The Vital Role of Banking Relationship Specialists
Banking Relationship Specialists are essential players in ConnectOne’s “Client First” banking experience. They work tirelessly towards acquiring, retaining, and expanding banking relationships of both business and consumer clients. In doing so, they exemplify the ConnectOne Culture, which is foundational to their operations.
Key Responsibilities of a Banking Relationship Specialist
The role of a Banking Relationship Specialist is multi-faceted and involves a wide range of responsibilities. These include:
- Upholding the Bank’s “People First” focus by greeting clients by name and maintaining a professional demeanor. They also ensure the branch reflects ConnectOne Bank standards and work as an active member of the Branch team, aiming to make ConnectOne Bank “A Better Place to Be”.
- Identifying opportunities for relationship acquisition and development. This is achieved by cross-selling the Bank’s products and services in a consultative manner, demonstrating their expertise and commitment to the client’s needs.
- Opening accounts for deposit products and educating clients on the Bank’s product and service offerings. This aids in enhancing the client’s banking experience and ensures they are making informed financial decisions.
- Maintaining compliance with operational, security, and control procedures of the Bank. This includes preventing fraud and protecting customer assets, ensuring clients can trust in the security of their banking experience.
- Addressing customer service issues by conducting thorough research, taking ownership of the issue, and following up as necessary until a resolution is reached. This commitment to service excellence enhances client satisfaction and trust in the Bank.
- Serving as primary back-up to the Branch Manager or Assistant Branch Manager for operational and service-related functions, demonstrating the versatility and commitment of the role.
- Supporting retail and community events to promote the brand, reinforcing the Bank’s presence and commitment to the community.
Requirements for the Role
The role of a Banking Relationship Specialist requires specific knowledge, skills, abilities, and other requirements, including:
- Expert knowledge on the Bank products and services, providing the foundation for effective client service and consultation.
- Strong needs-based sales skills, enabling the specialist to identify and meet the unique needs of each client.
- Thorough understanding of federal banking compliance and requirements, ensuring all operations are conducted within the boundaries of the law.
- Strong “People First” interest and ability, reflecting the Bank’s commitment to its clients.
- Ability to lift items up to 25 lbs, demonstrating the physical requirements of the role.
- Mastery of the ConnectOne Bank culture, ensuring the specialist embodies the values and standards of the Bank.
- Ability to work a flexible schedule to support business needs.
For those who meet these requirements and are ready to take on this challenging yet rewarding role, the salary ranges from $22 to $27 per hour.
With their vital role and wide range of responsibilities, Banking Relationship Specialists are key players in ensuring a positive and productive banking experience for clients. Their commitment to “People First” service, expert knowledge, and strong sales skills make them essential to the ConnectOne Bank team.
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