Client Relationship Executive Jobs in Ohio
Client Relationship Executive jobs in Ohio are concentrated in Columbus, Cleveland, and Cincinnati, where large financial services firms, healthcare systems, and enterprise technology companies drive consistent demand at the associate through senior director level. Employers such as Nationwide, KeyBank, and Huntington Bancshares have deep roots in Ohio and regularly hire client relationship executives to manage and grow commercial and wealth management portfolios. The most in-demand specialties are B2B account management, commercial banking relationships, and enterprise software client success. See the openings below and apply to the ones that match your experience.
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Showing 5 of 154+ Client Relationship Executive jobs
First Merchants Bank is seeking a Customer Relationship Representative to join our team! This position will execute on individual and team sales and service metrics to help the banking center achieve the strategic and tactical goals of the company. Responsible for providing high quality customer service by accurately completing bank transactions and opening deposit accounts and processing loan applications while identifying and recommending products, services, and digital tools to meet the current and future financial needs of bank Clients. Deliver upon a meaningful customer service experience while exceeding personal production goals.
As part of this role you will:
- Customer Experience and Relationship Management
- Deliver high-quality customer service by addressing a wide range of general banking needs in a fast-paced, relationship-focused banking center environment.
- Proactively engage clients in meaningful conversations to understand current and future financial needs and recommend appropriate products, services, and digital solutions.
- Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely resolution and a positive client experience.
- Utilize customer feedback and service insights to strengthen client relationships, build loyalty, and create client advocates.
- Maintain accurate client records and account information to support ongoing relationship management.
- Operational Excellence
- Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders, and change orders.
- Perform operational responsibilities as needed, including balancing cash, teller cash recyclers (TCR), vault, ATM, and branch transactions.
- Process non-monetary client requests, such as stop payments, debit card orders, address changes, and check orders, in accordance with policy.
- Support banking center operations by adhering to internal controls, completing daily security procedures, and ensuring compliance with policies and procedures.
- Monitor and resolve deposit and loan exceptions in a timely manner and escalate issues as appropriate.
- Sales and Business Development
- Actively lead and participate in sales and service activities to support individual, team, and banking center scorecard goals.
- Effectively use guided conversations and relationship management tools to identify opportunities to deepen client relationships.
- Open new consumer and business accounts and process loan applications for new and existing clients.
- Utilize digital tools to educate clients and enroll them in electronic banking products and services during account opening and onboarding.
- Engage in teleconsulting activities, including call blocks and call nights, to support achievement of sales goals.
- Utilize CRM and sales tools to document, track, and manage client interactions and incentive plan activity.
- Recognize and pursue new business opportunities, including making partner referrals for merchant services, treasury management, mortgages, and investments.
- Team Collaboration and Leadership
- Actively participate in the sales management process, including daily huddles, weekly meetings, coaching sessions, and touch bases.
- Provide guidance and support to associates related to operational procedures, service standards, and sales practices.
- Assist the Banking Center Manager with administrative and operational activities, including audits, branch balancing, and efficiency initiatives.
- Serve as a resource for associates regarding problem resolution and procedural questions.
- High-performing Client Relationship Representatives may serve as a Banking Center Mentor.
- Risk Management and Compliance
- Ensure compliance with all applicable regulations, policies, and reporting requirements, including but not limited to BSA, OFAC, CIP, EDD, and information security standards.
- Complete required training and stay current on regulatory, operational, and product knowledge expectations.
To be successful in this position, we require the following:
- High school diploma or equivalent (GED).
- A minimum of one (1) year of banking, sales, or related experience. At least six months of experience selling products or services.
- This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.
- Ability to obtain Notary Public designation.
- Ability to multi-task in a fast-paced environment.
- In-depth knowledge of products/services offered by the bank (all lines of business).
The following would be a plus:
- Prior banking experience.
- Ability to sell and cross-sell bank products and services.
First Merchants offers the following:
- Base Pay PLUS Bonuses
- Medical, Dental and Vision Insurance
- 401k
- Health Savings and Flexible Spending Accounts
- Vacation/Sick Time
- Paid Holidays
- Paid Parental Leave
- Tuition Reimbursement
- Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
First Merchants Bank is seeking a Customer Relationship Representative to join our team! This position will execute on individual and team sales and service metrics to help the banking center achieve the strategic and tactical goals of the company. Responsible for providing high quality customer service by accurately completing bank transactions and opening deposit accounts and processing loan applications while identifying and recommending products, services, and digital tools to meet the current and future financial needs of bank Clients. Deliver upon a meaningful customer service experience while exceeding personal production goals.
As part of this role you will:
- Customer Experience and Relationship Management
- Deliver high-quality customer service by addressing a wide range of general banking needs in a fast-paced, relationship-focused banking center environment.
- Proactively engage clients in meaningful conversations to understand current and future financial needs and recommend appropriate products, services, and digital solutions.
- Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely resolution and a positive client experience.
- Utilize customer feedback and service insights to strengthen client relationships, build loyalty, and create client advocates.
- Maintain accurate client records and account information to support ongoing relationship management.
- Operational Excellence
- Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders, and change orders.
- Perform operational responsibilities as needed, including balancing cash, teller cash recyclers (TCR), vault, ATM, and branch transactions.
- Process non-monetary client requests, such as stop payments, debit card orders, address changes, and check orders, in accordance with policy.
- Support banking center operations by adhering to internal controls, completing daily security procedures, and ensuring compliance with policies and procedures.
