Banking Relationship Specialist Floater

ConnectOne Bank; Brooklyn; On-site; Full time

Job summary

ConnectOne Bank is seeking a Banking Relationship Specialist Floater to enhance client relationships and perform various banking services. This entry-level position offers a dynamic environment emphasizing a 'People First' culture with opportunities to develop sales skills and client interactions while contributing to the community.

Benefits

World-class health, vision, and dental benefits

401k with employer match

Employee appreciation events

Employee assistance programs

Wellness programs

Employee Discount perks

CNOB Community Service Events

Qualifications

• 1 to 3 years of bank platform sales and teller experience.
• Detailed understanding of federal banking compliance.
• Ability to lift items up to 25 lbs.

Responsibilities

• Acquire and retain banking relationships.
• Cross-sell bank products and services.
• Ensure compliance with operational procedures.

Skills

Needs-based sales skills

Customer service skills

Interpersonal communication

Teambuilding

Education

Bank platform sales and teller experience

Job description

Join to apply for the Banking Relationship Specialist Floater role at ConnectOne Bank.

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About us:

ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry’s future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission.

People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at “a better place to be”.

ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation.

About This Role

Banking Relationship Specialists play a vital role in ConnectOne’s “Client First” banking experience by acquiring, retaining, and expanding banking relationships of both 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”.
• 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 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 including 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.
• Assist with Teller functions as needed including performing banking transactions over the phone or at the drive-up window, 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.
• Maintain a 90%+ service performance and reinforce feedback from mystery shops.
• Support retail and community events to promote the brand in accordance with the retail business plan.
• Perform other duties as assigned.

Must haves :

• 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 “People First” interest and ability.
• Ability to assess and meet customer needs and solve customer problems.
• Effective teambuilding and interpersonal communication skills.
• Ability to lift items up to 25 lbs.
• ConnectOne Bank culture mastery.
• Flexible schedule to support business needs.

Additional information :

Benefits :

• World-class health, vision, and dental benefits on day one.
• 401k with employer match.
• Employee appreciation events (team building, softball games, food truck days, etc.).
• Employee assistance programs (EAP).
• Wellness programs (flu shots, preventive care, health discounts, etc.).
• Employee Discount perks.
• CNOB Community Service Events.

and much, much more!

We encourage applicants from underrepresented groups to apply, even if they do not meet 100% of the qualifications, as roles evolve over time with innovation. We support continuous learning and growth. Apply to help us make ConnectOne “a better place to be!”

ConnectOne Bank is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or protected status under applicable laws.

We also provide reasonable accommodations for individuals with disabilities. Please contact Talent Acquisition if needed.

Salary:

$22-$27

Seniority level:

Entry level

Employment type:

Full-time

Job function:

Finance and Sales, Banking

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