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

PIbdf3c674a678-26289-40784878

Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Banking Relationship Specialist in Greenlawn, NY vacancy
  • $21 - $22 per hour

    UMB Bank in Brentwood, Missouri is seeking a Personal Banker to build customer relationships and recommend financial products. The role involves training on UMB’s offerings and engaging effectively with customers to meet their financial goals. Ideal candidates should have... 
    Suggested

    UMB Bank

    Brentwood, NY
    4 days ago
  • $23 - $26.98 per hour

     ...reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting...  ...to executive leadership roles. Summary The Contact Center Specialist serves as the first point of contact for incoming calls, establishing... 
    Suggested
    Full time
    Part time
    Work at office

    Teachers Federal Credit Union

    Brentwood, NY
    23 hours ago
  • $20 - $23 per hour

     ...Federal Credit Union Universal Membership Specialist Oyster Bay, 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 identifying... 
    Suggested
    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

    Oyster Bay, NY
    4 days ago
  • $225k

    Company Profile:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwide, including corporations, governments, and individuals... 
    Suggested
    Temporary work
    Worldwide

    Morgan-Stanley

    Central Islip, NY
    1 day ago
  • $28 - $33.5 per hour

     ...reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting...  ...through Saturday work schedule Summary The Loss Mitigation Specialist is responsible for managing a queue of delinquent in house portfolio... 
    Suggested
    Full time
    Part time
    Work at office
    Immediate start

    Cooper Farms

    Brentwood, NY
    10 hours ago
  • $21.5 per hour

     ...OverviewJob Description**Position Purpose:**The Asset Protection Specialist is primarily responsible for preventing financial loss caused...  ..., or office, supporting daily operations and building strong relationships with their teams.* ## ONLINE ASSESSMENTAs part of the... 
    Hourly pay
    Work at office
    Local area
    Immediate start

    The Home Depot

    Commack, NY
    23 hours ago
  •  ...Family Service League is seeking a full-time Vocational Specialist to work in our Personalized Recovery Oriented Services (PROS)...  ...office and community-based settings. Develop and maintain relationships with employers to identify employment opportunities and support... 
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours

    Family Service League Inc.

    Huntington, NY
    16 days ago
  • $19 - $20 per hour

     ...Bank Specialist Islandia, NY, United States $ 19.00 - 20.00 (US Dollar) Bank Specialist needs 2 years branch experience Bank Specialist requires: New account experience Branch (banking) experience. Understand the account opening process. Know how... 

    Global Channel Management

    Islandia, NY
    10 hours ago
  • $32 - $38 per hour

     ...across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive...  ...career opportunities. Summary The Community Affairs Specialist provides support for various activities designed to engage and... 
    Hourly pay
    Full time
    Part time

    Teachers-Federal-Credit-Union

    Brentwood, NY
    1 day ago
  •  ...Anywhere in U.S. / Generous Compensation / Comprehensive Employee Benefits / Robust training and development plans - As a Call Center Specialist (Full Time - Work From Home), you will: Provide excellent customer service to clients over the phone; Handle inbound and outbound... 
    Remote work
    Work from home

    Strativia

    Huntington Station, NY
    1 day ago
  • $17 - $25 per hour

    Mount Sinai Health System is seeking a Patient Service Representative. This role requires providing top-notch customer service, scheduling appointments, and serving as a liaison within the access center. The ideal candidate should possess excellent communication skills...
    Hourly pay

    Mount Sinai Health System

    Greenlawn, NY
    1 day ago
  • $54k - $60k

     ...Behavior Intervention Specialist ( BIS ) – Family Services Job Category: Clinical Requisition Number: BEHAV008229 Apply now Posted :...  ...ensure 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

    Quality Services for the Autism Community

    Melville, NY
    10 hours ago
  •  ...Restorations of NY Inc. is seeking an experienced Auto Parts Specialist with extensive knowledge of 1960s–1970s GM, Ford, Chrysler, and...  ...GM, Ford, Chrysler, and Classic Ford Bronco vehicles Manage relationships with restoration and performance parts vendors Maintain and... 

    Paul's Auto Restorations of NY Inc

    Deer Park, NY
    1 day ago
  • $225k - $275k

     ...VeterinarY Internal Medicine Specialist (Board Certified / Diplomate / Residency Trained) J331164 Huntington Beach New York USD225K- USD275K / Year This specialty center is seeking a dedicated Internal Medicine Specialist to join its growing team in Huntington, New York... 
    Part time
    Relocation package
    Flexible hours
    Day shift

    Global Talent Partners Veterinary

    Huntington, NY
    4 days ago
  • $20.5 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

    Home Depot

    Commack, NY
    10 hours ago
  • $150k - $200k

     ...financial services firm providing a wide range of investment banking, securities, investment management and wealth management services...  ...and equity-derivative securities. Our broad and deep client relationships, market-leading platform and intellectual insights enable us to... 
    Temporary work
    Worldwide

    Morgan-Stanley

    Central Islip, NY
    1 day ago
  • Elijahhouseliving in Commack, NY is seeking a dedicated professional to perform exams, take ear impressions, and fit hearing aids. The ideal candidate will also manage customer files and ensure a high level of service. In addition to a rewarding role, the position offers...

