Financial Relationship Banker

The Croghan Colonial Bank • Oak Harbor, OH

1d • Onsite

About The Position

Croghan Colonial Bank is hiring a Financial Relationship Banker or Senior Financial Relationship Banker at its Oak Harbor, Ohio banking center. The role builds, maintains, and strengthens consumer and business relationships by providing exceptional service, processing transactions, identifying customer needs, and recommending suitable bank products and services. The banker maintains and grows an assigned book of business through outreach, financial needs reviews, referrals, and follow-up. The senior-level role adds advanced relationship management, portfolio growth, business development, community networking, and leadership responsibilities, including mentoring and serving as a subject matter expert.

The position includes deposit account opening, closing, and servicing, including IRAs; customer education on digital banking; consumer lending guidance and loan origination through Abrigo; referrals to bank business partners; and accurate handling of operational transactions and reports. The banker helps maintain office operations, follows bank policies and applicable regulations and security standards, and contributes to team and office goals. Work 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 role is on-site in Oak Harbor, Ohio, and may require travel to assist at other banking centers.

The posted starting compensation is $22.00–$26.00 per hour for the Financial Relationship Banker and $54,000–$62,500 per year for the Senior Financial Relationship Banker. Applications are accepted through 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 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 role, demonstrated expertise in relationship building, leadership influence, and business development.
• For the senior role, experience in portfolio management, networking, and developing high-value client relationships.
• Relevant industry experience and demonstrated banking knowledge, lending production, deposit growth, household acquisition, and relationship expansion.

Responsibilities

• Build and strengthen consumer and business customer relationships and provide exceptional customer service.
• Maintain, retain, and grow an assigned book of business through customer outreach, financial needs reviews, referrals, and follow-up.
• Identify customer needs and recommend appropriate financial solutions, including introducing customers to bank 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, and office goals.
• Share knowledge and best practices and contribute to a positive, professional, and collaborative work environment.
• 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, while providing financial guidance and ensuring operational accuracy.
• Process, research, and resolve customer and operational transactions; assist with office operations and branch and system-generated reports.
• Comply with bank policies, procedures, regulations, and security standards.
• Advise customers on consumer lending solutions and complete loan origination in Abrigo, including communication and follow-up through loan closing.
• Develop and maintain lending relationships through customer outreach and financial conversations.
• At the senior level, develop 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, and influence office performance and customer experience.
• Travel to and assist at other Banking Centers as needed.

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 increases and bonuses.
• 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