Growth-Driven Banking Relationship Specialist

Socket.dev; Hewlett (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health, vision, dental benefits

401k with employer match

Employee appreciation events

Employee assistance programs

Wellness programs and discounts

Tuition reimbursement

Employee discounts

Community service events

Job summary

ConnectOne Bank in New York offers a dynamic "Client First" banking role. A Banking Relationship Specialist will acquire, retain, and grow business and consumer relationships while collaborating with the branch team to deliver tailored solutions and exceptional service.

Responsibilities include cross-selling, account openings, and ensuring compliance with banking regulations. You will support customers with inquiries while contributing to branch sales objectives.

Qualifications

• Strong needs-based sales skills for banking products.
• 1–3 years of bank platform sales and teller experience.
• Understanding of federal banking compliance requirements.
• Strong People First mindset and customer problem solving.

Responsibilities

• Greet clients and maintain professional branch presence.
• Cross-sell bank products and develop client relationships.
• Open accounts and educate clients on services.
• Ensure transactions and records comply with procedures.
• Handle service issues and follow up to resolution.

Skills

Needs-based sales

Banking sales

Customer service

Interpersonal communication

Teamwork

Flexibility

Job description

ConnectOne Bank in New York offers a dynamic "Client First" banking role. A Banking Relationship Specialist will acquire, retain, and grow business and consumer relationships while collaborating with the branch team to deliver tailored solutions and exceptional service.

Responsibilities include cross-selling, account openings, and ensuring compliance with banking regulations. You will support customers with inquiries while contributing to branch sales objectives.