamwork, accountability, and a customer-first mindset.
• Shares knowledge, best practices, and resources to support team effectiveness and professional development.
• Fosters a positive, professional, and collaborative work environment that supports employee engagement and operational excellence.
• Demonstrates flexibility and willingness to assist teammates and support office needs to ensure a seamless customer experience.
• Serves as a subject matter resource for CCB products, services, digital solutions, and relationship-building practices.
• Demonstrates proficiency with all digital banking products and confidently educates customers and peers on available technology solutions.
• Opens, closes, and services all deposit products, including IRAs, while providing sound financial guidance and ensuring operational accuracy.
• Understands the competitive landscape and clearly communicates CCB's value proposition and relationship-based approach.
• Proactively identifies opportunities and makes quality referrals to CCB business partners to meet customers' evolving financial needs.
• Exercises sound judgment and critical thinking to accurately process, research, and resolve complex customer and operational transactions.
• Ensures orderly office operations and takes initiative to address operational needs while escalating concerns as appropriate.
• Assists with the preparation, review, and completion of branch and system-generated reports, ensuring accuracy, quality control, and required sign-off.
• Maintains compliance with all bank policies, procedures, regulations, and security standards.
• Demonstrates strong knowledge of consumer lending products and advises customers on appropriate borrowing solutions while identifying opportunities to support broader financial goals.
• Accurately completes the loan origination process within Abrigo while providing proactive communication, timely follow-up, and an exceptional customer experience through successful loan closing.
• Develops and maintains lending relationships through ongoing customer outreach, follow-up, and financial conversations.

Benefits

• 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 to continual growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed