Client Service Manager

ConnectOne Bank; Village of Lake Success (NY); On-site; USD 90,000 - 110,000; Full time

Job summary

ConnectOne Bank is seeking a Client Service Manager to oversee Sales and Service functions and ensure staff perform operations accurately, while delivering an exceptional client experience. You will lead, train, and coach team members, manage escalations, and maintain in-depth knowledge of ConnectOne Bank product offerings.

The role emphasizes People First culture, urgency in action, and proactive engagement with clients and staff. Onsite leadership in a dynamic community bank environment awaits.

Responsibilities

• Support the Bank’s “People First” focus and rules of engagement—maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB “A Better Place to Be”.

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:

The Client Service Manager (CSM) oversees the overall Sales and Service functions, and ensures that all operational functions are completely and properly performed by the staff. All this, while staying true to the Client Experience.

In this role you will:

• Support the Bank’s “People First” focus and rules of engagement—maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB “A Better Place to Be”.
• Sense of Urgency - be swift in taking action, provide answers/solutions, be responsive, meet deadlines.
• Make an Impact - ensure your work adds value to the Client, company, and team.
• We Connect - engage employee networks to promote and improve our company culture and employee engagement.
• Forward Thinking - Plan and strategize; anticipate and prepare.
• Interview, hire and train staff.
• Manage and coach employees to engage clients, address issues promptly and effectively, and create an environment that encourages all to provide an amazing client experience.
• Facilitate regular team meetings/huddles to educate and inform.
• Assist Bankers in maintaining and deepening existing client relationships through onsite engagement and proactive outbound calling.
• Perform account opening for deposit products; educate and provide an Amazing client on-boarding experience.
• Conduct transactions including cash and/or checks (use of a TCR may be required); support teammates with transactions and overall operations.
• Maintain expert knowledge of ConnectOne Bank’s products and services.
• Fulfill service requests, including account maintenance.
• Take ownership of escalated Client service issues to full resolution.