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
- ...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...SuggestedHourly payLocal areaFlexible hours
$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- ...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
- Dormont Manufacturing Co is looking for a customer engagement specialist to lead interactions with clients in Kentucky. This role... ...customer loyalty through comprehensive needs assessments and relationship-building. The ideal candidate will have 2-3 years of relevant...Suggested
- 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...SuggestedWork at officeFlexible hours
- Fifth Third Bank is looking for a Retail Personal Banker I in Mason, Ohio. This role includes a comprehensive 4-8 week onboarding... ...Responsibilities include processing transactions and building customer relationships. The ideal candidate must have a college degree or equivalent...
- 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...
- ...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...
$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 payFlexible hoursAfternoon shift$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- ...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
$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 payFull timeTemporary workWork experience placementRemote workWork from homeFlexible hours- ...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 startAfternoon shift
$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 payFull timeTemporary workWork experience placementWork at officeRemote workWork from homeMonday to FridayFlexible hoursShift work- ...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 staffVisa sponsorship
$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 timeLocal areaMonday to FridayFlexible hoursShift workDay shift$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 officeFlexible hours- ...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 timeWork at officeShift work
- ...Governance Team within Control Management for Consumer and Community Banking (CCB) as well as the International Consumer Bank (ICB). We... ...data‑driven arguments, builds influential cross‑functional relationships across Legal, Compliance, Audit, and Risk, and advises others...Work experience placement
$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 timeTemporary workPart timeWork visaFlexible hours$22.61 - $30.15 per hour
...policies or procedures. Associate Compliance Specialists perform a wide range of tasks. Whether... ...Education and Experience 2+ years of Banking or Regulatory related experience (or... ...Collaborate and establish working relationships at all levels of the company Proficient...Full timeTemporary workPart timeWork at officeWork visaFlexible hours$25 - $27 per hour
Bank of America is looking for a client-facing associate to assist customers via incoming calls, focusing on credit and short-term... ...using available tools. Build, deepen, and retain client relationships to create a positive client experience. Required Qualifications...Hourly payTemporary workShift workDay shiftAfternoon shift$22.61 - $30.15 per hour
...or procedures. The Associate Compliance Specialist performs a wide range of tasks,... .... Education and Experience 2+ years of Banking or Regulatory related experience (or educational... ...Collaborate and establish working relationships at all levels of the company Proficient...Full timeTemporary workPart timeWork at officeLocal areaWork visaFlexible hours- ...creating sales presentations, RFP responses, account schematics, relationship reviews, and other sale-related materials. Analyze... ...of limits for RDC and ACH exposure. Requirements 2-5 years banking (preferably business/commercial) experience. Ability to develop...
$54k - $69k
...Why Work for Quontic? 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...Full timeWork at officeLocal area- ...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
$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 officeRemote workWork from homeFlexible hours- ...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
- ...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 timeContract workWork at officeShift work
- ...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,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Banking Relationship Specialist. Be the first to apply!