    Elijahhouseliving

    Commack, NY
    10 hours ago
  • $41.86k

     ...Options for Community Living, Inc. is looking for a Wellness Specialist to join our team! An ideal candidate should meet the following...  ...providers. Maintain directory of facilities and establish relationships at such facilities in event of client discharge or acute stay... 
    Full time
    Temporary work
    Part time
    Relocation package
    Monday to Friday
    Flexible hours

    Options for Community Living

    Ronkonkoma, NY
    4 days ago
  •  ...A retail company is seeking an Asset Protection Specialist responsible for minimizing financial loss through theft and fraud, while ensuring safety compliance. They will utilize CCTV and other tools to monitor store security, prepare case reports, and interact with law... 

    The Home Depot

    Huntington, NY
    4 days ago
  • $20 - $25.5 per hour

     ...protected veteran status or any other characteristic protected by law. Description JOB SUMMARY: The Authorization/Referral specialist works in the Authorization Department as a liaison between the physician and the patient. The position interfaces with physicians... 
    Full time
    Part time
    Work at office
    Shift work

    Stony Brook Medicine

    Commack, NY
    2 days ago
  • $175 per day

     ...Currently looking to support the NYC/Long Island Area. The Fitting Specialist will be responsible for setting up and conducting our fitting...  ...the local Territory Sales Manager to maintain outstanding relationships with our accounts. YOUR TALENT High school diploma; college... 
    For contractors
    Local area
    Flexible hours
    Weekend work

    PUMA North America, Inc.

    Deer Park, NY
    10 hours ago
  •  ...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 to minimize loss to... 

    The Home Depot

    Huntington, NY
    4 days ago
  •  ...Legal Specialist # Legal SpecialistMELVILLE, NY 11747## OverviewSalary Range$16.00 - $19.00 Hourly## Description**Litigation in Motion...  ...is uniquely positioned with in-depth experience that builds relationships alongside results. Our team of industry experts brings innovation... 
    Hourly pay
    Full time
    Work at office
    Remote work

    Cadex Solutions Corporation

    Melville, NY
    1 day ago
  • A national investigative services firm is seeking a meticulous SIU Investigator in New York. This role involves conducting thorough investigations into potential fraud and misconduct, ensuring ethical practices. Responsibilities include scene recreations, witness statements...

    ISG

    Huntington, NY
    10 hours 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
    3 days ago
  • $175 per day

     ...looking to support the NYC/Long Island Area. The Fitting Specialist will be responsible for setting up and conducting our fitting...  ...with the local Territory Sales Manager to maintain outstanding relationships with our accounts. YOUR TALENT High school diploma;... 
    For contractors
    Local area
    Flexible hours
    Weekend work

    PUMA North America, Inc.

    Deer Park, NY
    2 days ago
  • $21 - $22 per hour

     ...veteran status or any other characteristic protected by law. Description Job Summary: The Insurance Benefits Verification Specialist plays a crucial role in the fertility practice by ensuring accurate insurance coverage for patients. This position requires... 
    Hourly pay
    Full time
    Part time
    Work at office
    Flexible hours
    Shift work

    Stony Brook Medicine

    Commack, NY
    2 days ago
  •  ...The Home Depot is seeking an Asset Protection Specialist in Commack, NY. This role is primarily responsible for minimizing financial loss due to theft and fraud while ensuring compliance with safety regulations. You will monitor store security, review surveillance footage... 

    The Home Depot

    Commack, NY
    3 days ago
  • $30 per hour

     ...to help clients improve their health and quality of life. Compensation for this position is hourly plus tips. Summary: An iV Specialists key role is to ensure clients are provided with intravenous medication and other fluids harmlessly. It is pertinent for infusion... 
    Hourly pay
    Relief
    Shift work

    iV Bars

    Northport, NY
    10 hours ago
  • $38k - $48k

     ...FAP Specialist III - Logistics Payment Specialist The purpose of the FAP Specialist III - Logistics Payment Specialist position is...  ...ensure accurate billing rates and audits Develop a working relationship with all client personnel essential to the auditing process... 
    Contract work
    Monday to Friday

    AFS

    Melville, NY
    3 days ago

Do you want to receive more vacancies?

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