Banking Relationship Specialist - Floating - Union County
Company: ConnectOne Bank
Location: Union
Posted on: May 7, 2025
Job Description:
Description: About us:ConnectOne Bank proves that putting people
first is a better way to do business. At ConnectOne, we're builders
- of businesses, communities, and equity. Most importantly, we're
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 industry's 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 roleBanking 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 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 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: 30-30
Hourly WagePIfe49cceaed50-37820-36564462
Keywords: ConnectOne Bank, Stratford , Banking Relationship Specialist - Floating - Union County, Accounting, Auditing , Union, Connecticut
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