ConnectOne Bank: Strengthening Communities through People-First Approach
At the core of ConnectOne Bank is a commitment to people. We firmly believe in the power of putting people first in all our business dealings. Our philosophy is simple – when people prosper, communities thrive. At ConnectOne, we don’t just facilitate financial transactions; we are builders. We build businesses, communities, and opportunities. Our mission is to empower our employees, enabling them to make important decisions, reach their potential, and make a significant impact.
Founded in 2005 by a visionary entrepreneur, ConnectOne Bank has grown into a high-performing commercial bank, setting new standards for the industry. Our DNA is infused with a growth mindset that enables us to take pride in our employees’ growth. We have embraced technology in all its forms to revolutionize our services and support small business owners in their mission.
Our “People First” approach is the blueprint of our culture and forms the foundation of all our decisions. At ConnectOne, you are not just an employee; you are part of a dynamic, entrepreneurial team. Here, you can develop your forward-thinking skills, thrive in an innovative setting, and succeed in creating “a better place to be”.
ConnectOne Bank is also an Equal Housing and Equal Opportunity Lender, and a proud member of the Federal Deposit Insurance Corporation.
About the Role of Banking Relationship Specialist at ConnectOne Bank
Banking Relationship Specialists are the embodiment of ConnectOne’s “Client First” banking experience. Their role is pivotal in acquiring, retaining, and expanding both business and consumer banking relationships, all while upholding the values and culture of ConnectOne Bank.
Key Responsibilities
As a Banking Relationship Specialist, you will:
- Support the Bank’s “People First” focus by maintaining a professional demeanor, greeting clients by name, and striving to make ConnectOne Bank “A Better Place to Be”.
- Identify opportunities for relationship development by cross-selling the Bank’s products and services in a consultative manner.
- Perform account opening for deposit products and educate clients about the Bank’s product and service offerings.
- Ensure all activities and transactions comply with the Bank’s operational, security, and control procedures to prevent fraud and protect customer assets.
- Handle customer service issues by conducting research, taking ownership, and following up until resolution.
- Assist other branch team members with transactions and operations, providing feedback and coaching to enhance team performance.
- Perform service transactions for the Branch such as check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance, and outbound client contact.
- Serve as the primary back-up to the Branch Manager or Assistant Branch Manager for operational and service-related functions.
- Perform banking transactions over the phone or at the drive-up window.
- Participate actively in achieving branch sales objectives.
- Maintain a 90% plus service performance and incorporate feedback from mystery shops.
- Support retail and community events to promote the brand in accordance with the retail business plan.
Key Qualifications
Must have:
- Strong needs-based sales skills.
- One to three years of 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.
- Ability to lift items up to 25 lbs.
- ConnectOne Bank culture mastery.
- Flexibility to work a variable schedule to support business needs.
Additional Information
Benefits:
- World class health, vision, and dental benefits from day one
- 401k with employer match
- Employee appreciation events such as team building, softball games, and food truck days
- Employee assistance programs (EAP)
- Wellness programs including flu shots, preventive care, health program and service discounts
- Tuition reimbursement
- Employee discount perks
- Community service events
At ConnectOne Bank, we believe in providing equal opportunities to all, regardless of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status in any group or class protected by law. We also provide reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws.
Join us in our mission to make ConnectOne Bank “a better place to be!” Find more details about this role Here.
Salary Description: $22-$27
