Financial Development Officer
6 days ago
We prove that putting people first is a better way to do business at ConnectOne Bank. Our mission is to empower employees, ensure they feel valued and enabled to make important decisions, reach their potential, and truly make an impact.
As a growth-oriented commercial bank, we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have expanded into a high-performing organization inspiring a new model for the industry's future. By embracing technology, we support small business owners by fueling their mission.
Our culture is built on People First, serving as the foundation of everything we do and the decisions we make. At ConnectOne Bank, you have the opportunity to be 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.
We are an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation.
About This RoleThe Banking Relationship Specialist plays a vital role in ConnectOne Client First banking experience by acquiring, retaining, and expanding banking relationships of both 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.
- Assist with Teller functions as needed, including performing banking transactions over the phone or at the drive-up window, 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.
- Maintain a 90% plus service performance and reinforce feedback gained from mystery shops.
- Support retail and community events to promote the brand in accordance with the retail business plan.
- Perform other duties as assigned.
- 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 customers 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, the ability to work a flexible schedule is required.
We offer world-class health, vision, and dental benefits on day one, a 401(k) with employer match, employee appreciation events, employee assistance programs, wellness programs, tuition reimbursement, employee discount perks, and CNOB Community Service Events.
About CompensationWe estimate the annual salary for this position to be between $65,000-$85,000 based on industry standards, job requirements, and location factors.
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