Banking Relationship Specialist

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

Skills

Abilities

Other Requirements

Compensation details : 22-27 Hourly Wage

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