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 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 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.
  • 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.
  • One to three years teller experience.
  • Platform banking experience
  • Sales experience or training in sales techniques.
  • Thorough understanding of federal banking compliance and requirements.
  • Strong "client first" interest and ability.
  • Effective teambuilding and interpersonal communication abilities are necessary.
  • ConnectOne Bank culture mastery.
ConnectOne Bank
Full time
Salary Range
$35,000.00 - 63,000.00
per Year
Salary range estimated by
Berkeley Heights, NJ 07922, US