Growth-Oriented Banking Relationship Specialist

ConnectOne Bank; Village of Great Neck (NY); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health, vision, and dental benefits on

401k with employer match

Employee events

EAP

Wellness programs

Tuition reimbursement

Employee discounts

Job summary

ConnectOne Bank in New York seeks Banking Relationship Specialist to acquire, retain, and expand business and consumer banking relationships while embodying the ConnectOne culture.

You will greet clients, cross-sell products, open deposit accounts, ensure compliance, and support branch goals. The role requires 1–3 years bank sales/teller experience and strong People First service mindset. We offer day-one benefits and a collaborative, growth-focused environment.

Qualifications

• Sales skills focused on needs-based banking.
• 1-3 years bank sales and teller experience.
• Understanding of federal banking compliance and requirements.
• Strong customer-first mindset and ability to assess needs.
• Ability to lift items up to 25 lbs.
• Flexible schedule to support branch needs.

Responsibilities

• Greet clients by name and support the branch team to meet ConnectOne Bank standards.
• Proactively identify opportunities for relationship acquisition and cross-sell products and services.
• Perform account openings for deposit products and educate clients on offerings.
• Ensure all activities comply with operational, security and control procedures.
• Handle customer service issues, research and follow up until resolution.
• Assist other branch team members with transactions and operations; provide feedback.
• Perform service transactions (checks, updates, wires) and branch support activities.
• Serve as back-up to Branch Manager for operational and service functions.
• Assist Teller functions and support branch opening/closing as needed.
• Contribute to achieving branch sales objectives and maintain high service levels.
• Participate in community events to promote the brand.
• Other duties as assigned.

Skills

Needs-based sales

Customer service

Interpersonal communication

Team oriented

Flexibility

Job description

ConnectOne Bank in New York seeks Banking Relationship Specialist to acquire, retain, and expand business and consumer banking relationships while embodying the ConnectOne culture.

You will greet clients, cross-sell products, open deposit accounts, ensure compliance, and support branch goals. The role requires 1–3 years bank sales/teller experience and strong People First service mindset. We offer day-one benefits and a collaborative, growth-focused environment.