Financial Relationship Banker

The Croghan Colonial Bank • Oregon, OH

8d • $22 - $30 • Onsite

About The Position

Croghan Colonial Bank is hiring a Financial Relationship Banker or Senior Financial Relationship Banker for an on-site, full-time position in Oregon, Ohio. The role builds, maintains, and strengthens consumer and business relationships by providing exceptional customer service, managing and growing an assigned book of business, and recommending appropriate bank products and services. It also processes transactions, identifies opportunities to deepen relationships, and supports the financial success of customers and communities.

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

The role involves banking product and digital banking guidance, deposit account servicing, consumer lending and loan origination, operational and compliance responsibilities, and collaboration with colleagues. The position may require travel to and assistance at other Banking Centers, particularly the Curtice banking center. Hours are Monday through Friday, 8:15 a.m. to 5:00 p.m., with Saturday shifts on a rotating basis from 8:45 a.m. to 12:00 p.m. Applications are accepted until November 1, 2026.

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 the ability to prioritize responsibilities and manage 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 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.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.

Responsibilities

• Build, maintain, and strengthen consumer and business customer relationships.
• Provide exceptional customer service and recommend appropriate solutions based on knowledge of bank products and services.
• Process transactions while identifying opportunities to deepen customer relationships and support customers’ financial success.
• Proactively identify customers who may benefit from additional financial solutions and introduce them to business partners.
• 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, customer experience initiatives, 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 on digital banking technology.
• Open, close, and service deposit products, including IRAs, providing sound financial guidance and operational accuracy.
• Communicate the bank’s value proposition and relationship-based approach, and refer customers to business partners as appropriate.
• Process, research, and resolve complex customer and operational transactions; maintain orderly office operations 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, and identify opportunities to support broader financial goals.
• Complete loan origination in Abrigo, communicate proactively, follow up promptly, and support customers through loan closing.
• Develop and maintain lending relationships through customer 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, 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, and customer experience outcomes.
• Travel to and assist at other Banking Centers as needed, particularly the Curtice banking center.

Benefits

• Fair, competitive salaries evaluated against benchmarked data on a normal 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