Client-First Banking Relationship Consultant

ConnectOne Bank; Union (NJ); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

World class health, vision, and dental

401k with employer match

Employee appreciation events

Employee assistance programs (EAP)

Wellness programs and discounts

Tuition reimbursement

Employee Discount perks

CNOB Community Service Events

Job summary

ConnectOne Bank is seeking a Banking Relationship Specialist to strengthen and expand client relationships in both business and consumer banking. You will work within a Branch team, greet clients by name, cross-sell products, open accounts, and ensure compliance with bank policies.

This role emphasizes a People First culture and service excellence in daily banking operations. You’ll collaborate with teammates to meet branch sales goals, support teller functions, and participate in community

Qualifications

• 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” mindset and ability.
• Ability to assess and meet customer needs.
• Effective teambuilding and interpersonal communication abilities are necessary.
• Ability to lift items up to 25 lbs.
• Support a flexible schedule to meet business needs.

Responsibilities

• Acquire, retain, and expand banking relationships for business and consumer clients.
• Cross-sell the Bank’s products and services in a consultative manner.
• Perform account opening for deposit products and educate clients on offerings.
• Ensure all activities and records comply with operational, security and control procedures.
• Handle customer service issues by researching, taking ownership, and following up until resolution.
• Assist other branch team members with transactions and operations, and provide coaching as needed.
• Perform service transactions (check re-orders, address changes, safe deposit box access, wires, etc.).
• Serve as primary back-up to Branch Manager or Assistant Branch Manager where applicable.
• Assist Teller functions including on-site banking transactions and branch opening/closing.
• Contribute to achieving branch sales objectives and maintain high service performance.

Skills

Sales skills

Customer service

Interpersonal communication

People-first mindset

Team collaboration

Adaptability

Job description

ConnectOne Bank is seeking a Banking Relationship Specialist to strengthen and expand client relationships in both business and consumer banking. You will work within a Branch team, greet clients by name, cross-sell products, open accounts, and ensure compliance with bank policies.

This role emphasizes a People First culture and service excellence in daily banking operations. You’ll collaborate with teammates to meet branch sales goals, support teller functions, and participate in community