Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Banking Relationship Specialist

ConnectOne Bank

Description:

About us:

ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, were builders of businesses, communities, and equity. Most importantly, were building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact.

ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industrys future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission.

People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at a better place to be.

ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation.

About this role

Banking Relationship Specialists play a vital role in ConnectOne Client First banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture.

In this role you will:
  • Support the Banks People First focus and rules of engagementgreeting clients by name, maintaining a professional demeanor, ensuring the branch reflects ConnectOne Bank standards and working as an active member of the Branch team, always striving to make ConnectOne Bank A Better Place to Be.
  • Proactively identify opportunities for relationship acquisition and development by cross-selling the Banks products and services in a consultative manner.
  • Perform account opening for deposit products and educate clients on the Banks product and service offerings.
  • Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets.
  • Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion.
  • Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance.
  • Perform service transactions for the Branch to include check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance and outbound client contact.
  • Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions.
  • Assists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed.
  • Active participation in achieving branch sales objectives.
  • Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops.
  • Supports retail and community events to promote the brand in accordance with the retail business plan.
  • Performs other duties that may be assigned.
Must haves:
  • Strong needs-based sales skills.
  • One to three years bank platform sales and teller experience.
  • Detailed understanding of federal banking compliance and requirements.
  • Strong People First interest and ability.
  • Strong ability in assessing and meeting the needs of customer and/or solving customer problems.
  • Effective teambuilding and interpersonal communication abilities are necessary.
  • Ability to lift items up to 25 lbs.
  • ConnectOne Bank culture mastery.
  • To support business needs, ability to work a flexible schedule is required.
Additional information:

Benefits:

  • World class health, vision, and dental benefits on day one
  • 401k with employer match
  • Employee appreciation events (team building, softball games, food truck days, etc..)
  • Employee assistance programs (EAP)
  • Wellness programs (flu shot, preventive care, health programs and services discounts, etc..)
  • Tuition reimbursement
  • Employee Discount perks
  • CNOB Community Service Events

.and much, much more!

Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us a better place to be!

ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law.

ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition.

Requirements:

Compensation details: 22-27 Hourly Wage

PI4d4004c2bf24-26289-40235772

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Banking Relationship Specialist in Jericho, NY vacancy
  • Description: About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne,...  ...Deposit Insurance Corporation. About this role Banking Relationship Specialists play a vital role in ConnectOne “Client First” banking... 
    Suggested
    Hourly pay
    Local area
    Flexible hours

    ConnectOne Bank

    Hicksville, NY
    5 days ago
  •  ...commitment to 'People First.' The ideal candidate will engage with clients, identify sales opportunities, and ensure compliance with banking standards. A strong background in sales, along with effective communication skills, is essential. This position offers competitive... 
    Suggested
    Flexible hours

    ConnectOne Bank

    Glen Head, NY
    3 days ago
  • $45k - $65k

    Metropolitan Commercial Bank is looking for a Universal Banker in the Town of North Hempstead. This role involves engaging with customers...  ...range of $45,000 - $65,000 annually, and a commitment to customer relationships is critical. #J-18808-Ljbffr Metropolitan Commercial Bank
    Suggested

    Metropolitan Commercial Bank

    Hempstead, NY
    3 days ago
  • $28.5 - $34 per hour

     ..., we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting...  ...and meet member financial needs Regularly connect and build relationships with assigned branches and teammates Generate deposit balance... 
    Suggested
    Full time
    Part time
    Work experience placement
    Work at office
    Local area
    Immediate start

    Teachers Federal Credit Union

    East Meadow, NY
    18 hours ago
  • $20 - $23 per hour

     ...Federal Credit Union Universal Membership Specialist Oyster Bay, New York Full-time...  ...Universal Membership Specialist - Banking. Salary: $20.00 - $23.00. Shift...  ...developing and maintaining a financial relationship with our members. This includes identifying... 
    Suggested
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Work from home
    Monday to Friday
    Flexible hours
    Shift work

    Nassau Financial Federal Credit Union

    Oyster Bay, NY
    1 day ago
  • $80.8k - $92.2k

     ...Treasury Management Associate Aligned to one or more Commercial Banking business segments, the Treasury Management Associate (TMA)...  ...products), along with assisting TM Sales with ongoing client relationship management activities. The goal of the position is to acquire... 
    Full time
    Part time
    Local area

    Capital One Financial Corp

    Jericho, NY
    1 day ago
  • Valley National Bank in Jericho, New York, seeks a customer-oriented professional responsible for providing exceptional service and educating clients on a variety of bank products. This role involves analyzing financial needs, making appropriate product recommendations... 

