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Banking Relationship Specialist

2 months ago


Saddle River, New Jersey, United States ConnectOne Bank Full time

About Us

ConnectOne Bank is a dynamic commercial bank that prioritizes empowering its employees to make important decisions, reach their potential, and make a meaningful impact. Our mission is to ensure our employees feel empowered to succeed and thrive in an entrepreneurial setting.

Job Summary

As a Banking Relationship Specialist, you will play a vital role in acquiring, retaining, and expanding banking relationships with business and consumer clients. You will demonstrate the ConnectOne Culture by providing exceptional customer service, identifying opportunities for relationship growth, and promoting the Bank's products and services.

Key Responsibilities

  • Support the Bank's People First focus by delivering exceptional customer service and maintaining a professional demeanor.
  • Proactively identify opportunities for relationship acquisition and development through consultative selling.
  • Perform account opening for deposit products and educate clients on the Bank's offerings.
  • Ensure all activities, transactions, and records are in compliance with operational, security, and control procedures.
  • Handle customer service issues by conducting research, taking ownership, and following up as necessary.
  • Assist other branch team members with transactions and operations as needed.
  • Perform service transactions, including check re-orders, address/name changes, and safe deposit box access.
  • Serve as primary back-up to the Branch Manager or Assistant Branch Manager as needed.
  • Assist with Teller functions, including performing banking transactions over the phone or at the drive-up window.

Requirements

  • Strong needs-based sales skills.
  • 1-3 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 customer needs and solve problems.
  • Effective teambuilding and interpersonal communication abilities.
  • Ability to lift items up to 25 lbs.
  • ConnectOne Bank culture mastery.

Benefits

  • World-class health, vision, and dental benefits.
  • 401k with employer match.
  • Employee appreciation events.
  • Employee assistance programs.
  • Wellness programs.
  • Tuition reimbursement.
  • Employee Discount perks.
  • CNOB Community Service Events.