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

PI5f7f69001fc4-26289-40784878

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Banking Relationship Specialist in Freeport, NY 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 experience... 
    Suggested
    Hourly pay
    Local area
    Flexible hours

    ConnectOne Bank

    Rockville Centre, NY
    3 days ago
  • $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

    Metropolitan Commercial Bank

    Hempstead, NY
    1 day ago
  • $45k - $65k

     ...Metropolitan Commercial Bank in Copiague, New York is seeking a Universal Banker to engage with customers, understand their financial...  ...banking solutions. The role involves developing customer relationships and assisting with financial transactions. The ideal candidate... 
    Suggested

    Metropolitan Commercial Bank

    Copiague, NY
    2 days ago
  •  ...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... 
    Suggested
    Part time

    JPMorgan Chase & Co.

    Baldwin, NY
    1 day ago
  • $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... 
    Suggested
    Part time

    Citigroup Inc.

    Franklin Square, NY
    1 day 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
    1 day ago
  • $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 pay
    Full time
    Temporary work
    Work experience placement
    Remote work
    Work from home
    Flexible hours

    Nassau Financial Federal Credit Union

    Hicksville, NY
    3 days ago
  • $55k - $65k

     ...participants with the knowledge and leadership capabilities necessary for advancement to an Assistant Branch Manager role within Apple Bank's retail banking network. Ideal candidates must exhibit strong initiative, discretion, and sound judgment, taking responsibility for... 
    Work at office

    Apple Bank

    Garden City, NY
    1 day ago
  •  ...are seeking a detail-oriented Lending Specialist with a strong background in commercial...  ..., and compliance Coordinate with relationship managers, underwriters, attorneys, and...  ...Ensure adherence to internal policies, banking regulations, and lending procedures... 
    Temporary work
    Work at office

    Robert Half

    Westbury, NY
    6 days ago
  •  ...Job Description We’re hiring a Lending Specialist III for a commercial lending...  ...act as a key point of contact between Relationship Managers, internal operations teams, attorneys...  ...skills ~ Experience with nCino or a banking core system is a plus If you have... 
    Work at office

    IT Accel, Inc

    Jericho, NY
    14 days ago
  •  ...operations. This role sits at the intersection of customer success, relationship management, investor communications, and financial services....  ...services, investing, venture capital, wealth management, banking, consulting, or related industries. Experience coordinating projects... 
    Work at office
    Immediate start
    Flexible hours

    Alumni Ventures

    Richmond Hill, NY
    3 days ago
  •  ...a team of 70 attorneys offering legal counsel to a diverse range of clients. The firm's practice areas include Land Use & Zoning, Banking & Finance, Real Estate, Litigation, and more. FDT takes a client-focused approach, utilizing innovative strategies to provide practical... 
    Full time
    Internship

    Forchelli Deegan Terrana LLP

    Uniondale, NY
    2 days ago
  • $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 time
    Local area
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Dormont Manufacturing Company

    Long Beach, NY
    2 days ago
  • $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 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

    Farmingdale, NY
    4 days ago
  •  ...Quontic Bank Job Post 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... 
    Local area

    Quontic

    Corona, NY
    4 days ago
  •  ...them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing...  ...and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with... 
    Full time

    JPMorgan Chase & Co.

    Cedarhurst, NY
    4 hours ago
  • $32.12 - $34 per hour

    Webster is a leading commercial bank that delivers financial solutions to businesses, individuals, families and partners. With over $70 billion in assets, we offer digital and traditional service delivery through our differentiated lines of business: Commercial Banking... 
    Work at office

    Scholtastic

    Jericho, NY
    3 days ago
  • Valley National Bank in Jericho, New York, seeks a customer-oriented professional responsible for providing exceptional service and educating clients on a variety of bank products. This role involves analyzing financial needs, making appropriate product recommendations... 

