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

PI66a8ce743e86-26289-40235772

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Banking Relationship Specialist in Springfield Gardens, 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... 
    Suggested
    Hourly pay
    Local area
    Flexible hours

    ConnectOne Bank

    Woodmere, 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
    4 days ago
  • The Huntington National Bank is seeking a Financial Relationship Banker to help consumer and business customers reach financial goals by building lasting relationships through product recommendations and technology integration. You will provide excellent service, identify... 
    Suggested
    Work at office
    Flexible hours

    0101 The Huntington National Bank

    Brooklyn, NY
    4 days ago
  • Huntington National Bank is seeking a Financial Relationship Banker to help customers achieve financial goals through personalized banking solutions. The role focuses on servicing consumer and business customers, retaining relationships, and proactively identifying customer... 
    Suggested

    Huntington National Bank

    Brooklyn, NY
    4 days ago
  •  ...II in Oklahoma. This role involves building and retaining customer relationships while driving sales of financial products. Candidates should have a high school diploma and preferably 1-3 years of banking experience. Responsibilities include resolving customer issues and... 
    Suggested

    Visionbankok

    Brooklyn, NY
    3 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... 

    Bank of America

    Brooklyn, NY
    1 day 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... 
    Hourly pay
    Flexible hours
    Afternoon shift

    Citizens

    Brooklyn, NY
    3 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... 
    Part time

    Citigroup Inc.

    Franklin Square, NY
    4 days ago
  • $20 - $23 per hour

    Universal Membership Specialist - Banking Location: Oyster Bay, New York Full‑time Pay: $20.00 - $23.00 per hour Benefits Medical, Dental...  ...is responsible for developing and maintaining financial relationships with members. The specialist will identify member... 
    Hourly pay
    Full time
    Temporary work
    Remote work
    Flexible hours

    Nassau Financial Federal Credit Union

    Hicksville, NY
    2 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... 
    Full time
    Part time
    Work experience placement
    Work at office
    Local area
    Immediate start

    Teachers Federal Credit Union

    East Meadow, NY
    3 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... 
    Full time

    Chase

    Cedarhurst, NY
    3 days ago
  • NBT Bancorp Inc. is looking for a Customer Support Specialist in Norwich, NY. The role involves resolving complex customer inquiries through multiple channels while developing training programs for staff. Ideal candidates will have an associates degree with at least 3... 
    Flexible hours

    NBT Bancorp Inc.

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

     ...Credit Union. Universal Membership Specialist. Garden City, 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... 
    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

    Garden City, 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... 
    Full time
    Monday to Friday

    Esquire Bank

    Jericho, NY
    4 days ago
  •  ...External Reporting Associate within the Commercial & Investment Bank team, you will have the chance to cooperate and work across...  ...coordinate internal and external policies Establish and manage relationships with the lines of business, corporate functions, as well as... 
    Bank staff
    Visa sponsorship

    Chase

    Brooklyn, NY
    2 days ago
  • 2026 Global Private Bank Full-time Advisor Program Launch your career in private banking, supporting client relationships in our advisor training program for MBAs graduating in 2...  ...work with a team of bankers, investment specialists, wealth advisors, and lending... 
    Full time
    Work experience placement
    Immediate start
    Visa sponsorship

    Chase

    Garden City, NY
    4 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
    5 days ago
  • $71k - $125k

     ...something that already exists. Partnering / Influencing: Developing relationship building and interpersonal skills; partnerships and influence...  ...: Understands business partner strategy and the business of banking at a high level; asks the right questions; understands... 
    Work at office
    Flexible hours

    KeyBank

    Brooklyn, NY
    4 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
    15 hours ago
  • $82.9k - $110.55k

     ...higher level complexity. Joins credit officer and commercial banking officers on client and prospect calls in multiple markets. Completes...  ...to mitigate credit risks. 15% Join credit officer and relationship managers on client and prospect calls and on period visits and... 
    Full time
    Temporary work
    Part time
    Work visa
    Flexible hours

    NBT Bank

    East Norwich, NY
    15 hours 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... 
    Full time

    JPMorgan Chase & Co.

    Cedarhurst, NY
    4 days 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
    4 days ago
  • $102k - $208k

    Overview The Senior Liquidity Specialist is a subject matter expert responsible for executing...  .... The role partners closely with Relationship Managers (RMs), Treasury Management Sales...  ...clients (e.g., Corporate and Specialty Banking, Government, Middle Market & Commercial... 
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington National Bank

    Brooklyn, NY
    4 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
    2 days ago
  •  ...brings new challenges and opportunities. As a Transactions Specialist IV within JPMorganChase, you will play a pivotal role in managing...  ...spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,... 

    JPMorgan Chase & Co.

    Brooklyn, NY
    3 days ago
  •  ...Responsibilities Identify key risks and trends impacting the wholesale credit portfolio, which includes the Commercial & Investment Bank (CIB), Asset & Wealth Management, and risk-rated businesses within Consumer and Community Banking. Produce a quarterly credit... 
    Work at office

    Chase

    Brooklyn, NY
    4 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
    4 days ago
  •  ...a team of 70 attorneys offering legal counsel to a diverse range of clients. The firm's practice areas include Land Use & Zoning, Banking & Finance, Real Estate, Litigation, and more. FDT takes a client-focused approach, utilizing innovative strategies to provide practical... 
    Full time
    Internship

    Forchelli Deegan Terrana LLP

    Uniondale, NY
    15 hours ago
  • Merck is seeking a Cardiovascular Disease Specialist to drive patient impact by applying scientific expertise and serving as the primary...  ...offices, pharmacies, and hospital clinics. You will develop relationships with cardiologists, PCPs, and other healthcare professionals,... 

    Merck

    Massapequa, NY
    3 days ago
  •  ...looking for an Associate to join us on the Commercial & Investing Bank Banking Learning team!  As a Learning Associate on the...  ...classroom, virtual or on-demand offerings Establish strong relationships and ongoing dialogue with key stakeholders in coordination with... 
    Visa sponsorship

    JPMorgan Chase & Co.

    Brooklyn, 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!