Financial Relationship Banker

The Croghan Colonial Bank • Fremont, OH

18h • Onsite

About The Position

Croghan Colonial Bank is hiring a Financial Relationship Banker or Senior Financial Relationship Banker to build, maintain, and strengthen consumer and business customer relationships. The role provides exceptional customer service, maintains and grows an assigned book of business, recommends appropriate financial solutions, processes transactions, and identifies opportunities to deepen customer relationships and support customers’ and communities’ financial success.

The Senior Financial Relationship Banker operates at an advanced level of relationship management and business development. This includes expanding the bank’s community presence, building strategic relationships and referral networks, and generating new business. Senior bankers also serve as role models, mentors, subject matter experts, and leaders who influence office performance, employee development, customer experience, and business growth.

The position is based on-site in Fremont, Ohio. Hours are Monday through Friday, 8:15 a.m. to 5:00 p.m., with Saturday shifts by rotation from 8:45 a.m. to noon. The position may require travel to and assistance at other banking centers, particularly in the Fremont area. 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 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 and contribute 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 other Fremont-area locations.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.

Nice To Haves

• For the Senior Financial Relationship Banker role: demonstrated expertise in relationship building, leadership influence, business development, portfolio management, and banking knowledge.
• For the Senior Financial Relationship Banker role: experience developing high-value client relationships, managing a profitable portfolio, networking for business and referrals, and handling complex products, services, and lending solutions.

Responsibilities

• Build strong relationships with consumer and business customers and transition service conversations into meaningful financial opportunities.
• Maintain, retain, and grow an assigned book of business through customer outreach, financial needs reviews, referrals, and follow-up.
• Meet or exceed goals for relationship growth, retention, portfolio growth, and customer engagement.
• Identify customer needs and recommend appropriate financial solutions, including introductions and referrals to bank business partners.
• Collaborate with managers and teammates on relationship growth, sales performance, customer experience, and office goals.
• Share knowledge, best practices, and resources to support team effectiveness and professional development.
• 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 operational accuracy.
• Communicate the bank’s value proposition and relationship-based approach in the context of the competitive landscape.
• Process, research, and resolve complex customer and operational transactions accurately; exercise sound judgment and critical thinking.
• Support orderly office operations, address operational needs, escalate concerns as appropriate, and assist with branch and system-generated reports and required sign-offs.
• Comply with bank policies, procedures, regulations, and security standards.
• Advise customers on consumer lending products and borrowing solutions; originate loans in Abrigo and provide communication and follow-up through closing.
• Develop and maintain lending relationships through customer outreach and financial conversations.
• For the senior role, develop strategies to grow and retain high-value relationships, manage a profitable portfolio, network for new business and referrals, and pursue advanced portfolio, lending, deposit, household acquisition, and relationship expansion goals.
• For the senior role, act as an office leader who influences performance, service standards, and customer experience outcomes.
• Travel to and assist at other banking centers as needed, particularly other Fremont-area banking centers.

Benefits

• Competitive salaries evaluated against benchmarked data on a regular basis.
• 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 and a collaborative environment supportive of continued growth and development.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed