Financial Relationship Banker

The Croghan Colonial Bank • Norwalk, OH

12d • 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 and growing an assigned book of business, and recommending appropriate financial solutions. The role processes transactions while identifying opportunities to deepen customer relationships and support customers’ and communities’ financial success. The Senior Financial Relationship Banker performs these duties at an advanced level, with additional emphasis on business development, strategic relationships, referral networks, and bringing new business to the bank.

The role includes relationship management and customer outreach, product and digital banking guidance, deposit account services, lending support, operational accuracy, compliance, and teamwork. Senior bankers may also develop strategies for high-value client relationships, manage profitable portfolios, network for business opportunities, serve as subject matter experts, and influence office performance and employee development. Placement considers demonstrated competencies, relationship-management results, banking knowledge, leadership, business development, portfolio management, and relevant industry experience.

This is a full-time, on-site position in Norwalk, Ohio. The stated schedule is Monday through Friday, 8:15 a.m. to 5:00 p.m., with Saturday work by rotation, 8:45 a.m. to 12:00 p.m. The role may require travel to and assistance at other Banking Centers, particularly the Milan Banking Center. S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.

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 a 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, particularly the Milan Banking Center.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.

Responsibilities

• Build and maintain 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 customer needs and recommend appropriate bank products, services, digital solutions, and borrowing options.
• Transition service conversations into financial opportunities and introduce customers to business partners when appropriate.
• Meet or exceed relationship, retention, portfolio growth, customer engagement, lending, and other applicable goals.
• Collaborate with managers and teammates to support sales performance, customer experience, office goals, and team development.
• Share knowledge and best practices and contribute to a positive, collaborative work environment.
• Educate customers and peers on digital banking products and technology solutions.
• Open, close, and service deposit products, including IRAs, while providing financial guidance and ensuring accuracy.
• Communicate the bank’s value proposition and make quality referrals to business partners.
• Process, research, and resolve complex customer and operational transactions using sound judgment.
• Support orderly office operations, address operational needs, and escalate concerns as appropriate.
• Prepare, review, and complete branch and system-generated reports, ensuring accuracy and required sign-off.
• Comply with bank policies, procedures, regulations, and security standards.
• Complete loan origination through Abrigo, communicate proactively, follow up promptly, and support successful loan closings.
• Develop and maintain lending relationships through outreach and financial conversations.
• For the senior role, develop strategies to grow and retain high-value relationships, manage a profitable portfolio, network for business and referrals, serve as a subject matter expert, and influence office performance and client experience.
• Travel to and assist at other Banking Centers as needed, particularly the Milan Banking Center.

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 and a 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