Client Service Manager - Hybrid & Elevate Client Experience

ConnectOne Bank

Northern, New York (KY, NY)

Hybrid

USD 55,000 - 75,000

Full time

14 days+
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Benefits offered by this job

Health & dental benefits on day one
401(k) with employer match
Hybrid work from home
Team building events
Employee appreciation programs

Job summary

ConnectOne Bank is seeking a Client Service Manager to oversee sales and service functions and ensure top-tier client experiences. You will lead, coach, and develop a team, manage scheduling and sales strategies, and collaborate across departments to deepen client relationships.

The role requires strong leadership, banking knowledge, and a proven track record of meeting goals. Expect a hybrid work model with focus on community engagement and customer-centric service.

Qualifications

  • Must have knowledge of relevant banking regulations.
  • Familiarity with bank security and safety practices.
  • Expert knowledge of the bank's deposit and small business lending products and cash management services.
  • Proven track record driving sales and achieving goals.

Responsibilities

  • Lead sales and service delivery to ensure outstanding client experience.
  • Hire, train, and coach staff; set development plans and address performance issues.
  • Manage scheduling, sales targets, and operational tasks to meet deposit goals.
  • Maintain and deepen client relationships through onsite engagement and proactive outreach.
  • Ensure compliance with regulatory and internal control procedures.

Skills

Leadership
Networking
Customer service
Sales skills
Coaching

Education

Undergraduate degree preferred

Tools

Microsoft Office

Job description

ConnectOne Bank is seeking a Client Service Manager to oversee sales and service functions and ensure top-tier client experiences. You will lead, coach, and develop a team, manage scheduling and sales strategies, and collaborate across departments to deepen client relationships.

The role requires strong leadership, banking knowledge, and a proven track record of meeting goals. Expect a hybrid work model with focus on community engagement and customer-centric service.

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