Financial Relationship Banker

The Croghan Colonial Bank; Port Clinton (OH); On-site; USD 54,000 - 63,000; Full time

Benefits offered by this job

Competitive salary

Bonus potential

Medical, Dental, Vision insurance

401(k) with company match

Paid time off

Job summary

The Croghan Colonial Bank in Port Clinton, OH is seeking a Financial Relationship Banker and a Senior Financial Relationship Banker to help customers build lasting financial relationships. You will deliver personalized solutions, service clients, and grow your book of business while supporting community goals.

The Senior role focuses on advanced relationship management, leadership, and business development.

Qualifications

• 5+ years of client-facing financial experience.
• Strong communication, relationship-building, and interpersonal skills.
• Ability to travel to other Banking Centers as needed.

Responsibilities

• Develop and maintain a profitable book of client relationships.
• Provide exceptional customer service and financial guidance.
• Identify opportunities to deepen customer relationships and cross-sell solutions.
• Collaborate with team to meet office goals and service standards.

Skills

Client-facing experience

Relationship management

Sales aptitude

Communication skills

Financial solutions knowledge

Job description

Financial Relationship Banker/Senior Financial Relationship Banker - Port Clinton, OH (full-time, on-site)

At Croghan Colonial Bank, we believe banking is about more 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.

Starting Salary -

$22.00 - $26.00/hr. (Financial Relationship Banker)

$54,000 - $62,500/yr. (Senior Financial Relationship Banker)

Hours -

Monday - Friday, 8:15 a.m. - 5:00 p.m.

Saturday per rotation, 8:45am - 12:00pm

About The 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.

Senior Financial Relationship Banker -

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, generally Catawba and Port Clinton Downtown Banking Centers
• 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.

What We Offer -

• 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

Who We Are -

Community Relationships are our priority, and our team here at Croghan Colonial Bank strives to help our communities have the most successful banking relationship possible. Founded in 1888, we proudly serve Sandusky, Erie, Huron, Lucas, Ottawa, and Seneca Counties and beyond. Croghan is a recognized leader in community banking throughout the region and focuses on helping all community members achieve their financial goals. We partner with our community to understand financial goals and recommend products and services that help achieve them. We support our communities by providing financial education, sponsorships, and volunteering in our local markets. Partner with Croghan, where we're Helping Good People Make Good Decisions!

Join Croghan Nation!

Work for us, and you will be working with us - an empowered group of individuals dedicated to the financial well-being of their customers.

Accepting applications through November 1, 2026.

Equal Opportunity and Affi... M/F/Disabled/Vet