Banking Relationship Specialist

6 months ago

Morristown, United States ConnectOne Bank Full time
About us:

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. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact.

ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. 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.

People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at "a better place to be".

ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation.

About this 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.

In this role you will:
  • 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.
  • 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 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 feed -back gained from mystery shops.
  • Supports retail and community events to promote the brand in accordance with the retail business plan.
  • Performs other duties that may be assigned.
Must haves:
  • 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 customer 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.
Additional information:

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

....and much, much more

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"

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.

  • Accounts Receivable Specialist

    4 weeks ago

    Morristown, New Jersey, United States Porzio Bromberg & Newman Full time

    Job Title: Accounts Receivable SpecialistPorzio Bromberg & Newman, P.C. is seeking a highly organized and detail-oriented Accounts Receivable Specialist to join our Financial Services team.Job SummaryThe successful candidate will be responsible for processing incoming payments from clients, maintaining AR records, and reviewing receipts for accurate posting...

  • Accounts Receivable Specialist

    4 weeks ago

    Morristown, New Jersey, United States Porzio Bromberg and Newman PC Full time

    POSITION SUMMARYPorzio Bromberg and Newman PC seeks a detail-oriented and organized Accounts Receivable Specialist to process incoming payments from clients and maintain accurate records. This role requires strong communication and problem-solving skills, as well as the ability to work independently with minimal supervision.KEY RESPONSIBILITIESProcess and...

  • Medical Laboratory Scientist II, Blood Bank Specialist

    1 month ago

    Morristown, Tennessee, United States Atlantic Health System Full time

    Job SummaryWe are seeking a highly skilled Medical Laboratory Scientist II to join our Blood Bank team at Atlantic Health System. As a key member of our laboratory team, you will be responsible for performing a variety of routine and complex technical tasks in the performance of laboratory tests to obtain data for use in the diagnosis and treatment of...

  • Wealth Management Relationship Manager

    4 weeks ago

    Morristown, NJ , USA, United States Provident Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Relationship Manager to join our team at Provident Bank. As a key member of our wealth management team, you will be responsible for delivering high-quality wealth management services to clients and prospects, and for building and maintaining strong relationships with clients and...

  • Credentialing Specialist

    4 weeks ago

    Morristown, Tennessee, United States MetaSense Inc Full time

    Job Title: Credentialing SpecialistAbout the Role:MetaSense Inc is seeking a highly skilled Credentialing Specialist to join our team. As a Credentialing Specialist, you will play a critical role in ensuring the accuracy and completeness of provider information in our Echo database.Key Responsibilities:Enforce regulatory compliance and quality assurance by...

  • Assets Management Specialist

    4 weeks ago

    Morristown, New Jersey, United States PrideStaff Full time

    Controller for a Law FirmPrideStaff is seeking a skilled Controller for a prominent law firm in Morris County. The ideal candidate will lead accounting operations, including managing banking relationships, cash funding, general ledger, accounts receivable, accounts payable, trust accounts, pension plans, partner accounting, and annual audits.Key...

  • Veterinary Care Specialist

    4 weeks ago

    Morristown, Tennessee, United States Amerivet Services LLC Full time

    We are seeking a highly motivated and compassionate Veterinary Care Specialist to join our dynamic team at AmeriVet Services LLC.About the Role:As a Veterinary Care Specialist, you will be responsible for providing exceptional veterinary care to our patients, working closely with our experienced veterinarians and dedicated support staff to deliver...

  • Life Insurance Specialist

    4 weeks ago

    Morristown, Tennessee, United States The Anderson Agency Full time

    Job Title: Life Insurance SpecialistJob DescriptionThe Anderson Agency is seeking a skilled Life Insurance Specialist to help clients understand their insurance needs and provide tailored solutions through life and health insurance policies. In this role, you will build relationships, educate clients about insurance options, and guide them through the...

  • Account Specialist

    4 weeks ago

    Morristown, Tennessee, United States Jason Kraft - State Farm Agent Full time

    Job DescriptionAt Jason Kraft - State Farm Agent, we are seeking a highly organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As a team member, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions...

