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
- ...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 &...SuggestedPart time
- Columbia Bank is looking for a Universal Banker in Lyndhurst, NJ to provide comprehensive banking services to retail customers. The ideal candidate will be responsible for all transactions and personalized account management, engaging customers and addressing their financial...Suggested
- ...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,...SuggestedImmediate startRemote workFlexible hours
- ...The Imaging Specialist is responsible for managing the electronic imaging, indexing, and maintenance of all commercial loan documentation... ...documents so they are imaged and indexed correctly. Knowledge of bank regulatory requirements. Proficient PC skills including...Suggested
- ...Time Associate Banker in Montclair, NJ. The role focuses on delivering exceptional customer service through relationship building and assisting clients with banking transactions. Candidates should have a high school diploma or GED and at least 6 months of customer...Part time
$25 - $28.99 per hour
...Job Identification 210573979 Business Unit Consumer & Community Banking Posting Date 03/24/2025, 04:34 PM Locations Montclair, NJ,... ...making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong...Part time- ...Operator Job Description At Jack Henry, we deliver technology solutions that are digitally transforming and empowering community banks and credit unions to provide enhanced and streamlined user experiences to their customers and members. Our best-in-class products...Work at officeLocal areaWeekend workAfternoon shift
$52k - $94.12k
...Liaise with client regarding ad hoc issues, establish and maintain relationships with client and other external parties: Counterparties, Prime... ...What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world....Temporary workWork at officeFlexible hours- ...Associate Banker You are customer focused, enjoy building relationships, and providing financial advice to your clients. A role as an Associate... ...is for you. As an Associate Banker in Emerging Middle Market Banking, you will play a key role in supporting companies with annual...
- Summary The Experience Optimization Specialist will be integral in optimizing customer interactions... ...across all platforms at Columbia Bank. This role will conduct usability... .... Experience with support and customer relationship management tools (i.e., Salesforce). Proficient...Work at officeWork from home
$45.76k - $52k
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Member Relationship Specialist [Elmwood Park] Full Time 30-39 Hour Elmwood Park Branch, Elmwood Park, NJ, US 30+ days ago Requisition ID: 1002 Salary...Full timeWork at office- ...Vitreoretinal Surgery - Retina Specialist Position Full-time retina position with Prism Vision Group - NJ Retina in Roxbury, NJ,... ...numerous Phase 2 and 3 trials. Effective guidance on referral relationship development and practice building. Collaborative surgical...Full timePrivate practiceRelocation package
- ...financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We... ...Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of...
$15.49 - $55 per hour
...Membership Specialist The Membership Specialist (MS) will represent UFC GYM by providing a welcoming, informative, and entertaining... ...off site promotions including distributing passes, building relationships with local merchants and branding events to inform the community...Hourly payFull timeCasual workLocal areaTrial periodAll shiftsWeekend work- ...InfuCare Rx Revenue Cycle Specialist On-site position only! InfuCare Rx is a leading home infusion provider accredited by URAC... ...questions. Interpret Contracts/Maintain Payor customer service relationships in order to produce accurate claims, validate reimbursement,...Work experience placementWork at office
$44k - $51k
...healthcare for the future. Why you should apply: As a Wellness Specialist, you will join an evidence-based program and a dynamic team... ...employees and applicants in all aspects of the employment relationship, without regard to race, color, national origin, sex, sexual...Permanent employmentTemporary workRelocation packageFlexible hours- ...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
- ...domestic and foreign currency management, revenue and expenditure settlements, account management, trade financing, internal loans, bank loans, investment and wealth management, foreign exchange settlements, and other treasury-related tasks. Oversee the management of...Work from homeOverseasVisa sponsorship
- The Experience Optimization Specialist at Columbia Bank New Jersey will optimize customer interactions across all platforms, ensuring seamless user experiences. The role involves conducting usability tests, analyzing data, and collaborating with teams to enhance client...Work at officeRemote work
- ...reports to detect and prevent fraudulent, suspicious, or erroneous activity. Conduct ACH risk assessments and audits to evaluate the bank's compliance with the ACH rules and regulations, as well as internal policies and procedures. Apply ACH risk management and...Bank staff
- Valley Bank in Clifton, New Jersey is looking for a Payment Operations Specialist. The role involves accurately processing outgoing wires and ensuring compliance with regulations. You will also handle customer inquiries and maintain necessary documentation. The ideal candidate...Work at office
- Forgehealth in Wayne, New Jersey, is seeking a driven outreach professional to expand referral relationships and implement strategic market initiatives. The ideal candidate will have 2+ years of experience in behavioral health or business development, with excellent communication...
$60k - $100k
...through strategic partner engagement. Serve as the face of Forge Health in the market, building, activating, and expanding referral relationships that contribute to sustained census growth and revenue performance. Execute a strategic market activation plan aligned with...Work at officeLocal area$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$43k - $50k
...Job Description Job Description Vocational Specialist Location: Millicent Fenwick House Department: DOC Programs Reports... ...between employers and participants Establish and maintain relationships with potential employers Schedule and supervise community...Work at officeWeekend workAfternoon shift- Responsibilities Receive and review loan documentation for borrowers, guarantors, and related parties for completeness. Add exceptions and ticklers as needed; monitor and resolve outstanding documentation issues. Scan, index, and accurately image loan, credit, and report...
$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$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$20 per hour
...Job Description Position Purpose: The Asset Protection Specialist is primarily responsible for preventing financial loss caused by theft and fraud and supporting safety and environmental program compliance in their assigned store/multiple stores. They utilize tools...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Banking Relationship Specialist. Be the first to apply!