    Valley National Bank

    Jericho, NY
    1 day ago
  • $46k - $53k

     ...Classification: Sales Department: Retail Banking Status: Salaried/Non-exempt...  ...Efforts will focus on building full banking relationships with current customers and prospects...  ...insurance and investment products. Refer to specialists as required. Engage with customers... 
    Temporary work
    Local area

    Flushing Bank

    New Hyde Park, NY
    4 days ago
  •  ...them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing...  ...brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with... 
    Part time

    JPMorgan Chase & Co.

    Plainview, NY
    2 days ago
  •  ...them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing...  ...brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with... 
    Part time

    JPMorgan Chase

    Rockville Centre, NY
    4 days ago
  • $24 - $29 per hour

     ...Nassau Financial Federal Credit Union Sr. Membership Specialist - Banking Oyster Bay, New York•Full-time $24 - $29 hourly About the Job: Overview of the Role: The primary function of this position is to assist Nassau Financial Federal Credit Union to live... 
    Hourly pay
    Full time
    Work experience placement
    Live out

    Nassau Financial Federal Credit Union

    Garden City, NY
    a month ago
  •  ...Physician Relationship Management Coordinates and facilitates physician enrollment and network participation activities for various network products and Independent Practice Association (IPA). Acts as liaison between physicians, third-party insurance administrators... 
    Hourly pay
    Contract work

    FlexStaff Careers

    Manhasset, NY
    13 days ago
  •  ...at creating a positive business culture About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in... 
    Flexible hours

    UBS

    Melville, NY
    21 hours ago
  • $86.25k

     ...to Talk to You! The Difference You Make: The Corporate & Investment Banking Associate, Underwriting & Portfolio Management, underwrites and manages a portfolio of FIG loan relationships, and routinely monitors them for risks inherent in the loan portfolio. The... 
    Hourly pay
    Contract work
    Work experience placement
    Work at office
    Shift work

    Santander Bank

    Roosevelt, NY
    7 days ago
  • $56k - $67k

     ...Discount Program We also offer social responsibility initiatives covering a wide range of business aspects and employee relationships such as supporting local communities, educating, and empowering workers, promoting gender equality and minorities, reducing our... 
    Temporary work
    Local area
    Remote work
    Flexible hours
    Shift work
    Night shift

    Purolator International

    Jericho, NY
    4 days ago
  • $26 - $28 per hour

     ...Director of Long Island Residential Programs, the Vocational Specialist will provide direct supervision to youth as they obtain both...  ..., problem solving, communication, etc. Formulate positive relationships with businesses to potentially place youth for employment.... 
    Temporary work
    Part time
    Work experience placement
    Local area

    MercyFirst

    Syosset, NY
    3 days ago
  •  ...Reporting to the Sales and Service Manager, the STUDIO Performance Specialist delivers world-class service through expert instruction and...  ...experience that improves their game and drives lasting relationships. The STUDIO Performance Specialist is responsible for achieving... 
    Hourly pay
    Work at office
    Immediate start
    Flexible hours
    Night shift

    PGA TOUR Superstore

    Westbury, NY
    4 days ago
  •  ...refers to appropriate member of the care team, if necessary, and informs supervisor of actions taken. Promote positive co-worker relationships, teamwork and cooperation. Work collaboratively and is respectful of others. Take individual responsibility for providing... 

