Job Description
Description:
Position
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 “People 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.
Requirements:
Knowledge
- Expert knowledge on the Bank products and services.
- Thorough knowledge of procedures and policies with respect to banking transactions.
- Knowledge of relevant Federal and State banking regulations.
Skills
- Strong needs-based sales skills.
- One to three years bank platform sales and teller experience.
- Thorough understanding of federal banking compliance and requirements.
Abilities
- 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.
Other Requirements
- To support business needs, ability to work a flexible schedule is required.
Compensation details: 22-27 Hourly Wage
PI96ce5fd28601-30492-38773282
Job Tags
Hourly pay, Flexible hours,