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
PI1e261b84e265-26289-40907130
- ...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
- ...Manufacturing Co in the Town of Newark is seeking a client-focused banking professional to assist clients in engaging with self-service... ...involves processing cash transactions while building deep relationships to meet clients' financial goals. The ideal candidate should have...SuggestedHourly pay
- 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
- ...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
- M&T Bank Corporation in Union, NJ is hiring a Universal Banker. This onsite role requires a commitment to providing exceptional customer service while engaging in sales activities. The candidate will support branch operations, travel as needed to different locations, and...
- ...Lending Specialist In The Private Bank We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial...
$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- ...Mentorship Included 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
- ...them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing... ...while complying with all policies, procedures, and regulatory and banking requirements. Educate and assist clients with day-to-day...Part time
- ...government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a...Flexible hoursShift work
- ...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
- ...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
...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$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- ...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
- ...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...
- ...You are customer focused, enjoy building relationships, and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Emerging Middle Market Banking, you will play a key role in supporting companies with annual revenues...
- ...characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven... ...$2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as...Full timeWork experience placementWork at officeRemote workRelocation package
- ...supervision of a group of children in a seasonal day camp. The Camp Specialist shall design and deliver a program specialty in their... ...association increase volunteer participation. Develop positive relationships with member families and learn why they come to our Y. Help...Summer workSeasonal workImmediate start
$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$29.5 - $47.2 per hour
...supervision of a group of children in a seasonal day camp. The Camp Specialist shall design and deliver a program specialty in their... ...association increase volunteer participation. 10. Develop positive relationships with member families and learn why they come to our Y. 11....Hourly paySummer workSeasonal workImmediate start$44k - $51k
...healthcare for the future. Why you should apply: As a Wellness Specialist, you willjoin 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 employmentImmediate startRelocation packageFlexible hours$54k - $65k
...for the future. Why you should apply: As a Co-Occurring Specialist, you will join an evidence-based program and a dynamic team... ...for employees and applicants in all aspects of the employment relationship, without regard to race, color, national origin, sex, sexual...Permanent employmentFull timeTemporary workLocal areaImmediate startRelocation packageMonday to FridayFlexible hours$16.5 per hour
...Back Of House Specialist The Back of House Specialist enhances the customer experience by managing back of house operations and omni... ...of online products back to the warehouse Communication + Relationships Communicates daily with the leadership team and shares...Flexible hoursNight shiftDay shift$96k - $135k
...that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. #J-18808-Ljbffr Citizens BankLocal areaFlexible hours$43k - $47k
...Aligned Modern Health treats the whole person with strong doctor‑patient relationships and proven clinical outcomes - empowering lasting well‑being and long‑term health. Rehabilitation Specialist We are seeking an outstanding Rehabilitation Specialist to become an integral...Full timeTemporary workWeekend workDay shiftAfternoon shiftWeekday work- Solventum is seeking an Infection Prevention Specialist to provide advisory support in vascular access and patient care. This field-based position focuses on managing key stakeholder relationships and delivering business growth through effective territory management. Candidates...Remote job
- ...families with high-quality ABA therapy and support. The ideal candidate is proactive, organized, and passionate about building relationships with healthcare providers and community organizations. This position involves representing EmergencyMD at events and supporting...
- ...global citizens and luminaries of the 21st century. Rooted in relationships and guided by our foundational philosophy, Pingry is a... ...Summary The Lower School Educational Technology and Innovation Specialist is a visionary leader and the driving force behind how technology...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Banking Relationship Specialist. Be the first to apply!
- community outreach specialist Springfield, NJ
- remote banking Springfield, NJ
- commercial banking Springfield, NJ
- banking sales Springfield, NJ
- international banking Springfield, NJ
- bank Springfield, NJ
- private banking Springfield, NJ
- mortgage banking Springfield, NJ
- bank nurse Springfield, NJ
- financial banking Springfield, NJ



