Financial Relationship Banker

The Croghan Colonial Bank • Clyde, OH

7h • Onsite

About The Position

The Financial Relationship Banker builds, maintains, and strengthens consumer and business relationships by providing exceptional customer service, maintaining and growing an assigned book of business, and recommending appropriate Croghan Colonial Bank products and services. The role processes transactions while identifying opportunities to deepen customer relationships and support customers’ and communities’ financial success. It also includes deposit account servicing, digital banking education, referrals to business partners, consumer lending guidance, and loan origination support.

The Senior Financial Relationship Banker performs these responsibilities at an advanced level, with greater emphasis on relationship management, business development, portfolio growth, and leadership. Senior bankers develop strategies to grow and retain high-value relationships, manage an established portfolio, build community referral networks, serve as subject matter experts, and influence office performance and customer experience. Placement considers demonstrated competencies, relationship-management success, banking knowledge, leadership, business development, portfolio skills, and relevant industry experience.

The position is full-time and on-site in Clyde, Ohio. Regular hours are Monday through Friday, 8:15 a.m. to 5:00 p.m., with Saturday work on a rotating basis from 8:45 a.m. to 12:00 p.m. Travel to and assistance at other Banking Centers may be needed, particularly the Green Springs 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 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 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, particularly the Green Springs Banking Center.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.

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 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 the manager and teammates on relationship growth, sales performance, customer experience, and office goals.
• Share knowledge and best practices, support professional development, and contribute to a positive, collaborative work environment.
• 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 ensuring accuracy.
• Communicate the bank’s value proposition and make quality referrals to business partners.
• Process, research, and resolve complex customer and operational transactions; support orderly office operations and escalate concerns as appropriate.
• Assist with branch and system-generated reports, including preparation, review, 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 lending relationships through ongoing outreach and financial conversations.
• For the senior role, develop strategies to grow and retain high-value relationships and manage an established, profitable client portfolio.
• For the senior role, network in the community to develop business opportunities and referral sources.
• For the senior role, serve as a subject matter expert in complex products, services, and lending solutions.
• For the senior role, achieve advanced portfolio growth, lending production, deposit growth, household acquisition, and relationship expansion goals.
• For the senior role, act as an office leader influencing performance, service standards, employee development, and client experience.
• Travel to and assist at other Banking Centers as needed, particularly the Green Springs Banking Center.

Benefits

• Competitive salaries evaluated against benchmarked data.
• Incentive Compensation program with annual opportunities for salary increases and bonuses.
• 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.
• 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