Hybrid Client Experience Leader - Banking Services

Paylocity; West New York (NJ); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

World class health, vision, and dental

401k with employer match

Hybrid work from home

Team building events

Employee assistance programs

Wellness programs

Tuition reimbursement

Employee discounts

Community service events

Job summary

ConnectOne Bank seeks a Client Service Manager to oversee Sales and Service, ensuring all operations are performed to deliver an excellent client experience. You will lead staffing, training, and ongoing coaching to drive deposit growth and service excellence.

In this role, you will manage customer relationships with onsite engagement and proactive outreach, ensure regulatory compliance, and promote the ConnectOne brand within the community. Hybrid work options may apply.

Qualifications

• Knowledge of relevant Federal and State banking regulations.
• Familiarity with Bank security and safety practices.
• Expert knowledge on the Bank’s deposit and small business lending products and cash management services.
• Proficiency with Microsoft Office applications is preferred.
• Strong leadership skills and coaching abilities.
• Exceptional networking and relationship building skills.

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”.
• 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; 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.
• Energize, motivate and support active team participation in all campaigns and initiatives.
• Instill a team culture and model expected behaviors.
• Assess performance and create development plans; develop action plans to address performance issues as appropriate.
• Educate clients about products and services that will help them save time and money and protect their assets.
• Promote the ConnectOne brand by building relationships with local businesses and demonstrating strong community involvement.
• Partner with the Business Relationship Manager, Sales and Service Leader, Lenders and others to develop and execute sales strategies for meeting deposit goals and service expectations.
• Manage scheduling, sales, and operational tasks.
• Maintain the appearance of the facility inside and out as outlined in the Look & Feel Guide.
• Ensure all activities, transactions, and records are in compliance with operational, security, and control procedures of the Bank, as well as all applicable laws and regulations.
• Perform other duties as assigned.

Skills

Leadership

Coaching

Networking

Relationship building

Conflict resolution

Microsoft Office

Education

Undergraduate degree

Job description

ConnectOne Bank seeks a Client Service Manager to oversee Sales and Service, ensuring all operations are performed to deliver an excellent client experience. You will lead staffing, training, and ongoing coaching to drive deposit growth and service excellence.

In this role, you will manage customer relationships with onsite engagement and proactive outreach, ensure regulatory compliance, and promote the ConnectOne brand within the community. Hybrid work options may apply.