Banking Relationship Specialist

ConnectOne Bank • Newark, NJ

23h • $22 - $27

About The Position

Banking Relationship Specialists support ConnectOne Bank’s client-first banking experience by acquiring, retaining, and expanding relationships with business and consumer clients while demonstrating the bank’s People First culture. The role involves consultative sales, opening deposit accounts, educating clients about products and services, delivering customer service, and supporting branch operations.

The specialist helps ensure the branch meets service standards and operational, security, and control requirements. Responsibilities also include supporting branch sales objectives, participating in retail and community events, and serving as a primary backup to the Branch Manager or Assistant Branch Manager for operational and service-related functions where applicable. The position may require assisting with teller duties, branch opening and closing, and working a flexible schedule to support business needs.

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 interest in and ability to support a People First approach.
• Strong ability to assess and meet customer needs and/or solve customer problems.
• Effective teambuilding and interpersonal communication abilities.
• Ability to lift items weighing up to 25 pounds.
• Mastery of ConnectOne Bank culture.
• Ability to work a flexible schedule to support business needs.

Responsibilities

• Support ConnectOne Bank’s People First culture and rules of engagement by greeting clients, maintaining a professional demeanor, upholding branch standards, and contributing as an active branch team member.
• Identify opportunities to acquire and develop client relationships by consultatively cross-selling bank products and services.
• Open deposit accounts and educate clients about the bank’s products and services.
• Follow operational, security, and control procedures; ensure activities, transactions, and records comply with bank requirements and help prevent fraud and protect customer assets.
• Research and resolve customer service issues, take ownership, and follow up as needed until resolution.
• Assist branch team members with transactions and operations and provide feedback and coaching to improve team performance.
• Perform branch service transactions, including check reorders, address and name changes, safe deposit box access, outbound wires, account maintenance, and outbound client contact.
• Serve as the primary backup to the Branch Manager or Assistant Branch Manager for operational and service-related functions where applicable.
• Assist with teller functions, including banking transactions by phone or at the drive-up window, accepting deposits, cashing checks, and helping clients with banking needs.
• Assist with branch opening and closing as needed.
• Actively participate in achieving branch sales objectives.
• Maintain service performance above 90% 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.

Benefits

• World-class health, vision, and dental benefits beginning on day one.
• 401(k) with employer match.
• Employee appreciation events, including team-building events, softball games, and food truck days.
• Employee assistance programs (EAP).
• Wellness programs, including flu shots, preventive care, and discounts on health programs and services.
• Tuition reimbursement.
• Employee discount perks.
• Community service events.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed