Banking Relationship Specialist

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 "client 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 various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E and US PATRIOT Act.

Skills

• One to three years teller experience.
• Platform banking experience
• Sales experience or training in sales techniques.
• Thorough understanding of federal banking compliance and requirements.

Abilities

• Strong "client first" interest and ability.
• Effective teambuilding and interpersonal communication abilities are necessary.
• ConnectOne Bank culture mastery.