Talent.com
Banking Relationship Specialist

Banking Relationship Specialist

ConnectOne BankGlen Head, NY, United States
30+ days ago
Job type
  • Full-time
Job description

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

    PIdd77db675233-29952-38253126

    Create a job alert for this search

    Relationship Specialist • Glen Head, NY, United States

    Related jobs
    • Promoted
    Wells Fargo - Teller Part Time Bilingual Norwalk

    Wells Fargo - Teller Part Time Bilingual Norwalk

    WELLS FARGO BANKNORWALK, Connecticut, United States of America
    Part-time
    Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ...Show moreLast updated: 4 days ago
    • Promoted
    Part Time Branch Ambassador - Nassau Area

    Part Time Branch Ambassador - Nassau Area

    Capital OnePlainview, NY, United States
    Full-time +1
    Part Time Branch Ambassador - Nassau Area.The Reimagined Branch Experience : .Welcome to a new idea in banking.Here at Capital One, we’re redefining how people bank. You see, we believe banking should...Show moreLast updated: 30+ days ago
    • Promoted
    Full Time Branch Ambassador- South Nassau Area

    Full Time Branch Ambassador- South Nassau Area

    Capital OnePlainview, NY, United States
    Full-time +1
    Full Time Branch Ambassador- South Nassau Area.The Reimagined Branch Experience : .Welcome to a new idea in banking.Here at Capital One, we’re redefining how people bank. You see, we believe banking s...Show moreLast updated: 30+ days ago
    • Promoted
    Full Time Branch Ambassador- West Suffolk Area

    Full Time Branch Ambassador- West Suffolk Area

    Capital OnePlainview, NY, United States
    Full-time +1
    Full Time Branch Ambassador- West Suffolk Area.The Reimagined Branch Experience : .Welcome to a new idea in banking.Here at Capital One, we’re redefining how people bank. You see, we believe banking s...Show moreLast updated: 30+ days ago
    • Promoted
    Inbound Sales Specialist

    Inbound Sales Specialist

    Sja Td HoldingsParamus, NJ, US
    Full-time
    Do You See Yourself as a Trusted Guide More Than a Salesperson?.If your passion lies in deeply understanding individual challenges and aspirations, and then collaboratively charting a path towards ...Show moreLast updated: 30+ days ago
    • Promoted
    Wells Fargo - Teller Part Time Bilingual Norwalk (Remote - hybrid)

    Wells Fargo - Teller Part Time Bilingual Norwalk (Remote - hybrid)

    WELLS FARGO BANKNORWALK, Connecticut, United States of America
    Remote
    Part-time
    Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ...Show moreLast updated: 4 days ago
    • Promoted
    • New!
    Banking Relationship Specialist (Locust Valley)

    Banking Relationship Specialist (Locust Valley)

    ConnectOne BankLocust Valley, New York, US
    Part-time
    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.Ou...Show moreLast updated: 8 hours ago
    • Promoted
    • New!
    Relationship Manager Business Banking Sr

    Relationship Manager Business Banking Sr

    City National BankNew York, NY, US
    Full-time
    RELATIONSHIP MANAGER BUSINESS BANKING SR.Develops and manages relationships with business banking clients in the assigned business segment and / or geographic areas. Actively engages in the sales proc...Show moreLast updated: 22 hours ago
    • Promoted
    Digital Banking Relationship Manager

    Digital Banking Relationship Manager

    Cross RiverFort Lee, NJ, United States
    Full-time
    Cross River is a highly profitable, fast-growing financial technology company powering the future of financial services.Our comprehensive suite of innovative and scalable embedded payments, cards, ...Show moreLast updated: 4 days ago
    • Promoted
    Real Estate Sales Agent

    Real Estate Sales Agent

    Stevens Real EstateCarmel Hamlet, NY, US
    Full-time
    Are you prepared to transform your real estate profession with an outstanding opportunity? Stevens Real Estate welcomes you to discover a realm of endless potential!. At Stevens Real Estate, we'...Show moreLast updated: 30+ days ago
    • Promoted
    Banking Relationship Specialist

    Banking Relationship Specialist

    ConnectOne BankLocust Valley, NY, United States
    Full-time
    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.Ou...Show moreLast updated: 30+ days ago
    • Promoted
    Part Time Branch Ambassador - Suffolk Areas

    Part Time Branch Ambassador - Suffolk Areas

    Capital OneHuntington Station, NY, United States
    Full-time +1
    Part Time Branch Ambassador - Suffolk Areas.The Reimagined Branch Experience : .Welcome to a new idea in banking.Here at Capital One, we’re redefining how people bank. You see, we believe banking shou...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Representative

    Sales Representative

    BVMPeekskill, NY, US
    Full-time
    Be the exclusive Publisher for your neighborhood, enjoying complete autonomy and schedule flexibility.Be in business for yourself, but not by yourself!. Sell print and digital ad products & solu...Show moreLast updated: 10 days ago
    • Promoted
    Business Banking Relationship Mgr. II - Northern NJ / NYC Metro

    Business Banking Relationship Mgr. II - Northern NJ / NYC Metro

    CitizensNew York, NY, United States
    Full-time
    Citizens is continuing to grow in the region.We are currently recruiting for a Relationship Manager II in the Northern NJ / Metro NYC Market. At Citizens, tailored advice, personalized experiences, an...Show moreLast updated: 4 days ago
    • Promoted
    Banking Ops Specialist I

    Banking Ops Specialist I

    Axelon Services CorporationIslandia, NY, US
    Full-time
    Job Title : Banking Operations Specialist I.Work Schedule : 8AM 5PM (Subject to change and may require later hours).Work Location : Hybrid Schedule (Office : Islandia). Effective January 1, 2026 : Full-t...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Banking Relationship Specialist (Glen Head)

    Banking Relationship Specialist (Glen Head)

    ConnectOne BankGlen Head, New York, US
    Part-time
    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.Ou...Show moreLast updated: 8 hours ago
    • Promoted
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    Key BankTarrytown, NY, United States
    Full-time
    White Plains Road - Tarrytown, New York 10591.The Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products...Show moreLast updated: 4 days ago
    • Promoted
    Business Banking Relationship Mgr. II - NYC

    Business Banking Relationship Mgr. II - NYC

    CitizensNew York, NY, United States
    Full-time
    Citizens is actively expanding and investing in the New York City market as part of a strategic growth initiative within our Business Banking segment. We're excited to build strong partnerships and ...Show moreLast updated: 4 days ago
    • Promoted
    Outside Sales Representative / Field Sales ( B2B )

    Outside Sales Representative / Field Sales ( B2B )

    System OneBrewster, NY, US
    Full-time +1
    Job Title : Outside Sales Representative / Field Sales ( B2B ) Location : Brewster, New York Type : Direct Hire For immediate consideration, please connect with me on LinkedIn at https : / / www.Direct-hi...Show moreLast updated: 25 days ago
    • Promoted
    Financial Advisor - Partner

    Financial Advisor - Partner

    JobotHuntington, NY, US
    Full-time
    Financial Advisor - Partner / Transferrable Book / Better earning potential, great support around you.This Jobot Job is hosted by : Joseph Sipocz. Are you a fit? Easy Apply now by clicking the "Apply...Show moreLast updated: 3 days ago