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
PIe5cc1f41a747-26289-40917795
- ...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
- ...is seeking Citizens Bankers who will serve as the face of the branch, dedicating time to get to know customers and build lasting relationships. In this role, you'll offer trusted financial advice, supporting customers with their spending, saving, borrowing, and investing...SuggestedFull time
- ConnectOne Bancorp, Inc. is seeking a Banking Relationship Specialist in Holmdel Township, NJ, who will play a key role in enhancing client relationships. The ideal candidate will demonstrate strong sales skills and a commitment to customer service, while being proactive...Suggested
- Tennessee Valley Federal Credit Uni is seeking a Member Solution Specialist to enhance member service at the Red Bank Branch. The role involves building strong relationships and providing personalized financial solutions to members seeking assistance. The ideal candidate...Suggested
- ...established financial institution, is seeking a Senior Accounts Payable Specialist to join their growing finance team. This individual will play... ...compliance, and timely payment processing within a fast-paced banking environment. The ideal candidate will bring strong AP...SuggestedLocal area
- ...established financial institution, is seeking a Senior Accounts Payable Specialist to join their growing finance team. This individual will play... ...compliance, and timely payment processing within a fast-paced banking environment. The ideal candidate will bring strong AP...Work at officeLocal area
- Vaco is seeking a Senior Accounts Payable Specialist to join their finance team in Red Bank, New Jersey. This role involves managing the full-cycle accounts payable process, ensuring compliance and timely payments within a fast-paced banking environment. The ideal candidate...
- ...this role: Wells Fargo is seeking a Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. Learn... ...1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well...Ongoing contractFull timeWork experience placementWork at officeImmediate start
$15.92 - $19.44 per hour
...change in healthcare. ?? Onsite | Red Bank, NJ ?? Schedule: Monday-Friday: 8:30... ...We are seeking a Health Information Specialist to support Release of Information (ROI... ...electronically as required Support client relationship management through professional...Hourly payFull timeImmediate startMonday to Friday- ...Solution SpecialistApplylocations: Red Bank Officetime type: Full timeposted on: Posted... ...id: JR101967**Job Context**The Specialist drives product adoption and expansion within... ...to engage and maintain strong customer relationships, leveraged to drive action and solve customer...Flexible hours
$15.92 - $19.44 per hour
...and used to improve health. Onsite | Red Bank, NJ Schedule: Monday-Friday: 8:30 AM-5:0... ...We are seeking a Health Information Specialist to support Release of Information (ROI)... ...electronically as required Support client relationship management through professional communication...Hourly payFull timeImmediate startMonday to Friday- EyeCare Partners in Red Bank, New Jersey is seeking a Front Office Specialist to manage patient interactions and ensure a smooth check-in/out process. The... ...to company policies and procedures, and building relationships with patients. Join us in enhancing vision and improving...Work at office
- Healthy Choice Wellness Corp is seeking a Produce Associate in Red Bank, New Jersey. The role involves maintaining a fresh, well-stocked produce department, ensuring cleanliness, and assisting customers with product selection. Ideal candidates will have a high school diploma...Hourly payLocal area
- Genesis Health Clubs is seeking a motivated Membership Sales Representative in Red Bank, New Jersey. This role involves growing memberships and providing an exceptional experience for current and prospective members. The ideal candidate thrives in a rewarding environment...
- The Simpro Group Pty Ltd is hiring a Solution Specialist in Red Bank. This full-time role focuses on driving product adoption and expansion within the existing customer base. You will leverage your technical expertise to support cross-sell opportunities and collaborate...Full time
- Datavant is seeking a Health Information Specialist for its Red Bank, NJ location. This position focuses on supporting Release of Information (ROI) services and is essential for timely handling of medical record requests. Being detail-oriented and possessing strong customer...Full time
- Ethos Veterinary Health in Red Bank, NJ is seeking a Veterinary Technician for its Radiology Department. The role involves assisting with patient diagnostic imaging and collaborating closely with a dedicated team. Candidates will gain hands-on experience in an advanced...Full time
- Ymca Of Greate Monmouth County is seeking a Kids Club Associate in Red Bank, New Jersey, responsible for quality childcare and babysitting. The Associate will implement activities, ensuring a safe and enriching environment for children while adhering to YMCA core values...
- Benefits Dental insurance Employee discounts Health insurance Job Summary This position is responsible for the maintenance of the Club’s property including but not limited to general facility maintenance, repair of buildings, construction projects, and equipment. The...
- ...Associate Underwriter - Commercial Lines Red Bank, NJ We are one of the largest wholesale insurance intermediaries in the... ...the degree of risk, underwriting and market selection. Build relationships with agents through in-house placement of new business. Effectively...Work at office
- ...of the Kids Club room and equipment, performing all required shift duties as specified by supervisor.Exercise sound judgment in relationship to member safety & injuries. Follow all emergency proceduresVisually inspect work area and equipment for safety and risk, report...Immediate startAll shiftsShift work
$40 - $42 per hour
BAYADA Home Health Care in Red Bank, NJ, is seeking a Full Time Registered Nurse (RN) to join our team in the Toms River Hospice office. The role involves making home visits, performing medical treatments, and monitoring clients' conditions. Qualifications include a current...Hourly payFull timeWork at office- ABC 123 in Red Bank, New Jersey is seeking an Accounting professional responsible for managing financial statements and accounting procedures. The role includes auditing staff work, overseeing accounts receivable and payable, and communicating with customers regarding...
$80k
...success in a demanding, supportive financial role, steering client relationships that drive results, we want to hear from you, ASAP! As a... ...Location : This position is based out of our office in Red Bank, NJ, or Radnor, PA. This is an in-office position. Salary...Full timeImmediate start- ...continuum. For more information, visit SUMMARY A Front Office Specialist is trained to act as the first point of contact, setting the... ...Embrace and execute our Total Patient Experience to build relationships with all patients while delivering great service and support....Work at office
- Role Overview The Specialist drives product adoption and expansion within existing Simpro Group customers. By combining technical product... .... Proven ability to engage and maintain strong customer relationships, leveraging them to drive action and solve customer problems....Flexible hours
- ...Accountable. Be caring. Join Our Team as a Passionate Leasing Specialist! Are you a people-person with a passion for creating amazing... ...You’re an excellent communicator with a knack for building relationships and making people feel at ease. You have a sales-driven mindset...Local areaRelocation package
- YMCA of Greater Monmouth County is hiring a part-time Fitness Floor Associate in Red Bank, NJ. In this role, you will support the Healthy Living programs of the Y by fostering a safe and welcoming environment for all clients. Responsibilities include monitoring fitness...Part time
- BCG Attorney Search is seeking a skilled Family Law Associate for its Red Bank, NJ office. The ideal candidate will have over two years of family law experience, strong academic credentials, and exceptional writing and communication skills. The role involves representing...Work at office
- Brobston Group in Red Bank, NJ is seeking a dedicated housekeeping support staff member to maintain cleanliness and assist with facility operations. You'll be responsible for vacuuming, polishing surfaces, and supporting landscaping efforts—all ensuring that the gallery...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Banking Relationship Specialist. Be the first to apply!