- Monitor and resolve deposit and loan exceptions in a timely manner and escalate issues as appropriate.
- Sales and Business Development
- Actively lead and participate in sales and service activities to support individual, team, and banking center scorecard goals.
- Effectively use guided conversations and relationship management tools to identify opportunities to deepen client relationships.
- Open new consumer and business accounts and process loan applications for new and existing clients.
- Utilize digital tools to educate clients and enroll them in electronic banking products and services during account opening and onboarding.
- Engage in teleconsulting activities, including call blocks and call nights, to support achievement of sales goals.
- Utilize CRM and sales tools to document, track, and manage client interactions and incentive plan activity.
- Recognize and pursue new business opportunities, including making partner referrals for merchant services, treasury management, mortgages, and investments.
- Team Collaboration and Leadership
- Actively participate in the sales management process, including daily huddles, weekly meetings, coaching sessions, and touch bases.
- Provide guidance and support to associates related to operational procedures, service standards, and sales practices.
- Assist the Banking Center Manager with administrative and operational activities, including audits, branch balancing, and efficiency initiatives.
- Serve as a resource for associates regarding problem resolution and procedural questions.
- High-performing Client Relationship Representatives may serve as a Banking Center Mentor.
- Risk Management and Compliance
- Ensure compliance with all applicable regulations, policies, and reporting requirements, including but not limited to BSA, OFAC, CIP, EDD, and information security standards.
- Complete required training and stay current on regulatory, operational, and product knowledge expectations.
To be successful in this position, we require the following:
- High school diploma or equivalent (GED).
- A minimum of one (1) year of banking, sales, or related experience. At least six months of experience selling products or services.
- This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.
- Ability to obtain Notary Public designation.
- Ability to multi-task in a fast-paced environment.
- In-depth knowledge of products/services offered by the bank (all lines of business).
The following would be a plus:
- Prior banking experience.
- Ability to sell and cross-sell bank products and services.
First Merchants offers the following:
- Base Pay PLUS Bonuses
- Medical, Dental and Vision Insurance
- 401k
- Health Savings and Flexible Spending Accounts
- Vacation/Sick Time
- Paid Holidays
- Paid Parental Leave
- Tuition Reimbursement
- Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
See All 154+ Client Relationship Executive Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find JobsClient Relationship Executive Jobs by City in Ohio
Where Ohio roles are concentrated, by current openings.
Client Relationship Executive Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring
- Huntington Bank20
- JPMorganChase19
- KeyBank15
- U.S. Bank12
- PNC Financial Services12
Top Industries Hiring
- Banking & Financial Services19
- Investment & Asset Management4
- Law & Legal Services2
- Fintech1
- Aerospace & Defense1
What Ohio Employers Look For
The qualifications that appear most often in client relationship executive jobs across Ohio.
- Bachelor's degree in business, finance, or a closely related field required
- Three or more years of direct client relationship management or account management experience
- Demonstrated ability to manage complex commercial or enterprise client portfolios
- Strong consultative sales and needs-assessment skills applied to business clients
- Proficiency with CRM platforms such as Salesforce to track client activity and pipeline
- Excellent written and verbal communication skills for executive-level client presentations
Client Relationship Executive Jobs in Ohio: Frequently Asked Questions
How do you become a client relationship executive in Ohio?
Most client relationship executive roles in Ohio require a bachelor's degree in business, finance, marketing, or a related field, followed by several years in account management, sales, or client services. Ohio does not require a state-issued license for this role, though professionals working in financial services may pursue FINRA registrations such as the Series 7 or Series 66 depending on their employer. Building a portfolio of client retention and revenue growth results is the most direct path to senior openings.
Which companies hire client relationship executives in Ohio?
Ohio client relationship executive roles are posted by Huntington Bank, JPMorganChase, and KeyBank and others right now, based on current listings on Migrate Mate as of July 2026. Ohio's concentration of insurance headquarters, regional banks, and enterprise technology firms means openings appear across a broad range of industries statewide.
Which Ohio cities have the most client relationship executive jobs?
Cincinnati, Columbus, and Cleveland have the most client relationship executive openings in Ohio. Columbus leads because it is home to major financial services and insurance headquarters, while Cleveland's large healthcare and manufacturing sectors generate strong demand, and Cincinnati's consumer goods and regional banking presence creates consistent openings in the surrounding metro.
Are there remote client relationship executive jobs in Ohio?
Yes, and more than most fields, since client relationship management is largely communication and strategy work that can be performed remotely with occasional client travel. About 26% of client relationship executive openings tied to Ohio are remote or hybrid as of July 2026, reflecting how widely employers have adopted flexible arrangements. Strategic account planning, reporting, and internal coordination are the tasks most commonly performed remotely.
How can I get hired as a client relationship executive in Ohio with little or no experience?
The most realistic entry path is through a client-facing support role such as customer success associate, account coordinator, or inside sales representative at a mid-size Ohio employer. Companies like Nationwide, Progressive, and Fifth Third Bank run rotational associate programs and new-graduate hiring tracks that feed into relationship management careers. A business or finance degree, a Salesforce certification, or demonstrable experience managing a book of accounts in an adjacent role all strengthen a first application significantly.
Where can I find and apply to client relationship executive jobs in Ohio?
You can find and apply to client relationship executive jobs in Ohio on Migrate Mate, which lists current Ohio openings updated regularly. Search the listings to find roles that fit your background and experience level, then apply directly to the ones that match. No sign-up is required to see the openings.
See All 154+ Client Relationship Executive Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
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