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 Old Westbury, 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

    Williston Park, 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
  •  ...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... 
    Suggested
    Contract work
    Flexible hours

    E-Solutions

    Hicksville, 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
  • $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... 
    Suggested
    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
  •  ...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... 
    Part time

    JPMorgan Chase & Co.

    Baldwin, NY
    1 day 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
  •  ...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
  • $82.9k - $110.55k

     ...higher level complexity. Joins credit officer and commercial banking officers on client and prospect calls in multiple markets. Completes...  ...to mitigate credit risks. 15% Join credit officer and relationship managers on client and prospect calls and on period visits and... 
    Full time
    Temporary work
    Part time
    Work visa
    Flexible hours

    NBT Bank

    East Norwich, NY
    2 days ago
  • $22.61 - $30.15 per hour

    Associate Compliance Specialist 52 South Broad Street, Norwich, NY 13815 $22.61 - $30.15...  ...Education and Experience 2+ years of Banking or Regulatory related experience (or educational...  ...Collaborate and establish working relationships at all levels of the company... 
    Full time
    Temporary work
    Part time
    Work at office
    Work visa
    Flexible hours

    Byrne Dairy

    East Norwich, NY
    3 days ago
  • $22.61 - $30.15 per hour

     ...or procedures. The Associate Compliance Specialist performs a wide range of tasks,...  .... Education and Experience 2+ years of Banking or Regulatory related experience (or educational...  ...Collaborate and establish working relationships at all levels of the company Proficient... 
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Work visa
    Flexible hours

    NBT Bancorp Inc.

    East Norwich, NY
    1 day 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
  • $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
  •  ...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
  • 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
    13 hours 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
  • AMG Search is seeking a Specialist Financial Adviser for the Norwich and Norfolk area, offering...  ...pattern with a well-established client bank. The successful candidate will have...  ...experience in financial advice and strong client relationship skills, alongside autonomy in diary... 
    Remote job
    Work from home

    AMG Search

    East Norwich, NY
    13 hours 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
  • $20 per hour

     ...including re-stocking, barcode labeling, pricing, tracking low-stock and sold-out merchandise Run off-campus errands including banking, picking up supplies Research and recommend new book titles for purchase. Handle web store maintenance including merchandise... 
    Hourly pay
    For contractors
    Immediate start

    Cold Spring Harbor Laboratory

    Cold Spring Harbor, NY
    4 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
  •  ...Studio Fitting Specialist At PGA TOUR Superstore, we are always looking for enthusiastic, self-motivated, flexible individuals who...  ...every customer to provide world-class service, building lasting relationships that encourage repeat business. Key duties include achieving... 
    Hourly pay
    Work at office
    Flexible hours
    Night shift

    PGA TOUR Superstore

    Westbury, NY
    4 days 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
  • $25 - $28.5 per hour

     ...Studio Performance Specialist 25.00 - 28.50 USD Hourly At PGA TOUR Superstore, we are always looking for enthusiastic, self-motivated...  ...experience that improves their game and drives lasting relationships. The STUDIO Performance Specialist is responsible for achieving... 
    Hourly pay
    Work at office
    Immediate start
    Flexible hours
    Night shift

    PGA TOUR Superstore

    Westbury, NY
    2 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.

    Port Washington, NY
    a month ago
  •  ...Identify new business opportunities on your assigned platform to increase the online sales and inventory efficiency, and manage client relationships Drive traffic and direct customers to new products or promotional products through SEO and listing optimization Ensure that... 
    Full time
    H1b
    Work at office

    4DS Corp

    Hicksville, NY
    3 days ago
  •  ...Sunrun retail team in Norwich, New York. You’ll be the face of the brand in partner retail locations, responsible for building relationships and generating interest in renewable energy solutions. Success in this role requires strong communication skills, flexibility in... 

    Dormont Manufacturing Co

    East Norwich, NY
    3 days ago
  •  ...refers to appropriate member of the care team, if necessary, and informs supervisor of actions taken. Promote positive co-worker relationships, teamwork and cooperation. Work collaboratively and is respectful of others. Take individual responsibility for providing... 

    Brookville Center for Children's Services

    Glen Head, NY
    13 hours ago
  • $66.56k - $99.32k

    TD Bank in Hicksville, NY, is seeking a Financial Advisor Associate to attract and retain clients by addressing their wealth management...  ...about investment strategies, and maintaining strong client relationships. Candidates are required to have a Bachelor's degree and... 

    TD Bank

    Hicksville, NY
    2 days ago
  • $21 - $24 per hour

     ...help. Everyone on our team from our doctors, nurses, and Care Specialists to our HR, Technology, and Business Services staff are driven...  ...plus Key Behaviors: Engagement:  ~ Proactively builds relationships with potential patients, ensuring they feel informed and... 
    Full time
    Local area
    Flexible hours

    Upward Health

    Melville, NY
    13 hours ago
  • $56.99k - $66.62k

     ...Billing Coordinator - NYU Langone Reproductive Specialists of New York - Bethpage Administrative/Office Support Mineola, NY ID:...  ...written); ability to interact with, and maintain functional relationships with patients, practice management and staff personnel, insurance... 
    Full time
    Work at office

    NYU Langone Health

    Mineola, 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!