Banking Relationship Specialist
2 weeks ago
We prove that putting people first is a better way to do business. At ConnectOne, we're builders – of businesses, communities, and equity. Our mission is to empower employees 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.
Our commitment to diversity and inclusion is reflected in our company values. We believe in creating a workplace where everyone feels valued, respected, and empowered to contribute their best work.
About This RoleThe Banking Relationship Specialist plays a vital role in delivering exceptional client experiences and driving business growth through strategic relationship building.
This role requires a strong understanding of banking products and services, as well as excellent communication and interpersonal skills. You will be responsible for identifying opportunities for relationship acquisition and development, cross-selling products and services, and ensuring seamless customer interactions.
Key Responsibilities- Support the Bank's People First focus and rules of engagement – greeting clients by name, maintaining a professional demeanor, and working as an active member of the Branch team.
- 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 clients as necessary until conclusion.
- Strong needs-based sales skills and ability to build rapport with clients.
- 1-3 years' experience in bank platform sales and teller operations.
- Detailed understanding of federal banking compliance and requirements.
- Strong People First interest and ability.
- Effective teambuilding and interpersonal communication abilities are necessary.
- Competitive salary range: $55,000 - $75,000 per year.
- World-class health, vision, and dental benefits.
- 401(k) plan with employer match.
- Employee appreciation events and team-building activities.
- Tuition reimbursement and education assistance.
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