Banking Relationship Specialist

ConnectOne Bancorp • White Plains, NY

120d • $22 - $29

About The Position

Banking Relationship Specialists play a vital role in ConnectOne 'Client First' banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture. In this role you will support the Bank's 'People First' focus and rules of engagement-greeting clients by name, maintaining a professional demeanor, ensuring the branch reflects ConnectOne Bank standards and working as an active member of the Branch team, always striving to make ConnectOne Bank 'A Better Place to Be'. You will proactively identify opportunities for relationship acquisition and development by cross-selling the Bank's products and services in a consultative manner. Additionally, you will perform account opening for deposit products and educate 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 is also a key responsibility.

Requirements

• Strong needs-based sales skills.
• One to three years 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 customer needs.
• Effective teambuilding and interpersonal communication abilities.
• Ability to lift items up to 25 lbs.
• ConnectOne Bank culture mastery.
• Ability to work a flexible schedule.

Responsibilities

• Support the Bank's 'People First' focus and rules of engagement.
• Proactively identify opportunities for relationship acquisition and development.
• Perform account opening for deposit products and educate clients on offerings.
• Ensure compliance with operational, security and control procedures.
• Handle customer service issues and follow up until resolution.
• Assist other branch team members with transactions and operations.
• Perform service transactions for the Branch.
• Serve as primary back-up to the Branch Manager or Assistant Branch Manager.
• Assist with Teller functions as needed.
• Participate in achieving branch sales objectives.
• Maintain a 90% plus service performance.
• Support retail and community events to promote the brand.
• Perform other duties as assigned.

Benefits

• World class health, vision, and dental benefits on day one.
• 401k with employer match.
• Employee appreciation events.
• Employee assistance programs (EAP).
• Wellness programs.
• Tuition reimbursement.
• Employee Discount perks.
• CNOB Community Service Events.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 251-500 employees