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 3 days ago
Similar jobs that could be interesting for youBased on the Banking Relationship Specialist in Roosevelt, NY vacancy
  • $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
    2 days ago
  •  ...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

    Levittown, NY
    3 days ago
  • $45k - $65k

     ...Metropolitan Commercial Bank in Copiague, New York is seeking a Universal Banker to engage with customers, understand their financial...  ...banking solutions. The role involves developing customer relationships and assisting with financial transactions. The ideal candidate... 
    Suggested

    Metropolitan Commercial Bank

    Copiague, 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... 
    Suggested
    Part time

    Citigroup Inc.

    Franklin Square, NY
    2 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... 
    Suggested
    Part time

    JPMorgan Chase & Co.

    Baldwin, NY
    2 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
    4 days ago
  • $20 - $23 per hour

     ...Federal Credit Union Universal Membership Specialist Farmingdale, 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... 
    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

    Farmingdale, NY
    5 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
    3 days ago
  • $43.1k - $58.3k

     ...Lakewood Blvd Job Family Group: Retail Banking Sales & Service Join us in building something...  ...and take pride in building trusting relationships within the community. Please note this...  ...business banking solutions to refer to specialists. Passionate commitment to helping... 
    Part time
    Local area
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Dormont Manufacturing Company

    Long Beach, 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... 
    Part time

    JPMorgan Chase & Co.

    Hempstead, NY
    5 hours 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
  • $64.35k

     ...Travel Percentage Up to 25% Description Technology Delivery Specialist Level 1– Aviation Security Company Location: Corporate...  ...Excellent customer service skills and ability to build positive relationships. Proficiency with Microsoft Office 365 and basic office... 
    Full time
    Work experience placement
    Work at office
    Remote work
    Shift work
    Afternoon shift

    Global Elite Group

    Garden City, NY
    5 days ago
  • $55k - $65k

     ...participants with the knowledge and leadership capabilities necessary for advancement to an Assistant Branch Manager role within Apple Bank's retail banking network. Ideal candidates must exhibit strong initiative, discretion, and sound judgment, taking responsibility for... 
    Work at office

    Apple Bank

    Garden City, NY
    2 days ago
  •  ...conversion, and ensures smooth operations. Ideal candidates thrive in a child-focused environment and prioritize teamwork while building relationships with customers. This position offers flexible hours, paid training, health benefits, and free swim lessons for immediate family.... 
    Immediate start
    Flexible hours

    Safesplash

    Bellmore, NY
    5 days ago
  • $24 - $37.75 per hour

    Job Summary The main responsibility of the Accounting Specialist will be to work primarily with high net worth individuals within our...  ...client deliverables. Build and maintain positive team and client relationships and facilitate proactive communications. Assist with client... 
    Hourly pay
    Private practice
    Local area

    Baker Tilly Advisory Group, LP

    Uniondale, NY
    3 days ago
  •  ...calling to help adults with mental illness by becoming a CORE Peer Specialist. Community Oriented Recovery and Empowerment (CORE)...  ...and/or resilience, improving family and interpersonal relationships, preventing social isolation, connecting with effective and comprehensive... 
    Hourly pay

    Mental Health Assn. of Nassau County

    Hempstead, NY
    10 days ago
  • $56.99k - $66.62k

     ...Billing Coordinator - NYU Langone Reproductive Specialists of New York - Bethpage Administrative/Office Support Mineola, NY ID:...  ...written); ability to interact with, and maintain functional relationships with patients, practice management and staff personnel, insurance... 
    Full time
    Work at office

    NYU Langone Health

    Mineola, NY
    2 days ago
  •  ...Delivery Specialist The Delivery Specialist will maintain and operate store vehicles to deliver parts and/or products to professional customers in a safe and efficient manner. The position also collects money on C.O.D. deliveries and picks up customer returns. Bilingual... 
    Immediate start

    O'Reilly Auto Enterprises, LLC

    Hempstead, NY
    3 days ago
  •  ...operations # Process management # People management # Client relationship # Internal Stakeholder Relationship Management # Audits &...  .../vostro reconciliations Ensure reconciliation between core banking systems, payment platforms, clearing files, and settlement... 
    Contract work
    Flexible hours

    E-Solutions

    Hicksville, NY
    6 days ago
  • Pediatrix is seeking a Newborn Hearing Screen Technician to perform hearing screenings for newborns right after birth in hospitals. You will ensure accurate data collection and provide essential education to parents regarding hearing loss. This position offers flexible...
    Flexible hours
    Shift work
    Weekend work

    Pediatrix

    Oceanside, NY
    5 days ago
  • $45k - $52.5k

     ...mental healthcare and impact millions of lives in a profound way. Responsibilities Communication Skills: As a posting reconciliation specialist, you may be required to communicate with internal teammates, insurance companies or patients for resolution of accounts Attention... 
    Full time
    Temporary work
    Work at office
    Local area

    Dormont Manufacturing Company

    Levittown, NY
    2 days 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
    3 days ago
  • UNMB Home Loans Inc. is seeking a full-time office position focused on handling original loan documents. The ideal candidate must have knowledge of closed loan documents and a basic understanding of the mortgage industry. Responsibilities include reviewing and shipping...
    Full time
    Work at office

    UNMB Home Loans Inc.

    Levittown, NY
    4 days ago
  •  ...The Delivery Specialist will maintain and operate store vehicles to deliver parts and/or products to professional customers in a safe and efficient manner. This position will also collect money on C.O.D. deliveries and pick up customer returns. Bilingual candidates encouraged... 
    Local area
    Immediate start
    Flexible hours

    O'Reilly Auto Parts

    Hempstead, NY
    2 days ago
  • Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often they’re met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral...
    Work at office
    Local area

    Charlie Health, Inc.

    Levittown, NY
    3 days 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
    2 days ago
  •  ...O'Reilly Auto Enterprises, LLC is hiring a Delivery Specialist in Town of Hempstead, NY. The role involves operating vehicles to deliver parts to customers efficiently while collecting payments. Candidates must possess a valid driver’s license and be able to adapt to... 

    O'Reilly Auto Enterprises, LLC

    Hempstead, NY
    2 days ago
  •  ...A leading home improvement retailer is seeking an Asset Protection Specialist in Levittown, NY. This role focuses on preventing financial loss caused by theft and fraud while ensuring compliance with safety programs. The Specialist will monitor physical security, prepare... 

    The Home Depot

    Levittown, NY
    3 days ago
  • $17 - $18.25 per hour

    Planet Fitness is seeking a Front Desk Associate in Town of Hempstead, NY. In this role, you will provide exceptional customer service to members and guests while promoting our Judgement Free Zone®. Responsibilities include greeting members, handling inquiries, and managing...
    Hourly pay

    Planet Fitness

    Hempstead, NY
    2 days ago
  • $30.22 - $32.97 per hour

     ...Position Title: Retention Specialist - Queens Connect Status: Full-Time Compensation: $30.22 - $32.97/ hourly Schedule:...  ...participant needs and program supports to promote long-term employment relationships. Coaching & Supportive Services Deliver... 
    Hourly pay
    Full time
    Contract work
    Monday to Friday
    Flexible hours

    Forest Hills Community House

    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!