Banking Relationship Specialist

About the Role

Banking Relationship Specialists play a vital role in ConnectOne “Client First” banking experience by acquiring, retaining, and expanding banking relationships of both business and consumer clients while demonstrating the ConnectOne Culture.

Responsibilities

• Support the Bank’s “People First” focus and rules of engagement—greeting clients by name, maintaining a professional demeanor, ensuring the branch reflects ConnectOne Bank standards, and working as an active member of the Branch team, always striving to make ConnectOne Bank “A Better Place to Be”.
• Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank’s products and services in a consultative manner.
• Perform account opening for deposit products and educate clients on the Bank’s product and service offerings.
• Ensure all activities, transactions, and records are in compliance with operational, security, and control procedures of the Bank, preventing fraud and protecting customer assets.
• Handle customer service issues by conducting research, taking ownership, and following up daily as necessary until conclusion.
• Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance.
• Perform service transactions for the Branch, including check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance, and outbound client contact.
• Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions.
• Assist with Teller functions as needed, including performing banking transactions over the phone or at the drive-up window, accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed.
• Active participation in achieving branch sales objectives.
• Maintain a 90% plus service performance and reinforce feedback gained from mystery shops.
• Support retail and community events to promote the brand in accordance with the retail business plan.
• Perform other duties as assigned.

Requirements

• Strong needs-based sales skills.
• One to three years of bank platform sales and teller experience.
• Detailed understanding of federal banking compliance and requirements.
• Strong “People First” interest and ability.
• Strong ability in assessing and meeting customer needs and/or solving customer problems.
• Effective teambuilding and interpersonal communication abilities.
• Ability to lift items up to 25 lbs.
• ConnectOne Bank culture mastery.
• Ability to work a flexible schedule to support business needs.

Benefits

• World-class health, vision, and dental benefits on day one.
• 401k with employer match.
• Employee appreciation events (team building, softball games, food truck days, etc.).
• Employee assistance programs (EAP).
• Wellness programs (flu shot, preventive care, health programs and services discounts, etc.).
• Tuition reimbursement.
• Employee Discount perks.
• CNOB Community Service Events.

Pay

$22-$27 per hour

Studies have shown that individuals from underrepresented groups may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us “a better place to be!”