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Banking Relationship Specialist
3 months ago
ConnectOne Bank believes that prioritizing people is the most effective way to conduct business. At ConnectOne, we are creators — of businesses, communities, and equity. Most importantly, we are generating opportunities. Our objective is to empower our staff to make significant decisions, realize their potential, and truly create an impact.
Founded in 2005 by an entrepreneur, ConnectOne is inherently a growth-oriented organization, and we take pride in witnessing our employees evolve alongside us. We have transformed into a high-performing commercial bank that offers a fresh blueprint for the future of our industry. By adopting technology and its various applications to enhance our service standards, we assist small business owners in advancing their missions.
People First is the cornerstone of our culture. It underpins all our endeavors and the choices we make. At ConnectOne, you have the chance to become part of a vibrant culture and team. Develop your forward-thinking abilities, thrive in an entrepreneurial environment, and excel in a superior work environment.
ConnectOne Bank is committed to Equal Housing and Equal Employment Opportunities and is a member of the Federal Deposit Insurance Corporation.
About the Role:
Banking Relationship Specialists play a crucial role in ensuring an exceptional ConnectOne Client-First banking experience by acquiring, retaining, and expanding banking relationships with both business and consumer clients while embodying the ConnectOne Culture.
Responsibilities:
- Support the Bank's People First focus and engagement guidelines — greet clients by name, maintain professionalism, ensure the branch adheres to ConnectOne Bank standards, work as an active team member, with the goal of making ConnectOne Bank a superior workplace.
- Proactively identify opportunities for relationship building and growth by cross-selling the Bank's products and services in a consultative manner.
- Handle account openings for deposit products, and educate clients on the Bank's offerings.
- Ensure all activities, transactions, and records comply with the Bank's operational, security, and control procedures to prevent fraud and safeguard customer assets.
- Address customer service issues by investigating, taking ownership, and providing necessary follow-up until resolution.
- Assist other branch team members with transactions and day-to-day operations as needed, offering feedback and coaching to enhance overall team performance.
- Conduct service transactions such as check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance, and client communication.
- Act as the primary back-up to the Branch Manager or Assistant Branch Manager for operational and service-related functions.
- Provide support for Teller functions as required, performing banking transactions over the phone or at the drive-up window, including deposits, check cashing, and addressing other banking needs, as well as assisting with branch opening and closing.
- Participate actively in achieving branch sales targets.
- Maintain a service performance level of 90% or higher and reinforce feedback received from mystery shops.
- Support retail and community events to enhance the brand in line with the retail business plan.
- Complete any additional duties as assigned.
- Demonstrated needs-based sales skills.
- One to three years of experience in bank platform sales and teller roles.
- In-depth knowledge of federal banking regulations and compliance requirements.
- Genuine interest and proficiency in People First principles.
- Ability to assess and meet customer needs or resolve customer issues effectively.
- Strong skills in team-building and interpersonal communication.
- Capability to lift items weighing up to 25 lbs.
- Thorough understanding and embodiment of ConnectOne Bank's culture.
- Flexibility to work a variable schedule as needed to support business operations.
Benefits:
- Comprehensive health, vision, and dental benefits from day one.
- 401k plan with employer match.
- Employee appreciation events (team-building activities, softball games, food truck days, etc.).
- Employee assistance programs (EAP).
- Wellness initiatives (flu shots, preventive care, health program discounts, etc.).
- Tuition reimbursement.
- Employee discount perks.
- CNOB Community Service Events.
And much more.
Research indicates that individuals from underrepresented backgrounds tend to apply for roles only when meeting all requirements. Roles evolve over time, particularly with innovation, and you could be the perfect fit. We hope you are open to acquiring new skills and growing with us. We encourage you to apply and continue contributing to our ever-improving work environment.
ConnectOne Bank is an advocate for equal opportunity employment and prohibits discrimination in employment privileges based on various factors. Reasonable accommodations are available for qualified individuals with disabilities in accordance with the law. For accommodation needs during the application process, please reach out to Talent Acquisition.
