Financial Relationship Banker

The Croghan Colonial Bank•Port Clinton, OH

1d•Onsite

About The Position

Croghan Colonial Bank is hiring a Financial Relationship Banker or Senior Financial Relationship Banker in Port Clinton, Ohio. The role builds, maintains, and strengthens consumer and business relationships by delivering customer service, managing an assigned book of business, recommending appropriate banking solutions, and processing transactions. The banker proactively identifies opportunities to deepen customer relationships and support customers’ financial success. The Senior Financial Relationship Banker performs advanced relationship management and business development, expands the bank’s presence in its communities, develops referral networks, and brings new business and relationships to the bank. Senior bankers may develop strategies for high-value client relationships, manage a profitable portfolio, serve as subject matter experts, pursue advanced growth and lending goals, and influence office performance and service standards. The position is full-time and on-site. Regular hours are Monday through Friday, 8:15 a.m. to 5:00 p.m., with Saturday shifts by rotation from 8:45 a.m. to 12:00 p.m. Travel to and assistance at other Banking Centers is required as needed, generally at the Catawba and Port Clinton Downtown Banking Centers. The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment. Applications are accepted through November 1, 2026.

Requirements

At least 5 years of experience in client-facing financial roles.
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 relationship management.
Sales aptitude and ability to uncover opportunities through consultative conversations.
Strong organizational skills and ability to prioritize responsibilities and manage multiple tasks.
Professionalism, confidentiality, accountability, and adaptability in a technology-driven environment.
Proficiency with digital banking technologies and ability to educate customers about electronic banking solutions.
Ability to work independently while contributing positively to team and office goals.
Commitment to exceptional customer experiences and the bank’s mission of helping good people make good decisions.
Ability to travel to and assist at other Banking Centers as needed.
S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.

Nice To Haves

For senior-level consideration: demonstrated expertise in relationship building, leadership influence, business development, portfolio management, and banking knowledge.
For senior-level consideration: experience developing and executing strategies for high-value client relationships, managing a profitable portfolio, and building community referral networks.

Responsibilities

Build strong consumer and business relationships and provide exceptional customer service.
Maintain, retain, and grow an assigned book of business through customer outreach, financial needs reviews, referrals, and follow-up.
Identify customers who may benefit from additional financial solutions and introduce them to business partners as appropriate.
Meet or exceed relationship, retention, portfolio growth, and customer engagement goals.
Collaborate with the manager and teammates on relationship growth, sales performance, customer experience initiatives, and office goals.
Share knowledge, best practices, and resources to support team effectiveness and professional development.
Serve as a resource on bank products, services, digital solutions, and relationship-building practices; educate customers and peers about digital banking technology.
Open, close, and service deposit products, including IRAs, while providing financial guidance and maintaining operational accuracy.
Communicate the bank’s value proposition and make quality referrals to business partners.
Process, research, and resolve complex customer and operational transactions accurately.
Support orderly office operations; prepare, review, and complete branch and system-generated reports, ensuring accuracy and required sign-off.
Comply with bank policies, procedures, regulations, and security standards.
Advise customers on consumer lending products and appropriate borrowing solutions.
Complete loan origination in Abrigo, communicate proactively, follow up promptly, and support loans through closing.
Develop and maintain lending relationships through customer outreach and financial conversations.
For senior-level placement, develop strategies to grow and retain high-value relationships, manage a profitable client portfolio, network in the community, pursue advanced portfolio and lending goals, and influence office performance and client experience.
Travel to and assist at other Banking Centers as needed, generally Catawba and Port Clinton Downtown.

Benefits

Competitive salaries evaluated against benchmarked data.
Incentive compensation program with annual opportunities for salary increases and bonuses.
Medical insurance.
Dental insurance.
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.
Community-based, hometown culture.
Collaborative environment supportive of continual growth and development.