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
PIa214b61f1317-26289-40907130
- ...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...SuggestedHourly payLocal areaFlexible hours
- ...Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them... ...solutions to meet their needs: Wealth Management Electronic Banking Loan Provides prompt, accurate, and efficient customer service...SuggestedTemporary workWork at officeImmediate start
- ConnectOne Bancorp, Inc. is hiring a Banking Relationship Specialist in Morristown, NJ. The successful candidate will engage with clients, support sales initiatives, and ensure a stellar banking experience according to ConnectOne’s 'People First' culture. This role demands...Suggested
- ConnectOne Bank in Morristown, New Jersey, is seeking a Banking Relationship Specialist who will focus on acquiring and retaining both business and consumer clients. You will actively support the Bank's People First initiative and ensure compliance with operational standards...Suggested
- Provident Bank is seeking a Senior Personal Banker in Bernardsville, NJ, to enhance customer relationships and provide excellent service. The ideal candidate will have extensive experience in retail banking, strong interpersonal skills, and a dedication to customer satisfaction...Suggested
- ...role, you will engage with customers, assist them with various banking transactions, and educate them on digital banking solutions.... ...contribute to the branch's success while building lasting customer relationships in a supportive environment. #J-18808-Ljbffr JPMorgan Chase &...Part time
$41.71k - $50k
...Tournament Tr Job Family Group: Retail Banking Sales & Service This is a part time position... ...that further grow the customer’s relationship with BMO beyond personal banking. Welcomes... ...business banking solutions to refer to specialists. Passionate commitment to helping...Part timeLocal areaDay shift- ...Agent Opportunity Are you a licensed insurance agent looking to take your career to the next level? Are you curious about Infinite Banking, tax-free wealth strategies, and how to create real financial impact for families? We're offering a unique opportunity to learn,...Immediate startRemote workFlexible hours
$85k - $115k
...• Proficient in Microsoft Office Suite 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...Full timeWork at officeFlexible hours$180k - $200k
...Underwriting Specialist MSIG USA is the US-based subsidiary of MS&AD Insurance Group Holdings, Inc., one of the world's top P&C carriers... ..., underwriting, and servicing profitable business through relationships with brokers. The Underwriting Specialist within MSIG is a...For contractorsLocal area- ...the VA and the community. The Blind Rehabilitation Outpatient Specialist (BROS) functions independently in a number of settings... ...experience as a professional BROS is credited according to its relationship to the full-time work week. For example, a BROS would receive...Full timeTemporary workPart timeWork experience placementSeasonal workWork at officeLocal areaRemote workWork from homeTrial periodMonday to Friday
- ...for an experienced, responsible, and driven Freelance Event Specialist, Bernardsville, NJ to help us manage the logistics of an upcoming... ...who is organized and detail‑oriented You love building relationships with customers and enjoy customer service Experience with group...Hourly payContract workFreelanceLocal areaRelocationFlexible hoursNight shift
$68.08k - $102.12k
...on contracting and policy guidelines while fostering strong relationships and serving as a key point of contact. Apply sound judgment... ...related to the consultant's status. Partner with Legal Contract Specialists as necessary to manage interactions with HCPs/Institutions...Contract workImmediate start$16.56 - $25 per hour
...Patient Eligibility Specialist As a key contributor to clinical and revenue cycle operations, a Patient Eligibility Specialist plays... ...outgoing, and friendly, fostering positive interactions and relationships. Work Ethic: Demonstrates flexibility and adaptability,...Hourly payWork at office- Peapack Private Bank & Trust in Bedminster Township is seeking a Treasury Management Operations Specialist to support clients and internal teams with Treasury Management products. The role involves client training, troubleshooting, and processing service requests while...
