Financial Relationship Banker

The Croghan Colonial Bank • Bellevue, OH

9h • 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 relationships. The role provides exceptional customer service, manages and grows an assigned book of business, recommends appropriate banking solutions, processes transactions, and identifies opportunities to support customers’ financial success. The Senior Financial Relationship Banker operates at an advanced level in relationship management and business development, expanding the bank’s community presence and cultivating strategic relationships and referral networks.

The position includes relationship management, product and digital banking expertise, deposit and IRA servicing, consumer lending, loan origination, operational accuracy, compliance, and collaboration with colleagues. Senior-level responsibilities also include managing a profitable portfolio, pursuing advanced growth and lending goals, networking for new business, serving as a subject matter expert, and influencing office performance and employee development. The role is full-time and on-site in Bellevue, Ohio, with weekday hours and Saturday work on a rotating basis. Travel to other banking centers may be needed, particularly the Monroeville Banking Center.

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, including the ability to prioritize responsibilities and manage multiple tasks.
• Professionalism, confidentiality, accountability, and adaptability in a technology-driven environment.
• Proficiency with digital banking technologies and the ability to educate 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.
• 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, and business development.
• For the Senior Financial Relationship Banker role: experience managing a profitable portfolio and developing high-value client relationships.
• For the Senior Financial Relationship Banker role: community networking and referral-source development experience.
• For the Senior Financial Relationship Banker role: expertise in complex products, services, and lending solutions.
• Relevant banking industry experience, with placement based on competencies, relationship management success, banking knowledge, leadership capabilities, business development experience, portfolio management skills, and years of experience.

Responsibilities

• Build and maintain consumer and business customer relationships and provide exceptional customer service.
• Maintain, retain, and grow an assigned book of business through outreach, financial needs reviews, referrals, and follow-up.
• Identify customer needs and recommend suitable financial solutions, including introductions to business partners.
• Meet or exceed relationship, retention, portfolio growth, and customer engagement goals.
• Collaborate with the manager and teammates to support relationship growth, sales performance, customer experience, and office goals.
• Share knowledge and best practices, support teammate 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 maintaining operational accuracy.
• Communicate the bank’s value proposition and make quality referrals to business partners.
• Process, research, and resolve customer and operational transactions; support orderly office operations and escalate concerns when 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 and maintain 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, influence office performance, service standards, client experience, and employee development.
• Travel to and assist at other Banking Centers as needed, particularly the Monroeville Banking Center.

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 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