    Valley National Bank

    Jericho, NY
    11 hours ago
  • $64.35k

     ...Travel Percentage Up to 25% Description Technology Delivery Specialist Level 1– Aviation Security Company Location: Corporate...  ...Excellent customer service skills and ability to build positive relationships. Proficiency with Microsoft Office 365 and basic office... 
    Full time
    Work experience placement
    Work at office
    Remote work
    Shift work
    Afternoon shift

    Global Elite Group

    Garden City, NY
    4 days ago
  • $24 - $37.75 per hour

    Job Summary The main responsibility of the Accounting Specialist will be to work primarily with high net worth individuals within our...  ...client deliverables. Build and maintain positive team and client relationships and facilitate proactive communications. Assist with client... 
    Hourly pay
    Private practice
    Local area

    Baker Tilly Advisory Group, LP

    Uniondale, NY
    3 days ago
  •  ...conversion, and ensures smooth operations. Ideal candidates thrive in a child-focused environment and prioritize teamwork while building relationships with customers. This position offers flexible hours, paid training, health benefits, and free swim lessons for immediate family.... 
    Immediate start
    Flexible hours

    Safesplash

    Bellmore, NY
    4 days ago
  • $76k - $199.6k

     ...products, deciding upon the best strategies to manage business relationships, understanding, and securing formulary access, and engaging...  ...development with customers and accounts, including Therapeutic Area Specialists, and Key Opinion Leaders (KOLs). The HSP should possess... 
    Permanent employment
    Full time
    H1b
    Live in
    Local area
    Remote work
    Visa sponsorship
    Work visa
    Relocation package

    Pfizer

    Uniondale, NY
    4 days ago
  • Pediatrix is seeking a Newborn Hearing Screen Technician to perform hearing screenings for newborns right after birth in hospitals. You will ensure accurate data collection and provide essential education to parents regarding hearing loss. This position offers flexible...
    Flexible hours
    Shift work
    Weekend work

    Pediatrix

    Oceanside, NY
    4 days ago
  • $26 - $30 per hour

    Mercy Hospital Job Opportunity If you're looking for a great place to grow your career at a community hospital focused on excellent patient experience and nursing excellence, Mercy Hospital, a member of Catholic Health, may be what you are seeking. We offer career advancement...
    Daily paid
    Work at office

    Catholic Health Service

    Rockville Centre, NY
    3 days ago
  •  ...Delivery Specialist The Delivery Specialist will maintain and operate store vehicles to deliver parts and/or products to professional customers in a safe and efficient manner. The position also collects money on C.O.D. deliveries and picks up customer returns. Bilingual... 
    Immediate start

    O'Reilly Automotive Stores, Inc.

    Hempstead, NY
    2 days ago
  •  ...O'Reilly Auto Enterprises, LLC is hiring a Delivery Specialist in Town of Hempstead, NY. The role involves operating vehicles to deliver parts to customers efficiently while collecting payments. Candidates must possess a valid driver’s license and be able to adapt to... 

    O'Reilly Auto Enterprises, LLC

    Hempstead, NY
    1 day ago
  • $22 - $25 per hour

     ...have high medical needs. We believe in the power of trust and relationships to successfully engage those who may have never received the...  ...health care manager, nurse practitioner and Community Engagement Specialist with delegated tasks Collaborate on care issues with Enhanced... 
    Full time
    Work experience placement
    Local area
    Remote work
    Work from home
    Flexible hours

    Dormont Manufacturing Company

    Long Beach, NY
    5 days ago
  • $62.4k

     ...paid time off program, and more. Position Summary The Learning Specialist collaborates with students, faculty, and the Learning...  ...practice, and demonstration of learning. Establishes collaborative relationships with students, faculty, administrators, Career and Academic Advisors... 
    Temporary work
    Trial period
    Flexible hours

    The Culinary Institute of America

    New Hyde Park, NY
    2 days ago
  • $55k - $65k

     ...Intake Specialist Salary: $55,000 - $65,000 base salary. Location: Uniondale, NY. Employment: on‑site, permanent. A bit about us: A highly respected plaintiff-side litigation law firm on Long Island is seeking a Legal Intake Specialist to join its growing team. Compensation... 
    Permanent employment
    Work at office
    Local area
    Flexible hours

    Australia-Employment

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

     ...is looking for dedicated and proactive Behavior Intervention Specialists (BIS) to support our In-Home Direct Support Professionals who...  ...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

    QSAC Inc

    Jamaica, NY
    1 day ago

Do you want to receive more vacancies?

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