Client-Centric Banking Relationship Advisor

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

Benefits offered by this job

Health, vision & dental benefits onday

401k with employer match

Employee appreciation events

Employee assistance programs (EAP)

Wellness programs and health discounts

Tuition reimbursement

Employee discounts

CNOB Community Service Events

Job summary

ConnectOne Bank is seeking a Banking Relationship Specialist in Hicksville, NY to build and expand client relationships for business and consumer banking. You will cross-sell products, open accounts, and deliver excellent client service while adhering to bank policies.

The role emphasizes a People First culture, teamwork, and achieving branch sales objectives, with a 90%+ service performance target and active involvement in community events.

Qualifications

• One to three years bank platform sales and teller experience.
• Detailed understanding of federal banking compliance and requirements.
• Strong “People First” approach and ability to understand customer needs.
• Effective teambuilding and interpersonal communication abilities.

Responsibilities

• Greet clients by name and maintain a professional demeanor in the branch.
• Cross-sell bank products and services to build relationships.
• Open accounts and educate clients on products and services.
• Ensure compliance with operational, security and control procedures.

Skills

Sales experience

Banking

Compliance knowledge

People skills

Flexible schedule

Job description

ConnectOne Bank is seeking a Banking Relationship Specialist in Hicksville, NY to build and expand client relationships for business and consumer banking. You will cross-sell products, open accounts, and deliver excellent client service while adhering to bank policies.

The role emphasizes a People First culture, teamwork, and achieving branch sales objectives, with a 90%+ service performance target and active involvement in community events.