Financial Relationship Banker

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.

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

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

Monday
- Friday, 8:15 a.m.

- 5:00 p.m.

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

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.

• Proficient in Helping Good People Make Good Decisions.
  • 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.
• Leadership & Team Development
  • 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.
• Product & Relationship Expertise
  • 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.
• Operational Excellence
  • 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,…