Relationship Banker – People-First Growth & Benefits

Connectone-Bank; Locust Valley (NY); On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

Health, vision, and dental benefits on

401k with employer match

Employee appreciation events

Employee assistance programs

Wellness programs

Employee discount perks

Community service events

Job summary

ConnectOne Bank Locust Valley, NY is seeking a Banking Relationship Specialist to acquire, retain, and grow banking relationships for business and consumer clients. You will engage customers, cross-sell products, open accounts, and ensure compliance across branch operations.

The role emphasizes a People First culture, professional client interactions, and collaboration with the branch team to meet sales objectives and deliver excellent service.

Qualifications

• Strong needs-based sales skills.
• One to three years bank platform sales and teller experience.
• Detailed understanding of federal banking compliance.
• Strong People First mindset and customer-focused problem solving.
• Effective teambuilding and interpersonal communication abilities.
• Ability to lift items up to 25 lbs.
• Flexible schedule to support business needs.

Responsibilities

• Support the Bank's People First focus and engagement rules by greeting clients by name and maintaining a professional demeanor.
• Cross-sell the Bank's products and services in a consultative manner to acquire and develop relationships.
• Perform account opening for deposit products and educate clients on offerings.
• Ensure all activities and records comply with operational security and control procedures.
• Handle customer service issues by researching, taking ownership, and following up daily until resolution.
• Assist branch team members with transactions and operations; provide feedback to improve performance.
• Perform service transactions including check re-orders, address changes, safe deposit box access, and outbound wires.
• Serve as back-up to Branch Manager for operations and service functions.

Skills

Needs-based sales

Customer service

Interpersonal communication

Team collaboration

Job description

ConnectOne Bank Locust Valley, NY is seeking a Banking Relationship Specialist to acquire, retain, and grow banking relationships for business and consumer clients. You will engage customers, cross-sell products, open accounts, and ensure compliance across branch operations.

The role emphasizes a People First culture, professional client interactions, and collaboration with the branch team to meet sales objectives and deliver excellent service.