Financial Relationship Banker

The Croghan Colonial Bank • Port Clinton, OH

3d • $22 - $30 • Onsite

About The Position

At Croghan Colonial Bank, the Financial Relationship Banker builds, maintains, and strengthens consumer and business relationships by providing exceptional customer service, managing an assigned book of business, and recommending suitable CCB products and services. The role processes transactions, identifies opportunities to deepen customer relationships, and supports customers’ and communities’ financial success.

The position also includes leadership and team collaboration, product and digital-banking expertise, deposit account servicing, operational accuracy and compliance, and consumer lending. The banker advises customers on borrowing solutions and completes loan origination in Abrigo, with proactive communication and follow-up through closing.

The posting also describes a Senior Financial Relationship Banker level for experienced bankers with advanced relationship-management, leadership, and business-development capabilities. Senior bankers manage and grow profitable client portfolios, develop community referral networks, serve as subject-matter experts, mentor colleagues, and influence office performance and customer experience. Placement considers demonstrated competencies, banking knowledge, leadership and business-development experience, portfolio-management skills, and relevant industry experience.

Requirements

• At least 5 years of previous 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 customer 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 educating 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, generally Catawba and Port Clinton Downtown Banking Centers.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.

Responsibilities

• Build, maintain, and strengthen consumer and business relationships while providing exceptional customer service.
• Maintain, retain, and grow an assigned book of business through outreach, financial needs reviews, referrals, and follow-up.
• Identify customer needs and recommend appropriate financial solutions, including introductions to business partners.
• Meet or exceed relationship, retention, portfolio growth, and customer engagement goals.
• Collaborate with managers and teammates to support office goals, sales performance, customer experience, and team development.
• Share knowledge and best practices, assist teammates, and contribute to a positive and collaborative work environment.
• Serve as a resource on CCB 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 sound guidance and maintaining operational accuracy.
• Communicate CCB’s value proposition and make quality referrals to business partners.
• Process, research, and resolve customer and operational transactions; support orderly office operations and escalate concerns as appropriate.
• Assist with preparing, reviewing, and completing branch and system-generated reports, including quality control 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 outreach and financial conversations.
• At the senior level, develop strategies to grow and retain high-value relationships and manage an established, profitable client portfolio.
• At the senior level, network in the community to develop business opportunities and referral sources, serve as a subject-matter expert and mentor, and influence office performance and customer experience.

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 increase and bonus.
• Community-based hometown culture.
• Collaborative environment supportive of continual growth and development.

What This Job Offers

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