Financial Relationship Banker: Elevate Client Relationships

Croghan Colonial Bank

Norwalk (OH)

On-site

USD 54,000 - 63,000

Full time

8 days ago

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Benefits offered by this job

Medical / Dental / Vision insurance
401(k) plan
Disability coverage
Paid time off
Community culture
Growth opportunities

Job summary

Croghan Colonial Bank in Norwalk, OH is seeking a Financial Relationship Banker to build and manage meaningful customer relationships, delivering personalized financial solutions and growth opportunities. The Senior Financial Relationship Banker will operate at an advanced level of relationship management, expanding Croghan's presence and networks within the communities we serve.

The role requires 5+ years in client-facing financial roles, strong communication and analytical skills, and the

Qualifications

  • 5+ years of client-facing financial experience.
  • Strong judgment, critical thinking and decision-making.
  • Excellent communication and interpersonal skills.
  • Ability to identify customer needs and recommend financial solutions.
  • Ability to grow an assigned book of business through proactive relationship management.
  • Willingness to travel to other Banking Centers as needed.

Responsibilities

  • Proactively identifies customers who may benefit from additional financial solutions.
  • Builds strong relationships and grows an assigned book of business.
  • Maintains and grows relationships through outreach, needs reviews, referrals, and follow-up.
  • Meets or exceeds goals in relationship, retention, portfolio growth, and engagement.
  • Operates at advanced level of relationship management and business development.
  • Serves as a subject matter resource for banking products and digital solutions.
  • Opens, closes, and services deposit products including IRAs.
  • Ensures compliance with bank policies and security standards.

Skills

Relationship building
Customer service
Sales ability
Communication
Attention to detail

Tools

Abrigo loan origination

Job description

Croghan Colonial Bank in Norwalk, OH is seeking a Financial Relationship Banker to build and manage meaningful customer relationships, delivering personalized financial solutions and growth opportunities. The Senior Financial Relationship Banker will operate at an advanced level of relationship management, expanding Croghan's presence and networks within the communities we serve.

The role requires 5+ years in client-facing financial roles, strong communication and analytical skills, and the

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