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

PI127be1114873-26289-38507136

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Banking Relationship Specialist in Clifton, NJ 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

    Wallington, NJ
    1 day ago
  • $37.44k - $52.8k

     ...WSFS Bank in Delran Township, NJ, is looking for a full-time Personal Banker to enhance customer relationships and promote financial products. You will open accounts, submit loan applications, and handle customer service requests. With a supportive culture and comprehensive... 
    Suggested
    Full time

    WSFS Bank

    Fairview, NJ
    1 day ago
  •  ...Valley Bank is seeking a customer-oriented professional in Oradell, New Jersey. The role requires providing exceptional customer service, educating clients on products, and analyzing their financial needs. Responsibilities include assisting customers with various transactions... 
    Suggested

    Valley Bank

    Oradell, NJ
    22 hours ago
  •  ...Valley Bank in Hackensack, NJ seeks a customer service professional responsible for delivering exceptional service, educating customers about bank products, and analyzing financial needs. Candidates should demonstrate a confident demeanor, participate in community initiatives... 
    Suggested

    Valley Bank

    Hackensack, NJ
    22 hours ago
  •  ...Services Group, Inc. is looking for a Bilingual Korean Business Banking Specialist in Palisades Park, NJ. This role focuses on acquiring and...  ...of financial products to effectively manage banking relationships under $2MM in revenue. #J-18808-Ljbffr PNC Financial Services... 
    Suggested

    PNC Financial Services Group, Inc.

    Palisades Park, NJ
    2 days ago
  • 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... 

    Columbia Bank

    Lyndhurst, NJ
    1 day ago
  • A prominent banking institution in New Jersey seeks a Banking Service Professional who excels in customer service and sales support. Responsibilities include analyzing financial needs, providing exceptional service, and promoting bank products. Ideal candidates will have... 

    Valley Bank

    Waldwick, NJ
    5 days ago
  •  ...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

    JPMorgan Chase & Co.

    Montclair, NJ
    4 days ago
  • $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

    JPMorgan Chase & Co.

    Montclair, NJ
    4 days ago
  • $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 time
    Work at office

    NORTH JERSEY FEDERAL CREDIT UNION, INC.

    Elmwood Park, NJ
    1 day ago
  • $23.75 - $31 per hour

    TD Bank is seeking a Banking Associate to work in Englewood, New Jersey. The role involves processing everyday banking transactions, opening and closing accounts, and providing consultative support to customers. Candidates should have a high school diploma and at least... 

    TD

    Englewood, NJ
    3 days ago
  • $90k - $110k

     ..., and commercial real estate. Our services include investment banking, mortgage banking, private equity, balance sheet lending, investment...  ...report providers (appraisal, engineering, environmental).Relationship & Process ManagementMaintain clear, timely communication with... 
    Work at office
    Flexible hours

    ORIX USA

    East Rutherford, NJ
    4 days ago
  •  ...Relationship Manager In this role you will join our Government Banking team in West Harrison, NY. This is a banking-forward coverage role supporting senior bankers in new client acquisition, relationship deepening, and disciplined portfolio and pipeline management across... 
    Local area

    Chase

    Jersey City, NJ
    1 day ago
  • Valley National Bank in Elmwood Park, New Jersey, is looking for a dedicated customer service representative to provide exceptional service while promoting bank products. The role involves analyzing customer needs, managing new accounts, and ensuring compliance with bank... 

    Valley National Bank

    Elmwood Park, NJ
    3 days ago
  •  ...making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and... 
    Part time

    JPMorgan Chase & Co.

    Paramus, NJ
    5 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.

    Rutherford, NJ
    9 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

    Jersey City, NJ
    2 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

    Jersey City, NJ
    2 days ago
  • $23.75 - $39.62 per hour

    Job Description The Senior Specialist, ACH Risk, supports the monitoring and analysis of risks associated with the Automated Clearing House...  .... This role focuses on reviewing ACH activity across the bank and its clients, identifying potential fraud, compliance, and operational... 
    Hourly pay
    Full time
    Part time

    RadNet

    Clifton, NJ
    1 day ago
  •  ...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... 

    Chase

    Passaic, NJ
    22 hours ago
  •  ...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 office
    Local area
    Weekend work
    Afternoon shift

    Jack Henry And Associates

    Totowa, NJ
    4 days ago
  • $21 - $23 per hour

     ...regional credit union in River Edge, NJ, is seeking a Part-Time Relationship Specialist. This role involves building member relationships and...  ...exhibit excellent communication and interpersonal skills. While banking experience is preferred, it is not mandatory. The starting... 
    Hourly pay
    Part time

    Affinity Federal Credit Union

    River Edge, NJ
    3 days ago
  • 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 office
    Work from home

    Columbia Bank

    Fair Lawn, NJ
    2 days ago
  • 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

    Valley Bank

    Clifton, NJ
    4 days ago
  •  ...Associate Banker You are customer focused, enjoy building relationships, and providing financial advice to your clients. A role as an...  ...is for you. As an Associate Banker in Emerging Middle Market Banking, you will play a key role in supporting companies with annual... 

    Chase

    Saddle Brook, NJ
    5 days ago
  •  ...the effectiveness / success of health care initiatives Build relationships and partner with our financial consultants and vendors to...  ...spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial... 
    Visa sponsorship

    JPMorgan Chase & Co.

    Jersey City, NJ
    11 days ago
  •  ...through effective customer engagement. The ideal candidate should have a high school diploma, with 1+ years of related experience in banking or customer service. PNC offers a comprehensive benefits package along with competitive pay based on skills and experience. #J-188... 

    PNC Financial Services Group, Inc.

    Hackensack, NJ
    2 days ago
  •  ...analyses and assisting in control process development. Foster relationship with Controls Management to strengthen feedback loop relative...  ...spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,... 
    Work at office
    Work visa

    JPMorgan Chase & Co.

    Jersey City, NJ
    a month ago
  • $25 - $30 per hour

     ...route-based service-oriented position supporting our Customer Advocates in establishing, maintaining and building strong customer relationships through responsive and creative sales and service strategies. Support and promote our values and the ImageFIRST way to build the... 
    Hourly pay
    Weekly pay

    ImageFIRST Healthcare Laundry Specialists

    Clifton, NJ
    4 days ago
  •  ...Front Office Specialist EyeCare Partners is the nation's leading provider of clinically integrated eye care. Our national network...  ...Embrace and execute our Total Patient Experience to build relationships with all patients while delivering great service and support.... 
    Work at office

    Walker Surgical Center

    Passaic, NJ
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Banking Relationship Specialist. Be the first to apply!