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About the Role
Banking Relationship Specialists are essential to ConnectOne's "Client First" banking experience, focusing on acquiring, retaining, and expanding client relationships while embodying the ConnectOne Culture.
Responsibilities
- Support the Bank’s “People First” focus and rules of engagement.
- Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank’s products and services.
- Perform account opening for deposit products and educate clients on the Bank’s product and service offerings.
- Ensure all activities, transactions and records are in compliance with operational, security and control procedures.
- Handle customer service issues by conducting research, taking ownership, and following up until conclusion.
- Assist other branch team members with transactions and overall operations.
- Perform service transactions for the Branch.
- Serve as primary back-up to the Branch Manager or Assistant Branch Manager.
- Assists with Teller functions as needed.
- Active participation in achieving branch sales objectives.
- Maintains a 90% plus service performance and reinforces feedback gained from mystery shops.
- Supports retail and community events to promote the brand.
- Performs other duties that may be assigned.
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 the needs of customer 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 is required.
Skills
- Sales
- Teller experience
- Banking compliance
- Customer service
- Teambuilding
- Interpersonal communication
Location
- Onsite
Work Type
- Full-time
Experience Level
- 1-3 years
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
About the Company
- ConnectOne Bank is a growth organization founded in 2005 by an entrepreneur, which has grown into a high-performing commercial bank.
- The bank embraces technology to support small business owners by fueling their mission.
- ConnectOne Bank is a member of the Federal Deposit Insurance Corporation.
Equal Opportunity
- ConnectOne Bank is an Equal Housing and Equal Opportunity Lender.
- ConnectOne Bank is an equal opportunity employer and does 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.
- ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws.