Financial Relationship Banker

The Croghan Colonial Bank • Oregon, OH

8h • 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, maintaining and growing an assigned book of business, and recommending appropriate solutions based on knowledge of the bank’s products and services. The position processes transactions while identifying opportunities to deepen customer relationships and support customers’ and communities’ financial success.

The Senior Financial Relationship Banker is an advanced relationship-management and business-development role. Senior bankers grow the bank’s community presence, build strategic relationships and referral networks, manage established client portfolios, and identify new business opportunities. They also serve as role models, mentors, subject matter experts, and leaders who influence office performance, employee development, customer experience, and business growth.

The role includes consumer lending conversations and loan origination, deposit account services, digital banking education, referrals to bank partners, and support for branch operations and compliance. The position is full-time and on-site in Oregon, Ohio. Hours are Monday through Friday, 8:15 a.m. to 5:00 p.m., with Saturday shifts by rotation, 8:45 a.m. to noon. Starting compensation is $22.00–$26.00 per hour for Financial Relationship Banker or $54,000–$62,500 per year for Senior Financial Relationship Banker. Applicants must be able to travel to and assist at other Banking Centers as needed, particularly the Curtice banking center.

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 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 Curtice banking center.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.

Responsibilities

• Build strong consumer and business customer relationships and provide exceptional 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 relationship growth, sales performance, customer experience initiatives, and office goals.
• Share knowledge, best practices, and resources; support team effectiveness and professional development.
• Serve as a subject matter resource on bank products, services, digital solutions, and relationship-building practices.
• Educate customers and peers on digital banking products and technology solutions.
• Open, close, and service deposit products, including IRAs, while ensuring sound guidance and operational accuracy.
• Understand the competitive landscape and communicate the bank’s value proposition and relationship-based approach.
• Process, research, and resolve customer and operational transactions accurately, including complex matters.
• Support orderly office operations, address operational needs, and escalate concerns as appropriate.
• Prepare, review, and complete branch and system-generated reports, including required quality control and 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 in a timely manner, and support successful loan closing.
• Develop and maintain lending relationships through outreach, follow-up, and financial conversations.
• For the senior role, develop and execute strategies to grow and retain high-value client relationships and manage an established, profitable portfolio.
• For the senior role, network in the community to develop business opportunities and referral sources.
• For the senior role, provide expertise on 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, influence office performance, service standards, and customer experience outcomes.
• Travel to and assist at other Banking Centers as needed, particularly the Curtice 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