Banking Relationship Specialist

Connectone Bancorp Englewood Cliffs , NJ 07632

Posted 3 months ago

Position Summary

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.


  • Strong needs based sales skills.

  • One to three years bank platform and teller experience.

  • Thorough understanding of federal banking compliance and requirements.


  • Strong "client first" interest and ability.

  • Strong ability in assessing and meeting the needs of customers and/or solving customer problems.

  • Effective team building and interpersonal communication abilities are necessary.

  • ConnectOne Bank culture mastery.

Other Requirements

  • To support business needs, ability to work a flexible schedule is required. Branch hours are Monday Friday, 8 AM 6 PM. Saturday, 9 AM 1 PM.
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Banking Relationship Specialist

Connectone Bancorp