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

PI5f7f69001fc4-26289-40784878

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Banking Relationship Specialist in Fresh Meadows, NY vacancy
  •  ...Description: About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne...  ...Insurance Corporation. About this role Banking Relationship Specialists play a vital role in ConnectOne Client First banking experience... 
    Suggested
    Hourly pay
    Local area
    Flexible hours

    ConnectOne Bank

    Elmont, NY
    1 day ago
  • $45k - $65k

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

    Metropolitan Commercial Bank

    Hempstead, NY
    5 days ago
  • $25 per hour

     ...financial decisions. In this role, you will get to know customers, provide tailored financial solutions, and introduce them to digital banking tools. Strong communication and sales experience are key for success. The position offers competitive pay starting at $25 per hour... 
    Suggested
    Hourly pay
    Flexible hours
    Afternoon shift

    Citizens

    Brooklyn, NY
    4 days ago
  •  ...Bank of America is seeking motivated individuals to engage clients in the lobby, assist with banking transactions, and enhance the client experience. The role demands excellent communication skills, adaptability to new technologies, and an understanding of financial services... 
    Suggested

    Bank of America

    Brooklyn, NY
    2 days ago
  • $50.03k - $65.27k

     ...clients through effective service. Responsibilities include assisting with account openings, resolving customer issues, and adhering to bank policies. Candidates should have 1-3 years of relevant experience and strong communication skills. The position offers a competitive... 
    Suggested
    Part time

    Citigroup Inc.

    Franklin Square, NY
    5 days ago
  •  ...solutions. The successful candidate will be responsible for managing client relationships, assisting with transactions, and educating clients on self-service options, all while ensuring compliance with banking regulations. A high school diploma is required, and prior client... 
    Part time

    JPMorgan Chase & Co.

    Baldwin, NY
    5 days ago
  • $20 - $23 per hour

     ...Federal Credit Union - Universal Membership Specialist. Oyster Bay, New York. Full-time. $20 -...  ...will develop and maintain financial relationships with members, identifying member...  ...members via email, e‑chat, and mobile banking. Process account inquiries, address changes... 
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Remote work
    Work from home
    Flexible hours

    Nassau Financial Federal Credit Union

    Hicksville, NY
    2 days ago
  •  ...Associate Relationship Manager You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship...  ...clients. You will collaborate closely with the firm-wide bank coverage team to ensure seamless service and support. As an... 
    Bank staff

    JPMorgan Chase

    Brooklyn, 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... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Brooklyn, NY
    5 days ago
  •  ...Quontic Bank Job Post Quontic Bank is a CDFI federally chartered digital community bank. We have a customer-centric culture built around helping our customers and giving back to local communities. We're making homeownership simpler, faster, and most importantly, more... 
    Local area

    Quontic

    Corona, NY
    3 days ago
  • $20 - $23 per hour

     ...Job Description Job Description Universal Membership Specialist - Banking Oyster Bay, New York - Full-time $20 - $23 hourly About...  ...for effectively developing and maintaining a financial relationship with our members. This includes identifying member inquiries... 
    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
    6 days ago
  • $41.71k - $49k

     ...referral opportunities that further grow the customer’s relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the...  ...sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to... 
    Part time
    Local area
    Day shift

    Dormont Manufacturing Company

    Brooklyn, NY
    1 day ago
  •  ...high-volume cash transactions while ensuring customer satisfaction and security. Your role will include educating clients on digital banking solutions and maintaining a welcoming atmosphere. The ideal candidate will have a high school diploma, experience in retail or... 
    Part time

    Capital One

    Baldwin, NY
    2 days ago
  • Esquire Bank in Jericho, NY is seeking a Universal Banker responsible for customer service, account opening, and teller duties. This role requires assisting clients with account management and handling transactions efficiently, while maintaining accurate records. The ideal... 
    Full time
    Monday to Friday

    Esquire Bank

    Jericho, NY
    5 days ago
  •  ...Category Process Management Business Unit Consumer & Community Banking Posting Date 06/24/2026, 03:26 PM Locations 1111 Polaris...  ...analytical problem‑solving skills Build and foster collaborative relationships with business partners Deliver continuous process improvement... 
    Full time
    Work at office
    Shift work

    JPMorgan Chase & Co.

