Banking Relationship Specialist
About The Position
Banking Relationship Specialists support ConnectOne Bank’s “Client First” experience by acquiring, retaining, and expanding relationships with business and consumer clients while demonstrating the bank’s culture. The role combines relationship development and consultative sales with account opening, customer service, banking transactions, and branch operational support. The specialist helps maintain branch service standards, safeguards customer assets, follows banking compliance and control procedures, resolves client issues, and contributes to branch sales objectives and community events. The position may also serve as a primary backup for the Branch Manager or Assistant Branch Manager for operational and service-related functions.
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 demonstrate 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 the Bank’s “People First” focus and rules of engagement by greeting clients by name, maintaining a professional demeanor, ensuring the branch reflects bank standards, and actively contributing to the branch team.
- 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 to maintain compliance, prevent fraud, and protect customer assets.
- Research and take ownership of customer service issues, following up daily as necessary until they are resolved.
- 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 primary backup to the Branch Manager or Assistant Branch Manager, where applicable, for operational and service-related functions.
- Assist with teller functions as needed, including phone and drive-up transactions such as accepting deposits, cashing checks, and assisting 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 activities, 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
