Financial Relationship Banker

The Croghan Colonial Bank • Bellevue, OH

21h • Onsite

About The Position

Croghan Colonial Bank is hiring a Financial Relationship Banker or Senior Financial Relationship Banker in Bellevue, Ohio. This full-time, on-site role builds, maintains, and strengthens consumer and business relationships by providing exceptional service, maintaining and growing an assigned book of business, and recommending appropriate products and services. The banker processes transactions while identifying opportunities to deepen customer relationships and support customers’ and communities’ financial success.

The Senior Financial Relationship Banker operates at an advanced level in relationship management and business development. This includes growing and retaining high-value client relationships, managing a profitable portfolio, developing community referral networks, advising on complex products and lending solutions, and influencing office performance and customer experience. Placement considers demonstrated competencies, relationship-management results, banking knowledge, leadership, business development, portfolio-management skills, and relevant industry experience.

The position’s schedule is Monday through Friday, 8:15 a.m. to 5:00 p.m., with Saturday shifts by rotation from 8:45 a.m. to 12:00 p.m. The starting salary is $22.00–$26.00 per hour for Financial Relationship Banker and $54,000–$62,500 per year for Senior Financial Relationship Banker. Applicants must be able 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 (NMLS) is required 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 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 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 (NMLS) at the time of employment.

Responsibilities

• Build strong relationships with consumer and business customers and provide personalized financial solutions.
• Maintain, retain, and grow an assigned book of business through customer outreach, financial needs reviews, referrals, and follow-up.
• Identify customer needs and opportunities for additional 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, office goals, and customer experience initiatives.
• Share knowledge, best practices, and resources, 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 on digital banking technology.
• Open, close, and service deposit products, including IRAs, while providing sound guidance and maintaining operational accuracy.
• Communicate the bank’s value proposition and make appropriate referrals to business partners.
• Process, research, and resolve customer and operational transactions; address operational needs and escalate concerns as appropriate.
• Assist with preparing, reviewing, and completing branch and system-generated reports, including required quality control and 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 in a timely manner, and support loans through closing.
• Develop and maintain lending relationships through outreach, follow-up, and financial conversations.
• For the senior role, develop and execute strategies to grow and retain high-value 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 on 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, employee development, and client experience outcomes.
• Travel to and assist at other Banking Centers as needed, particularly the Monroeville Banking Center.

Benefits

• Comprehensive 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.
• 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