    Brooklyn, NY
    1 day ago
  •  ...BELIEVE in what they’re doing! We’re committed to bringing passion and customer focus to the business. Position Summary The Relationship Specialist (RS) drives incremental growth by proactively engaging members, conducting in-depth financial discovery conversations, and... 
    Full time
    Contract work
    Work at office
    Shift work

    Dormont Manufacturing Company

    Brooklyn, NY
    5 days ago
  •  ...Associate J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets... 
    Work at office

    Chase

    Brooklyn, NY
    3 days ago
  • $65k - $161.7k

    S&T Bank is seeking a Treasury Management Officer responsible for developing marketing strategies and managing customer relationships to drive deposit growth. The position requires a four-year college degree with five to ten years of related experience, particularly in... 

    S&T Bank

    Brooklyn, NY
    5 days ago
  •  ...Scheels VISA program in Oklahoma. You will handle applications, maintain confidentiality, assist customers, and ensure compliance with banking standards while delivering friendly service. The role requires strong math skills, proficiency with Excel and Google Drive, and the... 

    SupportFinity™

    Brooklyn, NY
    2 days ago
  •  ...government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a... 

    Chase

    Brooklyn, NY
    1 day ago
  •  ...Job Title Physician Relationship Management Job Description Coordinates and facilitates physician enrollment and network participation activities for various network products and Independent Practice Association (IPA). Acts as liaison between physicians, third... 
    Hourly pay
    Contract work
    Work at office

    FlexStaff Careers

    Manhasset, NY
    5 days ago
  •  ...2026 (20 days left to apply)job requisition id: R66757**Make banking a Fifth Third better** We connect great people to great opportunities...  ...acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to... 
    Work experience placement
    Work at office

    Fifth Third

    Brooklyn, NY
    5 days ago
  • Introduction Make banking a Fifth Third better®. We connect great people to great opportunities. Are you ready to take the next step...  ...sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee‑based services... 
    Work experience placement
    Work at office

    Fifth Third Bank

    Brooklyn, NY
    1 day ago
  • $71k - $125k

    KeyBank is seeking a Lead Quantitative Analytics Associate responsible for developing and validating predictive models to address business needs. Candidates must have a background in statistics, machine learning, and data analysis, along with a Bachelor's degree in a relevant...
    Work at office

    KeyBank

    Brooklyn, 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
    4 days ago
  •  ...communication. As an Asset Associate I within Commercial & Investment Bank, you must have a control focused agenda and understand all...  ...be key. Job Responsibilities Client facing role managing relationship with high profile clients. Liaising with agent banks and... 
    Full time
    Work at office
    Flexible hours

    JPMorganChase

    Brooklyn, NY
    15 days ago
  • $27 - $32 per hour

     ...class). Processes all recertifications for the property. Builds relationships with prospective and current residents and coordinates all...  ...property management software. Provides backup support to Occupancy Specialist as requested by a Supervisor. Fosters a positive, active and... 
    Hourly pay
    Full time
    Work experience placement
    Summer work
    Work at office
    Flexible hours

    Beacon Communities

    New Hyde Park, NY
    2 days ago
  • $64.35k - $65k

     ...Job Description Position Summary The Transition Specialist (TS) provides comprehensive, culturally competent services to individuals...  ...to maximize outcomes for participants. This is a hands-on, relationship-driven role that requires strong engagement skills, effective... 
    Contract work

    Fedcap Rehabilitation Services

    Jamaica, NY
    1 day ago
  • $62.4k

     ...paid time off program, and more. Position Summary The Learning Specialist collaborates with students, faculty, and the Learning...  ...practice, and demonstration of learning. Establishes collaborative relationships with students, faculty, administrators, Career and Academic Advisors... 
    Temporary work
    Trial period
    Flexible hours

    The Culinary Institute of America

    New Hyde Park, NY
    1 day ago
  • $54k - $60k

     ...is looking for dedicated and proactive Behavior Intervention Specialists (BIS) to support our In-Home Direct Support Professionals who...  ...proactive responses to concerns and maintain a positive relationship with the families and individuals served Qualifications and... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Immediate start
    Flexible hours
    Weekend work
    Afternoon shift

    QSAC Inc

    Jamaica, NY
    5 days ago

Do you want to receive more vacancies?

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