Financial Relationship Banker

The Croghan Colonial Bank • Bellevue, OH

2d • $22 - $30 • 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 service, maintains and grows an assigned book of business, and recommends appropriate solutions based on knowledge of the bank’s products and services. It also processes transactions while identifying opportunities to deepen relationships and support customers’ financial success.

The senior-level role adds advanced relationship management and business development responsibilities, including expanding the bank’s community presence, building strategic relationships and referral networks, and bringing new business to the bank. Senior bankers also serve as role models, mentors, subject matter experts, and leaders who influence office performance, employee development, customer experience, and business growth.

This is a full-time, on-site position in Bellevue, Ohio. Hours are Monday through Friday, 8:15 a.m. to 5:00 p.m., with Saturday shifts on a rotation from 8:45 a.m. to 12:00 p.m. The position may require travel to and assistance at other banking centers, particularly the Monroeville Banking Center. Applicants must register under the S.A.F.E. Act through the Nationwide Mortgage Licensing System at the time of employment.

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 customer relationship management.
• Sales aptitude and ability to uncover opportunities through consultative conversations.
• Strong organizational skills, including prioritizing responsibilities and managing multiple tasks effectively.
• 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 the Monroeville Banking Center.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.

Responsibilities

• Identify customers who may benefit from additional financial solutions and introduce them to appropriate business partners.
• Build customer-specific relationships and turn service conversations into meaningful financial opportunities.
• Maintain, retain, and grow an assigned book of business through outreach, financial needs reviews, referrals, and follow-up.
• Meet or exceed relationship, retention, portfolio growth, and customer engagement goals.
• Collaborate with managers and teammates to support relationship growth, sales performance, and customer experience initiatives.
• Contribute to office goals through teamwork, accountability, and a customer-first approach.
• Share knowledge, best practices, and resources to support team effectiveness and professional development.
• Support a positive, professional, and collaborative work environment and assist teammates with office needs.
• 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 providing financial guidance and ensuring operational accuracy.
• Explain the bank’s value proposition and relationship-based approach in light of the competitive landscape.
• Make quality referrals to bank business partners to address customers’ evolving financial needs.
• Process, research, and resolve complex customer and operational transactions accurately using sound judgment.
• Support orderly office operations, address operational needs, and escalate concerns as appropriate.
• Assist with preparing, reviewing, and completing branch and system-generated reports, ensuring accuracy, quality control, and required sign-off.
• Comply with bank policies, procedures, regulations, and security standards.
• Advise customers on consumer lending products and borrowing solutions in support of their broader financial goals.
• Complete loan origination in Abrigo, communicate proactively, follow up promptly, and support loans through successful closing.
• Develop and maintain lending relationships through outreach, follow-up, and financial conversations.
• At the senior level, develop and execute strategies to grow and retain high-value client relationships and manage an established, profitable portfolio.
• At the senior level, network in the community to develop business opportunities and referral sources.
• At the senior level, serve as a subject matter expert in complex products, services, and lending solutions.
• At the senior level, achieve advanced portfolio growth, lending production, deposit growth, household acquisition, and relationship expansion goals.
• At the senior level, influence office performance, service standards, and customer experience outcomes.

Benefits

• Fair, 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 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 paid time off.
• 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