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Client Relationship Banking Advisor

2 months ago

East Hampton NY, United States ConnectOne Bank Full time
About Us:

At ConnectOne Bank, we prioritize people, believing that a people-first approach leads to better business outcomes. We are dedicated to building not just businesses, but also communities and equity. Our mission is to empower our employees to make impactful decisions and reach their full potential.

As a growth-oriented organization, we take pride in fostering the development of our employees. Established in 2005 by an entrepreneur, we have evolved into a high-performing commercial bank, setting a new standard for the future of our industry. By leveraging technology, we aim to provide world-class service and support to small business owners in achieving their goals.

Our culture is rooted in the principle of putting people first, which guides our actions and decisions. At ConnectOne, you will have the chance to be part of a vibrant team and culture. Enhance your skills, thrive in an entrepreneurial environment, and contribute to a workplace that values growth and innovation.

ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation.

About This Role

As a Client Relationship Banking Advisor, you will play a crucial role in delivering a superior banking experience by acquiring, retaining, and expanding relationships with both business and consumer clients while embodying the ConnectOne culture.

In This Role, You Will:
  • Uphold the Bank's commitment to a people-first approach by greeting clients personally, maintaining professionalism, ensuring the branch meets ConnectOne standards, and collaborating effectively with the Branch team to create a welcoming environment.
  • Identify and develop opportunities for relationship growth by cross-selling the Bank's products and services in a consultative manner.
  • Facilitate account openings for deposit products and educate clients about the Bank's offerings.
  • Ensure compliance with operational, security, and control procedures to prevent fraud and safeguard customer assets.
  • Address customer service inquiries by conducting thorough research, taking ownership, and providing follow-up until resolution.
  • Assist fellow branch team members with transactions and overall operations, offering feedback and coaching to enhance team performance.
  • Conduct service transactions for the Branch, including check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance, and client outreach.
  • Serve as the primary backup for the Branch Manager or Assistant Branch Manager in operational and service-related tasks.
  • Support Teller functions as needed, including processing banking transactions over the phone or at the drive-up window, such as accepting deposits and cashing checks.
  • Actively participate in achieving branch sales goals.
  • Maintain a service performance rating of over 90% and implement feedback from mystery shops.
  • Engage in retail and community events to promote the brand in alignment with the retail business strategy.
  • Perform additional duties as assigned.
Required Qualifications:
  • Strong sales skills focused on client needs.
  • One to three years of experience in bank platform sales and teller operations.
  • Comprehensive understanding of federal banking regulations and compliance.
  • A genuine interest in a people-first approach.
  • Proven ability to assess and meet customer needs and resolve issues effectively.
  • Excellent team-building and interpersonal communication skills.
  • Capability to lift items weighing up to 25 lbs.
  • Mastery of ConnectOne Bank culture.
  • Flexibility to work a varied schedule to meet business needs.
Additional Information:

Benefits:

  • Comprehensive health, vision, and dental benefits starting on day one.
  • 401k plan with employer matching.
  • Employee appreciation initiatives (team-building activities, community events, etc.).
  • Employee assistance programs (EAP).
  • Wellness initiatives (preventive care, health programs, etc.).
  • Tuition reimbursement opportunities.
  • Employee discount programs.
  • Participation in CNOB Community Service Events.

And much more

We recognize that individuals from underrepresented groups may only apply if they meet all qualifications. Roles evolve, and you may possess the skills we need. We encourage you to consider applying and growing with us.

ConnectOne Bank is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or any other protected status under applicable law.

We also provide reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable laws. If you require accommodations during the application or interview process, please reach out to our Talent Acquisition team.

Compensation Details: $20-$27 Hourly Wage

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