Banking Relationship Specialist Job at ConnectOne Bank, Locust Valley, NY

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  • ConnectOne Bank
  • Locust Valley, NY

Job Description

Position

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.

Key Responsibilities

  • Support the Bank’s “People First” focus and rules of engagement—greeting 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 Bank’s products and services in a consultative manner.
  • Perform account opening for deposit products and educate clients on the Bank’s 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 goals.
  • 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.

Knowledge

  • Expert knowledge on the Bank products and services.
  • Thorough knowledge of procedures and policies with respect to banking transactions.
  • Knowledge of relevant Federal and State banking regulations. 

Skills

  • Strong needs-based sales skills.
  • One to three years bank platform sales and teller experience.
  • Thorough understanding of federal banking compliance and requirements.

Abilities

  • 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.

Other Requirements

  • To support business needs, ability to work a flexible schedule is required.

Compensation details: 22-27 Hourly Wage

PIc2c80a570d8c-30492-38953510

Job Tags

Hourly pay, Flexible hours,

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