- ...accommodation or an alternative application process. Branch Operational Specialist Regular - Full time Clerical Hanover, PA, US 7 days ago... ...equivalent. A minimum of one (1) year experience in related banking positions as well as bank product and services training. Six (...Full timeBank staff
$100k - $130k
...and real estate. Visit us at to learn more. The Syndicated Bank Loan Closer is responsible for managing the end-to-end settlement... ...regarding trade status and settlement issues. Build strong relationships with agent banks and counterparties to facilitate smooth trade...Temporary workWork at officeLocal area3 days per week- ...Retina Specialist Physician Overview PRISM Vision Group is one of the largest vertically integrated, independent ophthalmology administrative... ...goodwill from established doctors with guidance on referral relationship development and practice-building. Collaborative surgical...
$53.29k - $65k
...Accountant in Whippany, New Jersey. Responsibilities include managing daily reconciliations, preparing journal entries, and overseeing bank transactions. Candidates should have an Associate Accounting degree or above with at least 2 years of accounting experience,...Work at office- ...PT-Stretch Specialists PT-Stretch Specialists are responsible for supporting all members in championing happier, and healthier lives by building and nurturing relationships. They will provide branded Assisted Stretch and Recovery sessions to help members feel and move...Weekly payMinimum wageFull timeContract workTemporary workFlexible hours
$15.92 per hour
...Overview The Order Specialist is responsible for performing daily customer order management tasks that ensure timely, accurate processing... ...our Foundation Principles, which define how we approach our relationships with our employees, vendors, customers and communities and...Full timeLocal areaFlexible hours- ...with government agencies to facilitate the clearance of credits and reimbursement claims maintaining effective communication and relationships Stay updated on changes in regulations and government policies that impact reimbursement processes and communicate these to...
- ...Vitreoretinal Surgery - Retina Specialist Position Full-time retina position with Prism Vision Group - NJ Retina in Bridgewater,... ...numerous Phase 2 and 3 trials. ^ Effective guidance on referral relationship development and practice building. ^ Collaborative surgical...Full timePrivate practiceRelocation package
$34 - $36 per hour
...Specialist, Scheduling and Cell Logistics $34.00/hr - $36.00/hr Job Number: 25-05699 Be part of a company that delivers life-changing... ...practices, and other documentation Establish and maintain a trusted relationship with Client commercial matrix team and treatment sites as...Contract workWork experience placementWork at officeRemote workWork from homeFlexible hoursRotating shift$40k - $80k
...learn and participate in investment management, trading, client relationship management, insurance planning, operations, workflow... ...Wealth Management, Investment Management, Insurance Planning, Banking Strong proficiency in Microsoft Excel, Word, PowerPoint, Outlook...Permanent employmentFull timeWork at office- ...Work Flexibility: Field-based As an Endoscopy OnSite Specialist, you will play an essential role in supporting surgical teams and... ...partners to deliver excellent service and build strong working relationships. ~ Maintain accurate documentation, including detailed...Hourly payFor contractorsWork experience placementWork at officeFlexible hoursNight shiftWeekend work
- ...Senior Therapeutic Specialist, Oncology Gilead's mission is to discover, develop and deliver therapies that will improve the lives... ...the assigned area. They focus on establishing strong working relationships with healthcare practices to provide timely delivery of disease...Work at officeWorldwide
$153.94k - $199.21k
...life-threatening illnesses worldwide. As a Senior Therapeutic Specialist, Oncology you are responsible for representing Gilead's... ...the assigned area. They focus on establishing strong working relationships with healthcare practices to provide timely delivery of disease...For contractorsWork at officeLocal areaWorldwide$24.75 - $26.75 per hour
...to ensure product is available for our guest. They also build relationships inside and outside of Target, including store leaders and... ...develop skills for a career. The role of an Assets Protection Specialist can provide you with the skills and experience of :...Hourly payTemporary workWork experience placementLocal areaFlexible hoursShift workNight shift$50k
...Personal Solutions Specialist The Personal Risk Services (PRS) practice delivers tailored risk management and insurance consultation... ...new business sales and retention. This role emphasizes relationship building, consultative selling, and collaboration with internal...Temporary workLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Banking Relationship Specialist. Be the first to apply!

