Banking Relationship Specialist

4 weeks ago


Jersey City, New Jersey, United States ConnectOne Bank Full time
About Us

ConnectOne Bank is a growth-oriented commercial bank that prioritizes its employees' growth and well-being. Our mission is to empower our team members to make important decisions, reach their full potential, and make a meaningful impact.

Job Summary

We are seeking a Banking Relationship Specialist to join our team. This role plays a vital part in delivering a "Client First" banking experience by acquiring, retaining, and expanding banking relationships with both business and consumer clients. The ideal candidate will demonstrate a strong understanding of our "People First" culture and be able to work collaboratively as part of a dynamic team.

Key Responsibilities
  1. Support the Bank's "People First" focus by providing exceptional customer service, maintaining a professional demeanor, and ensuring the branch reflects ConnectOne Bank standards.
  2. Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank's products and services in a consultative manner.
  3. Perform account opening for deposit products and educate clients on the Bank's product and service offerings.
  4. Ensure all activities, transactions, and records are in compliance with operational, security, and control procedures of the Bank, preventing fraud and protecting customer assets.
  5. Handle customer service issues by conducting research, taking ownership, and following up with clients as necessary until resolution.
  6. Assist other branch team members with transactions and overall operations, provide feedback and coaching to improve team performance, and serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable.
  7. Active participation in achieving branch sales objectives, maintaining a 90% plus service performance, and reinforcing feedback gained from mystery shops.
  8. Support retail and community events to promote the brand in accordance with the retail business plan.
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 in assessing and meeting the needs of customers and/or solving customer problems.
  • Effective teambuilding and interpersonal communication abilities.
  • Ability to lift items up to 25 lbs.
  • ConnectOne Bank culture mastery.
  • Ability to work a flexible schedule to support business needs.
Benefits

We offer a comprehensive benefits package, including world-class health, vision, and dental benefits, 401k with employer match, employee appreciation events, employee assistance programs, wellness programs, tuition reimbursement, employee discount perks, and CNOB Community Service Events.

We are 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.



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