    Brookville Center for Children's Services

    Glen Head, NY
    3 days ago
  • $19.23 - $24.04 per hour

    Club Champion is looking for a Golf Sales Specialist/Master Fitter in Syosset, NY, who will provide customers with exceptional fitting...  ..., ensuring the highest standards while managing customer relationships. This role involves conducting fitting experiences, building... 
    Hourly pay

    Club Champion

    Syosset, NY
    1 day ago
  • $22 - $25.25 per hour

     ...Studio Fitting Specialist 22.00 - 25.25 USD Hourly At PGA TOUR Superstore, we are always looking for enthusiastic, self-motivated...  ...customer to provide world-class service, building lasting relationships that encourage repeat business. Key duties include achieving... 
    Hourly pay
    Work at office
    Flexible hours
    Night shift

    PGA TOUR Superstore

    Westbury, NY
    3 days ago
  • $20.5 per hour

     ...org. Overview: Join our team as a Community Habilitation Specialist and make a meaningful impact in the lives of our program...  ...the field of disability support, but you’ll also build lasting relationships and create memories that will stay with you forever. Minimum... 
    Full time
    Part time
    Remote work
    Monday to Friday
    Flexible hours
    Weekend work

    Community Mainstreaming Associates

    Westbury, NY
    4 days ago
  • $21 - $24 per hour

     ...help. Everyone on our team from our doctors, nurses, and Care Specialists to our HR, Technology, and Business Services staff are driven...  ...plus Key Behaviors: Engagement:  ~ Proactively builds relationships with potential patients, ensuring they feel informed and... 
    Full time
    Local area
    Flexible hours

    Upward Health

    Melville, NY
    1 day ago
  • $24 - $27.5 per hour

     ...institutions leave behind. We’re embedded throughout the credit card ecosystem as a lender, servicer, and merchant acquirer.Who We AreMerrick Bank: The bank that buildsCardWorks Servicing: One partner, total performanceCarson Smithfield: Resolution with respectWith nearly 40... 
    Hourly pay
    Work at office
    Local area
    Shift work

    CardWorks Servicing

    Syosset, NY
    4 days ago
  •  ...a purpose such as Schivo Medical where we work by enhancing peoples lives by making the highest quality products. Calibration specialist Position overview: The Calibration Technician verifies inspection inventory of gages issued to production and plans schedules... 
    Work at office

    Schivo Medical

    Plainview, NY
    23 days ago
  • $20 - $25 per hour

     ...passionate and enthusiastic Summer Activity Instructors- Theater Specialists. Multiple Openings across 5 Boroughs! Who we are: New...  ...cosmetologists What will you do: Build strong relationships with and among students Organize, lead, and promote interest... 
    Part time
    Summer work
    Seasonal work
    Local area
    Monday to Friday

    NEW YORK EDGE, INC

    Hollis, NY
    28 days ago
  • $50k

     ...connect individuals with essential community resources so they can move forward and thrive in work, school, home life, and social relationships. As a part of our ACT team, you’ll be working as a collaborative, mobile, multi-disciplinary treatment team, both in office and... 
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Work from home
    Flexible hours

    RiseWell Community Services

    West Babylon, NY
    3 days ago
  •  ...Description Make an impact where it counts. As an Underwriting Specialist, youll play a critical role in evaluating and managing risk...  .... This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary... 
    Hourly pay
    Contract work
    Work at office
    Work from home
    Visa sponsorship
    Work visa

    National General

    Uniondale, NY
    1 day ago
  • Northwell Health is seeking a Sterile Processing Technician located in the Town of Oyster Bay, New York. In this role, you will perform duties related to the decontamination, sterilization, packaging, and distribution of surgical instruments. Candidates must hold a high...

    Northwell Health

    Hicksville, NY
    1 day ago
  •  ...Family Service League is seeking a full-time Housing Specialist for Program Home in Huntington, NY. The Housing Specialist reports...  ...process, is familiar with housing resources, is able to formulate relationships with landlords and brokers, inspect apartments, accompany... 
    Permanent employment
    Full time
    Temporary work
    Local area
    Monday to Friday
    Flexible hours

    Family Service League

    Huntington, NY
    3 days ago
  • Job DescriptionPosition Purpose:The Asset Protection Specialist is primarily responsible for preventing financial loss caused by theft and fraud and supporting safety and environmental program compliance in their assigned store/multiple stores. They

    Home Depot

    Jericho, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Banking Relationship Specialist. Be the first to apply!