  • Medical Imaging Specialist

    5 days ago

    Morristown, United States LRS Healthcare Full time

    LRS Healthcare - Imaging is seeking a skilled Medical Imaging Specialist for a 12-week travel assignment in New Jersey. Job Overview Specialty: CT Technologist Discipline: Allied Health Professional The ideal candidate will have excellent technical skills and be able to work efficiently in a fast-paced environment. As a Medical Imaging Specialist, you will...

  • AVP, Assistant Branch Manager

    5 days ago

    Morristown, United States Provident Bank Full time

    How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our...

  • Credentialing Specialist

    2 months ago

    Morristown, United States Pride Health Full time

    Please find below the Job Description:Job Title : Credentialing Specialist Duration : 3+ monthsLocation : Morristown, New Jersey Pay Rate : $30-$33/Hr. Hours Per Week: 37.50Hours Per Day: 7.50Job Description:DutiesEnforce regulatory compliance and quality assurance Prepare and maintain reports of credentialing activities such as accreditation, membership or...

  • School Psychologist

    4 weeks ago

    Morristown, Tennessee, United States APN Staffing & Employment Solutions Full time

    Job Title: School Psychologist - K-12 SpecialistJob Summary:We are seeking a skilled School Psychologist to join our team at APN Staffing & Employment Solutions. As a School Psychologist, you will be responsible for providing mental health services to students in K-12 educational settings.Responsibilities:Participate in initial IEP and annual IEP development...

  • Grain Operations Specialist

    4 weeks ago

    Morristown, Tennessee, United States Bunge Full time

    Job SummaryAs a Grain Operations Specialist at Bunge, you will be responsible for the efficient and safe operation of the grain elevator, including loading, unloading, and transferring grain and grain products. You will also assist in all other aspects of grain handling, storage, and maintenance of facilities and equipment.Key ResponsibilitiesAssist in...

  • Teller Operations Coordinator

    3 weeks ago

    Morristown, United States First Horizon National Corporation Full time

    Location: On site at location listed in job posting. A Teller Operations Coordinator is the heartbeat of our banking centers. You proactively provide excellent customer service, monitor and train team members, work with clients to discover sales opportunities, and educate customers on our products and services. If you love building customer relationships and...

  • Retail Banker II

    2 weeks ago

    Morristown, United States TD Bank Group Full time

    Work Location: Morristown, New Jersey, United States of America Hours: 20 Line of Business: Personal & Commercial Banking Pay Detail: $24.75 - $34.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...

  • Senior Treasury Manager

    4 weeks ago

    Morristown, New Jersey, United States First-Citizens Bank & Trust Company Full time

    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.First Citizens Bank & Trust Company is seeking a Senior Treasury Manager to manage the Investment Operations Middle Office.This role is responsible for leading a team that provides critical support to the Bank's Treasury and Capital...

  • Business Solutions Architect

    1 week ago

    Morristown, United States Hexaware Technologies Full time

    What Working at Hexaware offers:Hexaware is a dynamic and innovative IT organization committed to delivering cutting-edge solutions to our clients worldwide. We pride ourselves on fostering a collaborative and inclusive work environment where every team member is valued and empowered to succeed.Hexaware provides access to a vast array of tools that enhance,...

  • Senior Business Intelligence Analyst

    1 month ago

    Morristown, Tennessee, United States Global Channel Management Full time

    Job SummaryGlobal Channel Management seeks a highly skilled Data Insights Specialist to join our team. The ideal candidate will have 8+ years of experience in banking data analysis and reporting, with a strong background in SAS applications, Agile and Scrum techniques, and advanced PowerPoint and Visio skills.Key ResponsibilitiesPerform advanced data...

  • Senior Business Intelligence Analyst

    1 month ago

    Morristown, Tennessee, United States Global Channel Management Full time

    Job SummaryGlobal Channel Management seeks a highly skilled Data Insights Specialist to join our team. The ideal candidate will have 8+ years of experience in banking data analysis and reporting, with a strong background in SAS applications, Agile and Scrum techniques, and advanced PowerPoint and Visio skills.Key ResponsibilitiesPerform advanced data...