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Part-Time Client Service Coordinator

1 month ago


Middletown NY, United States ConnectOne Bank Full time

ConnectOne Bank proves that putting people first is a better way to do business.
At ConnectOne, we're builders — of businesses, communities, and equity. Most importantly, we're building opportunities. ConnectOne is a growth organization by design; Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry's future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission.
It is at the foundation of everything we do and the decisions we make. ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation.
The Client Service Manager (CSM) oversees the overall Sales and Service functions, and ensures that all operational functions are completely and properly performed by the staff. Support the Bank's People First focus and rules of engagement—maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB A Better Place to Be.
We Connect - engage employee networks to promote and improve our company culture and employee engagement.
Interview, hire and train staff.
Manage and coach employees to engage clients, address issues promptly and effectively, and create an environment that encourages all to provide an amazing client experience.
Perform account opening for deposit products; Conduct transactions including cash and/or checks (use of a TCR may be required); support teammates with transactions and overall operations.
Maintain expert knowledge of ConnectOne Bank's products and services.
Fulfill service requests, including account maintenance.
Take ownership of escalated Client service issues to full resolution.
Energize, motivate and support active team participation in all campaigns and initiatives.
Assess performance and create development plans; develop action plans to address performance issues as appropriate.
Educate clients about products and services that will help them save time and money and protect their assets.
Promote the ConnectOne brand by building relationships with local businesses and demonstrating strong community involvement.
Partner with the Business Relationship Manager, Sales and Service Leader, Lenders and others to develop and execute sales strategies for meeting deposit goals and service expectations.
Manage scheduling, sales, and operational tasks.
Maintain the appearance of the facility inside and out as outlined in the Look & Feel Guide.
Expert knowledge on the Bank's deposit and small business lending products and cash management services.
Working knowledge of local centers of influence and established relationships within the Community as well as Ambassador Board Members
Thorough knowledge of procedures and policies with respect to banking transactions.
Exceptional networking and relationship building skills.
Proficiency with Microsoft Office applications is preferred.
Undergraduate degree is preferred.
World class health, vision, and dental benefits on day one
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
CNOB Community Service Events
….ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law.
ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition.