Banking Relationship Specialist

ConnectOne Bank; Locust Valley (NY); On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

Health benefits

Vision benefits

Dental benefits

401k with employer match

Employee events

EAP

Wellness programs

Tuition reimbursement

Employee discounts

Community service events

Job summary

ConnectOne Bank is seeking a Banking Relationship Specialist in Locust Valley, NY. You will acquire, retain, and expand business and consumer banking relationships while upholding ConnectOne’s Client First culture.

In this role you will cross-sell products, open deposit accounts, and ensure strict compliance with bank procedures. You’ll support branch operations, handle customer issues, and contribute to a high-performance team environment.

Qualifications

• Strong needs-based sales skills.
• 1–3 years bank platform sales and teller experience.
• Detailed understanding of federal banking compliance and requirements.
• Strong “People First” orientation.
• Ability to assess and meet customer needs.
• Effective teambuilding and interpersonal communication abilities.
• Ability to lift items up to 25 lbs.
• ConnectOne Bank culture mastery.
• Flexibility to work a varied schedule.

Responsibilities

• Support the Bank’s “People First” focus and rules of engagement—greeting clients by name, maintaining a professional demeanor, reflecting ConnectOne Bank standards, and collaborating as an active Branch team member to achieve service excellence.
• 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 offerings.
• Ensure all activities, transactions and records comply with operational, security and control procedures, preventing fraud and protecting assets.
• Handle customer service issues by researching, taking ownership, and following up daily until resolution.
• Assist other branch team members with transactions and operations and provide coaching to improve performance.
• Perform branch service transactions 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 Branch Manager or Assistant Branch Manager for operations and service-related functions.
• Assist with Teller functions including banking transactions over the phone or at the drive-up, deposits, checks, and other needs; participate in branch opening/closing as needed.
• Be an active participant in achieving branch sales objectives.
• Maintain 90%+ service performance and reinforce feedback from mystery shops.
• Support retail and community events to promote the brand in line with the retail business plan.
• Perform other duties as assigned.

Skills

Needs-based sales

Bank sales experience

Teller experience

Federal banking compliance

People First

Customer needs assessment

Teamwork & communication

Physical lifting

Culture mastery

Flexible schedule

Education

Bank platform experience

Job description

About us:

Description

About us:

ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we’re builders — of businesses, communities, and equity. Most importantly, we’re building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact.

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 “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”.
• 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.

Must haves:

• 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 are necessary.
• Ability to lift items up to 25 lbs.
• ConnectOne Bank culture mastery.
• To support business needs, ability to work a flexible schedule is required.

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 shot, preventive care, health programs and services discounts, etc..)
• Tuition reimbursement
• Employee Discount perks
• CNOB Community Service Events

…and much, much more!

Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us “a better place to be!”

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. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition.

Salary Description

$22-$27 per hour