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 the business and consumer clients while demonstrating the ConnectOne Culture.

• 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 with on a daily basis as necessary until conclusion.
• Aid 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 to include 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.
• Assists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including 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.
• Maintains a 90% plus service performance and reinforces feedback gained from mystery shops.
• Serves as a liaison between the branch and the community, supporting retail and community events to promote the brand in accordance with the retail business plan.

Requirements

• Strong needs-based sales skills.
• One to three years 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 the needs of customers and/or solving customer problems.
• Effective teambuilding and interpersonal communication abilities are necessary.
• Ability to lift items up to 25 lbs.
• ConnectOne Bank culture mastery.
• To support business needs, ability to work a flexible schedule is required.

Qualifications

• High school diploma or equivalent.
• Valid driver’s license and reliable transportation.

Skills

• Excellent verbal and written communication skills.
• Proficient in Microsoft Office applications.
• Knowledge of banking products and services.
• Ability to work independently and as part of a team.

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.