Financial Relationship Banker

The Croghan Colonial Bank • Clyde, OH

3d • $22 - $30 • Onsite

About The Position

Croghan Colonial Bank is hiring a Financial Relationship Banker or Senior Financial Relationship Banker in Clyde, Ohio. This full-time, on-site role builds and strengthens consumer and business relationships by providing exceptional service, managing an assigned book of business, recommending suitable bank products and services, and processing transactions. The banker proactively identifies ways to deepen customer relationships and support customers’ and communities’ financial success.

The Senior Financial Relationship Banker role is intended for experienced bankers with demonstrated relationship-management expertise, leadership influence, and business-development capability. Senior bankers manage established portfolios, build strategic community relationships and referral networks, serve as subject matter experts and mentors, and influence office performance and customer experience. Placement considers demonstrated competencies, relevant experience, and banking and business-development skills.

The position’s 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 role is based on-site and may require travel to assist at other Banking Centers, particularly the Green Springs Banking Center. Applicants must complete S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.

Croghan Colonial Bank describes its culture as community-based, collaborative, and supportive of continued growth and development. The bank serves communities in Sandusky, Erie, Huron, Lucas, Ottawa, and Seneca Counties and beyond, and supports local communities through financial education, sponsorships, and volunteering. Applications are accepted through November 1, 2026.

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 customer relationship management.
• Sales aptitude and ability to uncover opportunities through consultative conversations.
• Strong organizational skills and ability to prioritize responsibilities 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 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 Green Springs Banking Center.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.

Responsibilities

• Build, maintain, and strengthen consumer and business customer relationships.
• Provide exceptional customer service and manage, retain, and grow an assigned book of business through outreach, financial needs reviews, referrals, and follow-up.
• Identify customers who may benefit from additional financial solutions and introduce them to appropriate business partners.
• Turn service conversations into meaningful financial opportunities and recommend suitable products and services.
• 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, support team development, and contribute to a positive, professional, collaborative work environment.
• Serve as a resource on bank products, services, digital solutions, and relationship-building practices; educate customers and colleagues about digital banking technology.
• Open, close, and service deposit products, including IRAs, while providing financial guidance and ensuring accuracy.
• Communicate the bank’s value proposition and make quality referrals to business partners based on customers’ financial needs.
• Process, research, and resolve customer and operational transactions; maintain orderly office operations and escalate concerns appropriately.
• Assist with preparing, reviewing, and completing branch and system-generated reports, including 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 customer outreach 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; mentor and influence office performance and service standards.
• Travel to and assist at other Banking Centers as needed, particularly the Green Springs Banking Center.

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 continued growth and development.

What This Job Offers

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