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Banking Relationship Specialist
2 months ago
At ConnectOne Bank, we're committed to putting people first and building opportunities for our employees and clients alike. As a growth-oriented organization, we take pride in our dynamic culture and entrepreneurial spirit. Our mission is to empower our employees to make important decisions, reach their potential, and make a meaningful impact.
We're a high-performing commercial bank that's redefining the industry's future by embracing technology and delivering world-class service. Our goal is to support small business owners by fueling their mission and helping them succeed.
About This RoleThe Banking Relationship Specialist plays a vital role in delivering a exceptional client experience by acquiring, retaining, and expanding banking relationships with both business and consumer clients. This role embodies the ConnectOne Culture and is responsible for:
- Supporting the Bank's People First focus by providing exceptional customer service, maintaining a professional demeanor, and ensuring the branch reflects ConnectOne Bank standards.
- Proactively identifying opportunities for relationship acquisition and development by cross-selling the Bank's products and services in a consultative manner.
- Performing account opening for deposit products and educating clients on the Bank's product and service offerings.
- Ensuring all activities, transactions, and records are in compliance with operational, security, and control procedures of the Bank, preventing fraud and protecting customer assets.
- Handling customer service issues by conducting research, taking ownership, and following up with clients on a daily basis as necessary until conclusion.
- Assisting other branch team members with transactions and overall operations, as necessary, and providing feedback and coaching to improve overall team performance.
- Performing service transactions for the Branch, including check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance, and outbound client contact.
- Serving as primary back-up to the Branch Manager or Assistant Branch Manager for operational and service-related functions.
- Assisting 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.
- Maintaining a 90% plus service performance and reinforcing feedback gained from mystery shops.
- Supporting retail and community events to promote the brand in accordance with the retail business plan.
- Performing other duties as assigned.
- 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 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.
- Ability to work a flexible schedule to support business needs.
