Client Experience & Service Leader

Socket.dev; Village of Lake Success (NY); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid work from home

Health and dental benefits

401k with employer match

Employee appreciation events

Tuition reimbursement

Job summary

ConnectOne Bank in Lake Success, NY seeks a Client Service Manager to oversee Sales and Service, ensuring an exceptional client experience and smooth daily operations.

You will lead, coach and develop staff, drive performance toward deposit goals, foster a 'People First' culture, and strengthen relationships with local businesses.

This role offers a hybrid work arrangement, comprehensive benefits, and the chance to influence service standards while advancing CNOB’s mission.

Qualifications

• Knowledge of Federal and State banking regulations.
• Familiarity with bank security practices.
• Expert knowledge of deposit and small business lending products and cash management services.
• Strong leadership and coaching abilities.
• Excellent networking and relationship-building skills.

Responsibilities

• Oversee sales and service functions to deliver exceptional client experiences.
• Interview, hire and train staff to maintain high performance.
• Coach employees to engage clients and address issues promptly.
• Ensure compliance with operational, security, and regulatory procedures.

Skills

Banking regulations

Leadership

Networking

Sales experience

Microsoft Office

Education

Undergraduate degree (preferred)

Tools

Microsoft Office

Job description

ConnectOne Bank in Lake Success, NY seeks a Client Service Manager to oversee Sales and Service, ensuring an exceptional client experience and smooth daily operations.

You will lead, coach and develop staff, drive performance toward deposit goals, foster a 'People First' culture, and strengthen relationships with local businesses.

This role offers a hybrid work arrangement, comprehensive benefits, and the chance to influence service standards while advancing CNOB’s mission.