Senior Financial Relationship Architect

The Croghan Colonial Bank

Bellevue (OH)

On-site

USD 54,000 - 63,000

Full time

11 days ago

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Job summary

The Croghan Colonial Bank in Bellevue, OH is seeking a Senior Financial Relationship Banker to advance advanced relationship management and business development. You will cultivate high-value client relationships, lead community outreach, and contribute to lending and deposit growth while delivering exceptional customer service in a on-site branch.

The Senior role emphasizes strategic relationship leadership, mentoring teammates, and driving growth through effective referrals to bank partners.

Qualifications

  • 5+ years of experience in client-facing financial roles.
  • Strong communication and relationship-building skills.
  • Ability to identify customer needs and recommend financial solutions.
  • Proven track record of growing an assigned book of business.
  • Knowledge of consumer lending products and deposit operations.

Responsibilities

  • Develop and maintain a profitable portfolio of client relationships.
  • Proactively identify opportunities to deepen customer relationships and cross-sell banking products.
  • Manage lending opportunities and complete loan processes with accuracy.
  • Provide exemplary customer service and maintain compliance with bank policies.
  • Collaborate with teammates to achieve office goals and deliver a superior client experience.

Skills

Relationship management
Sales
Customer service
Communication
Lending
Digital banking
Portfolio management
Abrigo

Tools

Abrigo

Job description

The Croghan Colonial Bank in Bellevue, OH is seeking a Senior Financial Relationship Banker to advance advanced relationship management and business development. You will cultivate high-value client relationships, lead community outreach, and contribute to lending and deposit growth while delivering exceptional customer service in a on-site branch.

The Senior role emphasizes strategic relationship leadership, mentoring teammates, and driving growth through effective referrals to bank partners.

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