Banking Relationship Specialist

3 weeks ago

Saddle River, New Jersey, United States ConnectOne Bank Full time
{"title": "Banking Relationship Specialist", "description": "About Us

At ConnectOne Bank, we're committed to putting people first and building opportunities for our employees and clients alike. Our mission is to empower our team members to make important decisions, reach their potential, and truly make an impact.

Our Culture

We're a growth organization by design, and our DNA is built on innovation, technology, and a passion for delivering world-class service. We support small business owners by fueling their mission and providing them with the tools they need to succeed.

About This Role

As a Banking Relationship Specialist, you'll play a vital role in ConnectOne's Client First banking experience by acquiring, retaining, and expanding banking relationships with both business and consumer clients. You'll demonstrate our ConnectOne Culture by greeting clients by name, maintaining a professional demeanor, and working as an active member of the Branch team.

Key Responsibilities
  • Support the Bank's People First focus and rules of engagement
  • Proactively identify opportunities for relationship acquisition and development
  • 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
  • Handle customer service issues by conducting research, taking ownership, and following up with clients as necessary
  • Assist other branch team members with transactions and overall operations, as needed
  • Perform service transactions for the Branch, including 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, as applicable
  • Assist with Teller functions, including performing banking transactions over the phone or at the drive-up window
Requirements
  • Strong needs-based sales skills
  • One to three years of bank platform sales and teller experience
  • Detailed understanding of federal banking compliance and requirements
  • Strong People First interest and ability
  • Strong ability to assess and meet the needs of customers and/or solve customer problems
  • Effective teambuilding and interpersonal communication abilities
  • Ability to lift items up to 25 lbs
  • ConnectOne Bank culture mastery
What We Offer
  • World-class health, vision, and dental benefits on day one
  • 401k with employer match
  • Employee appreciation events
  • Employee assistance programs
  • Wellness programs
  • Tuition reimbursement
  • Employee discount perks
  • CNOB Community Service Events

We're an equal opportunity employer and do 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.

We also provide 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.

", "lang_code": "en-US"}

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