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ConnectOne Bank · 10 hours ago

Banking Relationship Specialist

Glen Head, New York

Full-time

Onsite

Entry Level

1+ years exp

ConnectOne Bank is a growth-oriented commercial bank committed to putting people first and empowering employees. The Banking Relationship Specialist plays a crucial role in enhancing client relationships by acquiring, retaining, and expanding banking services for both business and consumer clients while embodying the company's culture.

BankingFinanceFinancial Services

Responsibilities

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”

Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank’s products and services in a consultative manner

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 of the Bank, preventing fraud and protecting customer assets

Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion

Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance

Perform service transactions for the Branch to include check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance and outbound client contact

Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions

Assists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed

Active participation in achieving branch sales objectives

Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops

Supports retail and community events to promote the brand in accordance with the retail business plan

Performs other duties that may be assigned

Qualification

Needs-based sales skillsBank platform sales experienceFederal banking complianceInterpersonal communicationTeambuilding abilitiesCustomer problem solvingConnectOne Bank culture mastery